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iShares 0-1 Year Treasury Bond ETF

684 hedge funds and large institutions have $9.47B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 241 increasing their positions, 302 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $9.54B → $9.47B (-$77.8M)

0.96% less ownership

Funds ownership: 46.61%45.65% (-0.96%)

4% less funds holding

Funds holding: 713684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 6761 (-6)

20% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 302

21% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 66

Holders
684
Holders Change
-29
Holders Change %
-4.07%
% of All Funds
8.98%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
0.8%
New
52
Increased
241
Reduced
302
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
426
Archer Investment Corporation
Indiana
$713K -$44.3K -402 -6%
AWM
427
Aries Wealth Management
Maine
$709K +$8.27K +75 +1%
AO
428
Advisor OS
Illinois
$707K +$5.96K +54 +0.9%
WCM
429
WealthTrak Capital Management
Virginia
$706K -$617K -5,594 -47%
FG
430
Foster Group
Iowa
$705K +$97.3K +882 +16%
AA
431
Alesco Advisors
New York
$705K -$12.1K -110 -2%
SI
432
Severin Investments
Missouri
$701K +$22.2K +201 +3%
OP
433
ORG Partners
Indiana
$700K -$30.8K -279 -4%
GWA
434
Geometric Wealth Advisors
District of Columbia
$700K +$699K +6,336 New
LS
435
Leelyn Smith
Illinois
$698K -$442K -4,011 -39%
CRWM
436
Castle Rock Wealth Management
California
$697K -$52.7K -478 -7%
SWA
437
SFMG Wealth Advisors
Texas
$696K -$27K -245 -4%
FFG
438
Fiduciary Financial Group
California
$695K -$882 -8 -0.1%
AC
439
Apella Capital
Connecticut
$693K +$49.5K +449 +8%
BB
440
Burford Brothers
Texas
$693K -$1.36M -12,376 -66%
AAG
441
Armstrong Advisory Group
Massachusetts
$690K +$198K +1,794 +40%
TCG
442
Transcendent Capital Group
Oklahoma
$679K
NFG
443
Nations Financial Group
Iowa
$670K +$420K +3,808 +169%
JWA
444
JFS Wealth Advisors
Pennsylvania
$664K +$190K +1,722 +40%
WA
445
Waverly Advisors
Alabama
$653K +$206K +1,868 +46%
LFS
446
Leibman Financial Services
Nebraska
$651K -$157K -1,422 -19%
FMWA
447
Forvis Mazars Wealth Advisors
Missouri
$644K -$303K -2,751 -32%
IA
448
Integrity Alliance
Iowa
$641K +$123K +1,112 +24%
MFA
449
Mayflower Financial Advisors
Massachusetts
$639K
BCM
450
Beaumont Capital Management
Massachusetts
$634K -$4.08K -37 -0.6%

SHV Hedge Fund Activity: Q3 2025 in Review

684 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2025, worth a combined $9.47B — down 0.82% from $9.54B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SHV and 52 opened new positions — a net loss of 14 holders — while 302 trimmed existing stakes and 241 added.

The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Mariner, cutting an estimated $79.8M.

  • 684 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2025, down from 713 in Q2 2025.
  • Funds reported $9.47B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2025, down 0.82% quarter-over-quarter.
  • 52 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2025 and 66 closed out, a net change of -14 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2025 was BlackRock, an estimated $260M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2025 was Mariner, an estimated $79.8M sold.

Based on aggregated 13F filings for Q3 2025.