SHV icon

iShares 0-1 Year Treasury Bond ETF

706 hedge funds and large institutions have $9.37B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 249 increasing their positions, 278 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $9.46B → $9.37B (-$89.8M)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 278

Holders
706
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
Solstein Capital
California
$750K
BCM
427
Beaumont Capital Management
Massachusetts
$748K
WFMPM
428
Woodley Farra Manion Portfolio Management
Indiana
$744K
WA
429
Waverly Advisors
Alabama
$732K
AO
430
Advisor OS
Illinois
$729K
SFG
431
Sovereign Financial Group
Connecticut
$721K
GFP
432
Gryphon Financial Partners
Ohio
$720K
GAM
433
Gotham Asset Management
New York
$720K
NFG
434
Nations Financial Group
Iowa
$718K
GWA
435
Geometric Wealth Advisors
District of Columbia
$707K
SCA
436
Sandy Cove Advisors
Massachusetts
$707K
GCIG
437
Grand Central Investment Group
Florida
$705K
FF
438
Finley Financial
Nevada
$703K
OP
439
ORG Partners
Indiana
$700K
SWP
440
Stratos Wealth Partners
Ohio
$699K
AC
441
Apella Capital
Connecticut
$698K
BCM
442
Brookstone Capital Management
Illinois
$693K
SC
443
Savant Capital
Illinois
$684K
AIC
444
Archer Investment Corporation
Indiana
$679K
IA
445
Integrity Alliance
Iowa
$678K
SPC
446
Sigma Planning Corp
Michigan
$676K
SWM
447
Silverlake Wealth Management
Vermont
$676K
AFC
448
AFT Forsyth & Company
Florida
$673K
JWA
449
JFS Wealth Advisors
Pennsylvania
$662K
FG
450
Foster Group
Iowa
$657K