SHV icon

iShares 0-1 Year Treasury Bond ETF

688 hedge funds and large institutions have $9.28B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 271 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 ownership

Funds ownership:

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $9.45B → $9.28B (-$170M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 271

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
FF
426
Finley Financial
Nevada
$703K
OP
427
ORG Partners
Indiana
$700K
SWP
428
Stratos Wealth Partners
Ohio
$699K
AC
429
Apella Capital
Connecticut
$698K
BCM
430
Brookstone Capital Management
Illinois
$693K
SC
431
Savant Capital
Illinois
$684K
AIC
432
Archer Investment Corporation
Indiana
$679K
IA
433
Integrity Alliance
Iowa
$678K
SPC
434
Sigma Planning Corp
Michigan
$676K
SWM
435
Silverlake Wealth Management
Vermont
$676K
AFC
436
AFT Forsyth & Company
Florida
$673K
JWA
437
JFS Wealth Advisors
Pennsylvania
$662K
FG
438
Foster Group
Iowa
$657K
BDF
439
Black Diamond Financial
Maryland
$655K
CRWM
440
Castle Rock Wealth Management
California
$643K
AAG
441
Armstrong Advisory Group
Massachusetts
$639K
MFA
442
Mayflower Financial Advisors
Massachusetts
$637K
LFS
443
Leibman Financial Services
Nebraska
$623K
NPF
444
Norris Perne & French
Michigan
$620K
SWA
445
SFMG Wealth Advisors
Texas
$618K
CCG
446
Ceeto Capital Group
Florida
$606K
FPAS
447
Focus Partners Advisor Solutions
Missouri
$605K
IWP
448
Innova Wealth Partners
Pennsylvania
$602K
SFG
449
Sage Financial Group
Pennsylvania
$598K
BIG
450
Brooklyn Investment Group
New York
$590K