We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF

721 hedge funds and large institutions have $9.66B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 268 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 6885 (+17)

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

6% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 268

2% more capital invested

Capital invested by funds: $9.49B → $9.66B (+$162M)

0.24% less ownership

Funds ownership: 48.21%47.97% (-0.24%)

0% less funds holding

Funds holding: 723721 (-2)

Holders
721
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
9.67%
Holding in Top 10
85
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25%
% of All Funds
1.14%
New
90
Increased
283
Reduced
268
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AO
451
Advisor OS
Illinois
$696K +$45.9K +416 +7%
EWA
452
ERTS Wealth Advisors
Michigan
$692K +$18.6K +169 +3%
OP
453
ORG Partners
Indiana
$692K -$57.6K -522 -8%
KIM
454
Karpus Investment Management
New York
$690K -$910K -8,250 -57%
MBT
455
Montecito Bank & Trust
California
$686K
BDF
456
Black Diamond Financial
Maryland
$677K +$65.6K +595 +11%
PNC Financial Services Group
457
PNC Financial Services Group
Pennsylvania
$670K +$159K +1,440 +31%
IWP
458
Innova Wealth Partners
Pennsylvania
$663K -$125K -1,136 -16%
RFN
459
RDA Financial Network
Iowa
$663K -$3.86K -35 -0.6%
PRS
460
Pinkerton Retirement Specialists
Idaho
$654K +$653K +5,924 New
LHWM
461
Lake Hills Wealth Management
Texas
$649K -$23.8K -216 -4%
WAP
462
Wealthcare Advisory Partners
Pennsylvania
$648K -$16.8K -152 -3%
EWA
463
Exencial Wealth Advisors
Oklahoma
$637K +$122K +1,108 +24%
MFA
464
Mayflower Financial Advisors
Massachusetts
$634K -$31.4K -285 -5%
TA
465
TruWealth Advisors
Louisiana
$634K -$299K -2,712 -32%
SAW
466
Signal Advisors Wealth
Michigan
$633K -$206K -1,865 -25%
APW
467
Aventura Private Wealth
Florida
$627K +$438K +3,974 +233%
FFG
468
Fiduciary Financial Group
California
$624K +$141K +1,282 +29%
BW
469
Blalock Williams
Alabama
$622K -$331 -3 -0.1%
Bank of New York Mellon
470
Bank of New York Mellon
New York
$620K -$993 -9 -0.2%
FG
471
Foster Group
Iowa
$620K +$46.2K +419 +8%
CCG
472
Ceeto Capital Group
Florida
$608K
ACS
473
Archford Capital Strategies
Illinois
$606K -$9.07M -82,250 -94%
AFC
474
AFT Forsyth & Company
Florida
$601K +$601K +5,445 New
CF
475
Centaurus Financial
California
$601K -$232K -2,105 -28%

SHV Hedge Fund Activity: Q1 2025 in Review

721 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2025, worth a combined $9.66B — up 1.7% from $9.49B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SHV positions and 77 closed out — a net gain of 13 holders — while 283 added to existing stakes and 268 trimmed.

The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Fidelity Investments, cutting an estimated $412M.

  • 721 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2025, down from 723 in Q4 2024.
  • Funds reported $9.66B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2025, up 1.7% quarter-over-quarter.
  • 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2025 and 77 closed out, a net change of +13 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2025 was BlackRock, an estimated $268M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2025 was Fidelity Investments, an estimated $412M sold.

Based on aggregated 13F filings for Q1 2025.