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iShares 0-1 Year Treasury Bond ETF

713 hedge funds and large institutions have $9.54B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

1% less capital invested

Capital invested by funds: $9.66B → $9.54B (-$113M)

1% less funds holding

Funds holding: 721713 (-8)

1.36% less ownership

Funds ownership: 47.97%46.61% (-1.4%)

21% less funds holding in top 10

Funds holding in top 10: 8567 (-18)

Holders
713
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
9.39%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
0.88%
New
73
Increased
289
Reduced
263
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
451
Tortoise Investment Management
New York
$728K -$33.1K -300 -4%
SL
452
Salomon & Ludwin
Virginia
$725K -$23.6K -214 -3%
SWA
453
SFMG Wealth Advisors
Texas
$723K +$722K +6,544 New
GFP
454
Gryphon Financial Partners
Ohio
$722K
SPC
455
Sigma Planning Corp
Michigan
$719K -$22.4K -203 -3%
TBC
456
Ted Buchan & Co
California
$718K +$225K +2,043 +46%
AA
457
Alesco Advisors
New York
$717K -$76.4K -693 -10%
HPM
458
Hudson Portfolio Management
New York
$701K +$110K +1,000 +19%
AO
459
Advisor OS
Illinois
$700K +$4.96K +45 +0.7%
AWM
460
Aries Wealth Management
Maine
$700K -$36.9K -335 -5%
FFG
461
Fiduciary Financial Group
California
$693K +$70.1K +636 +11%
MAM
462
Madison Asset Management
Wisconsin
$681K +$136K +1,231 +25%
TCG
463
Transcendent Capital Group
Oklahoma
$679K -$1.4M -12,737 -67%
SI
464
Severin Investments
Missouri
$678K -$41.1K -373 -6%
VA
465
Vestwell Advisors
New York
$677K
SWP
466
Stratos Wealth Partners
Ohio
$665K +$127K +1,150 +24%
LHWM
467
Lake Hills Wealth Management
Texas
$663K +$14.6K +132 +2%
KIM
468
Karpus Investment Management
New York
$663K -$27.6K -250 -4%
RI
469
Rinkey Investments
California
$661K +$660K +5,985 New
1IA
470
1834 Investment Advisors
Wisconsin
$649K -$263K -2,383 -29%
IWP
471
Innova Wealth Partners
Pennsylvania
$647K -$15.3K -139 -2%
AC
472
Apella Capital
Connecticut
$643K +$644K +5,837 New
MFA
473
Mayflower Financial Advisors
Massachusetts
$638K +$4.41K +40 +0.7%
GIA
474
Gladstone Institutional Advisory
Florida
$638K +$63.6K +577 +11%
BCM
475
Beaumont Capital Management
Massachusetts
$637K +$343K +3,108 +117%

SHV Hedge Fund Activity: Q2 2025 in Review

713 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2025, worth a combined $9.54B — down 1.2% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SHV positions and 67 closed out — a net gain of 6 holders — while 289 added to existing stakes and 263 trimmed.

The largest buyer was Mariner, adding an estimated $86.4M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 713 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2025, down from 721 in Q1 2025.
  • Funds reported $9.54B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 73 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2025 and 67 closed out, a net change of +6 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2025 was Mariner, an estimated $86.4M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2025 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2025.