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iShares 0-1 Year Treasury Bond ETF
SHV

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: 713 → 684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 67 → 61 (-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
–

Top Buyers

1
BlackRock
BlackRock
New York
+$260M
2
Wells Fargo
Wells Fargo
California
+$103M
3
LPL Financial
LPL Financial
California
+$47.5M
4
UBS Group
UBS Group
Switzerland
+$24.2M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$19.6M

Top Sellers

1
Mariner
Mariner
Kansas
-$79.8M
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$51.3M
3
HAFG
Hansen & Associates Financial Group
California
-$35M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$33M
5
TLFA
True Link Financial Advisors
California
-$32.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
451
Innova Wealth Partners
Pennsylvania
$626K -$22.1K -200 -3%
AF
452
Apexium Financial
Texas
$625K +$624K +5,655 New
BRWA
453
B. Riley Wealth Advisors
Florida
$625K -$119K -1,076 -16%
NPF
454
Norris Perne & French
Michigan
$622K +$621K +5,633 New
SWP
455
Stratos Wealth Partners
Ohio
$615K -$50.4K -457 -8%
NWMG
456
National Wealth Management Group
Ohio
$610K +$609K +5,521 New
CCG
457
Ceeto Capital Group
Florida
$608K – – –
RI
458
Rinkey Investments
California
$602K -$59.3K -538 -9%
MWM
459
MGB Wealth Management
Texas
$587K – – –
FWSM
460
First Wilshire Securities Management
California
$582K +$6.07K +55 +1%
EWA
461
Exencial Wealth Advisors
Oklahoma
$581K +$2.54K +23 +0.4%
SA
462
Sicart Associates
New York
$569K – – –
1CP
463
17 Capital Partners
Arizona
$566K +$1.21K +11 +0.2%
RT
464
Rockland Trust
Massachusetts
$566K +$565K +5,124 New
IA
465
Intellus Advisors
Florida
$561K -$1.12M -10,157 -67%
CGPCS
466
Capital Group Private Client Services
California
$552K – – –
PAG
467
Private Advisory Group
Washington
$552K -$8.64M -78,348 -94%
CAPTRUST Financial Advisors
468
CAPTRUST Financial Advisors
North Carolina
$548K +$8.27K +75 +2%
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$544K -$4.52K -41 -0.8%
LHWM
470
Lake Hills Wealth Management
Texas
$533K -$131K -1,184 -20%
VA
471
Vestwell Advisors
New York
$532K – – –
WIA
472
World Investment Advisors
California
$531K +$5.07K +46 +1%
IAN
473
Integrated Advisors Network
Texas
$528K -$7.61K -69 -1%
PC
474
Pecaut & Co
Iowa
$520K -$50K -453 -9%
SWM
475
Silverlake Wealth Management
Vermont
$518K +$517K +4,684 New
17 18
19
20 21

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.