We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF

708 hedge funds and large institutions have $9.38B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 95 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 → $9.38B (-$86.5M)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 278

Holders
708
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
FG
451
Foster Group
Iowa
$657K
BDF
452
Black Diamond Financial
Maryland
$655K
CRWM
453
Castle Rock Wealth Management
California
$643K
AAG
454
Armstrong Advisory Group
Massachusetts
$639K
MFA
455
Mayflower Financial Advisors
Massachusetts
$637K
VFS
456
Valpey Financial Services
New Hampshire
$628K
LFS
457
Leibman Financial Services
Nebraska
$623K
NPF
458
Norris Perne & French
Michigan
$620K
SWA
459
SFMG Wealth Advisors
Texas
$618K
CCG
460
Ceeto Capital Group
Florida
$606K
FPAS
461
Focus Partners Advisor Solutions
Missouri
$605K
IWP
462
Innova Wealth Partners
Pennsylvania
$602K
SFG
463
Sage Financial Group
Pennsylvania
$598K
HAG
464
HighPoint Advisor Group
Illinois
$594K
BIG
465
Brooklyn Investment Group
New York
$590K
FWSM
466
First Wilshire Securities Management
California
$588K
NP
467
NorthRock Partners
Minnesota
$588K
5NPW
468
55 North Private Wealth
Florida
$588K
TCM
469
Triumph Capital Management
Colorado
$585K
IPAM
470
Investment Partners Asset Management
New Jersey
$581K
AAS
471
Ameritas Advisory Services
Nebraska
$580K
ACS
472
Archford Capital Strategies
Illinois
$579K
EWA
473
Exencial Wealth Advisors
Oklahoma
$578K
SA
474
Sicart Associates
New York
$567K
FPW
475
Flagship Private Wealth
Massachusetts
$562K