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iShares 0-1 Year Treasury Bond ETF
SHV

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: 68 → 85 (+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: 723 → 721 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$268M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88M
5
OC
Oakworth Capital
Alabama
+$84.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.3M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.8M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$74.5M -$992K -8,990 -1%
TLFA
27
True Link Financial Advisors
California
$69.8M +$8.92M +80,854 +15%
AssetMark Inc
28
AssetMark Inc
California
$68.7M +$62.5M +566,807 +1,031%
GC
29
Guidance Capital
Kentucky
$67.2M +$33.1M +299,691 +96%
Stifel Financial
30
Stifel Financial
Missouri
$66.3M +$3.33M +30,214 +5%
SF
31
Summit Financial
New Jersey
$64.8M +$64.7M +586,507 New
TA
32
Townsend & Associates
Colorado
$64.3M +$7.62M +69,045 +13%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$63.2M -$101M -913,664 -62%
Millennium Management
34
Millennium Management
New York
$62.4M +$18.7M +169,586 +43%
CG
35
Cynosure Group
Utah
$61.8M – – –
Cerity Partners
36
Cerity Partners
New York
$59M +$5.89M +53,363 +11%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$54.6M +$24.9M +225,850 +124%
GAG
38
GM Advisory Group
New York
$52.5M -$1.81M -16,388 -3%
AA
39
Acorns Advisers
California
$49.3M +$2.82M +25,578 +6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$46.5M +$16.6M +150,517 +56%
Jane Street
41
Jane Street
New York
$45.4M -$8.08M -73,298 -15%
FIA
42
Foundations Investment Advisors
Arizona
$45.4M -$525K -4,759 -1%
TC
43
TownSquare Capital
Utah
$45M +$2.81M +25,492 +7%
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
$44M +$3.33M +30,231 +8%
HighTower Advisors
45
HighTower Advisors
Illinois
$43.9M +$18.8M +170,250 +75%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$43.5M +$2.55M +23,101 +6%
BWM
47
Bulltick Wealth Management
Florida
$43.1M -$52.3M -473,775 -55%
AP
48
Americana Partners
Texas
$41.3M +$14.6M +132,454 +55%
CFC
49
Client First Capital
California
$39.4M +$5.86M +53,145 +18%
EC
50
Estate Counselors
Wisconsin
$38.5M +$37.2M +337,699 +3,242%
1
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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.