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iShares 0-1 Year Treasury Bond ETF
SHV

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: 721 → 713 (-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: 85 → 67 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$86.4M
2
Wells Fargo
Wells Fargo
California
+$80.8M
3
BlackRock
BlackRock
New York
+$77.7M
4
UBS Group
UBS Group
Switzerland
+$73.8M
5
Morgan Stanley
Morgan Stanley
New York
+$71.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$162M
2
Renaissance Technologies
Renaissance Technologies
New York
-$115M
3
MW
Marks Wealth
Maryland
-$102M
4
Millennium Management
Millennium Management
New York
-$59.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$45.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$68.5M +$5.33M +48,362 +8%
TA
27
Townsend & Associates
Colorado
$65.4M +$1.08M +9,794 +2%
Ameriprise
28
Ameriprise
Minnesota
$65.1M -$20.7M -188,112 -24%
CG
29
Cynosure Group
Utah
$61.8M – – –
Cerity Partners
30
Cerity Partners
New York
$59M +$18.6K +169 +0%
MW
31
Marks Wealth
Maryland
$53.1M -$102M -929,282 -66%
FIA
32
Foundations Investment Advisors
Arizona
$51.1M +$5.73M +52,011 +13%
AA
33
Acorns Advisers
California
$49.6M +$317K +2,877 +0.6%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$48.9M +$3.5M +31,706 +8%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$46.5M -$26.8K -243 -0.1%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$43.3M -$8.84M -80,195 -20%
Bank of Nova Scotia
37
Bank of Nova Scotia
Ontario, Canada
$42.1M -$1.85M -16,769 -4%
CFC
38
Client First Capital
California
$41M +$1.59M +14,398 +4%
BWM
39
Bulltick Wealth Management
Florida
$38.6M -$4.41M -39,959 -10%
MML Investors Services
40
MML Investors Services
Massachusetts
$38.1M +$3.03M +27,486 +9%
FM
41
Family Management
New York
$37.5M +$1.73M +15,695 +5%
AP
42
Americana Partners
Texas
$36.8M -$4.47M -40,569 -11%
Osaic Holdings
43
Osaic Holdings
Arizona
$35.7M +$7.67M +69,537 +27%
Goldman Sachs
44
Goldman Sachs
New York
$35.4M +$5.07M +46,024 +17%
GRP
45
Global Retirement Partners
California
$34.8M +$34.7M +315,119 New
BS
46
Banco Santander
Spain
$34.1M +$21.6M +196,238 +174%
GC
47
Guidance Capital
Kentucky
$32.7M -$34.5M -313,268 -51%
SF
48
Summit Financial
New Jersey
$32.3M -$32.4M -294,041 -50%
ASN
49
Advisory Services Network
Georgia
$32M -$4.57M -41,418 -13%
WLIM
50
White Lighthouse Investment Management
Massachusetts
$31.8M +$133K +1,208 +0.4%
1
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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.