SHV icon

iShares 0-1 Year Treasury Bond ETF

729 hedge funds and large institutions have $9.91B invested in iShares 0-1 Year Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 274 increasing their positions, 274 reducing their positions, and 53 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 46.86%47.61% (+0.75%)

0% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 274

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$69.6M
2 -$42.1M
3 -$41.9M
4
Morgan Stanley
Morgan Stanley
New York
-$39.7M
5
OC
Oakworth Capital
Alabama
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$61.3M
CG
27
Cynosure Group
Utah
$60.3M
Truist Financial
28
Truist Financial
North Carolina
$59.6M
WLIM
29
White Lighthouse Investment Management
Massachusetts
$57.3M
AA
30
Acorns Advisers
California
$53.7M
HAFG
31
Hansen & Associates Financial Group
California
$52.3M
AFP
32
Ausdal Financial Partners
Iowa
$47.1M
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$46.1M
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$45.9M
AIFS
35
A&I Financial Services
Colorado
$43.9M
FIA
36
Foundations Investment Advisors
Arizona
$43.5M
LSIA
37
LaSalle St. Investment Advisors
Illinois
$42.4M
AWM
38
Able Wealth Management
New Jersey
$42.4M
SF
39
Summit Financial
New Jersey
$42M
Bank of Nova Scotia
40
Bank of Nova Scotia
Ontario, Canada
$40.4M
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$39.4M
Cerity Partners
42
Cerity Partners
New York
$39M
MPW
43
MASECO Private Wealth
$36.7M
FC
44
Financial Consulate
Maryland
$36.3M
OC
45
Oppenheimer & Co
New York
$36M
FM
46
Family Management
New York
$34.2M
MML Investors Services
47
MML Investors Services
Massachusetts
$34.2M
ASN
48
Advisory Services Network
Georgia
$32.5M
CFC
49
Client First Capital
California
$31.5M
Osaic Holdings
50
Osaic Holdings
Arizona
$31.1M