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iShares 0-1 Year Treasury Bond ETF

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: 6885 (+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: 723721 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Maripau Wealth Management
Indiana
$597K -$177K -1,606 -23%
LWL
477
Leo Wealth LLC
Texas
$595K -$13.2K -120 -2%
HPM
478
Hudson Portfolio Management
New York
$591K -$44.1K -400 -7%
MWM
479
MGB Wealth Management
Texas
$587K -$6.4K -58 -1%
HA
480
Hanover Advisors
South Carolina
$581K
HNW
481
High Note Wealth
Minnesota
$578K -$37.4K -339 -6%
GIA
482
Gladstone Institutional Advisory
Florida
$575K +$18K +163 +3%
FWSM
483
First Wilshire Securities Management
California
$570K +$3.86K +35 +0.7%
PC
484
Pecaut & Co
Iowa
$570K -$26.1K -237 -4%
SA
485
Sicart Associates
New York
$569K
RWPA
486
Richard W. Paul & Associates
Michigan
$567K -$45.1K -409 -7%
GSEP
487
Golden State Equity Partners
California
$563K -$41.7K -378 -7%
CGPCS
488
Capital Group Private Client Services
California
$552K
JWA
489
JFS Wealth Advisors
Pennsylvania
$549K
MAM
490
Madison Asset Management
Wisconsin
$546K +$186K +1,687 +52%
WIA
491
World Investment Advisors
California
$542K -$680K -6,162 -56%
FCH
492
Freestone Capital Holdings
Washington
$542K +$163K +1,481 +43%
SWP
493
Stratos Wealth Partners
Ohio
$538K -$936K -8,483 -64%
IAN
494
Integrated Advisors Network
Texas
$538K -$14.8K -134 -3%
AWM
495
Apollon Wealth Management
South Carolina
$534K -$1.88K -17 -0.4%
EWM
496
Empirical Wealth Management
Washington
$532K +$531K +4,818 New
WWM
497
Western Wealth Management
Colorado
$523K +$113K +1,029 +28%
BAM
498
Belpointe Asset Management
Nevada
$520K +$520K +4,712 New
FAG
499
Fortitude Advisory Group
Washington
$518K +$47.6K +432 +10%
PTC
500
Private Trust Company
Ohio
$516K +$66.2K +600 +15%

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.