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iShares 0-1 Year Treasury Bond ETF

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: 721713 (-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: 8567 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SAW
476
Signal Advisors Wealth
Michigan
$620K -$13K -118 -2%
EWA
477
EP Wealth Advisors
California
$619K +$242K +2,197 +64%
FG
478
Foster Group
Iowa
$607K -$12.6K -114 -2%
CCG
479
Ceeto Capital Group
Florida
$607K
AIM
480
Advyzon Investment Management
Illinois
$605K +$604K +5,475 New
SC
481
Savant Capital
Illinois
$599K +$180K +1,631 +43%
LWL
482
Leo Wealth LLC
Texas
$595K
MWM
483
MGB Wealth Management
Texas
$587K
EWA
484
Exencial Wealth Advisors
Oklahoma
$579K -$58.1K -527 -9%
FWSM
485
First Wilshire Securities Management
California
$576K +$5.95K +54 +1%
PC
486
Pecaut & Co
Iowa
$569K
SA
487
Sicart Associates
New York
$569K
1CP
488
17 Capital Partners
Arizona
$565K +$564K +5,113 New
MCM
489
Mattern Capital Management
Colorado
$556K +$227K +2,061 +69%
CGPCS
490
Capital Group Private Client Services
California
$552K
WAP
491
Wealthcare Advisory Partners
Pennsylvania
$548K -$99.5K -902 -15%
CAPTRUST Financial Advisors
492
CAPTRUST Financial Advisors
North Carolina
$539K +$242K +2,195 +82%
TC
493
TownSquare Capital
Utah
$539K -$44.4M -402,249 -99%
PNC Financial Services Group
494
PNC Financial Services Group
Pennsylvania
$538K -$132K -1,196 -20%
GSIAS
495
Garden State Investment Advisory Services
New Jersey
$536K +$535K +4,852 New
IAN
496
Integrated Advisors Network
Texas
$535K -$2.43K -22 -0.5%
RFN
497
RDA Financial Network
Iowa
$535K -$127K -1,152 -19%
AWM
498
Apollon Wealth Management
South Carolina
$534K
AIA
499
Acute Investment Advisory
Arizona
$531K -$333K -3,020 -39%
VA
500
Valmark Advisers
Ohio
$527K +$55K +499 +12%

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.