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iShares 0-1 Year Treasury Bond ETF

684 hedge funds and large institutions have $9.47B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 241 increasing their positions, 302 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $9.54B → $9.47B (-$77.8M)

0.96% less ownership

Funds ownership: 46.61%45.65% (-0.96%)

4% less funds holding

Funds holding: 713684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 6761 (-6)

20% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 302

21% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 66

Holders
684
Holders Change
-29
Holders Change %
-4.07%
% of All Funds
8.98%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
0.8%
New
52
Increased
241
Reduced
302
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Pinnacle Associates
New York
$516K +$88.6K +803 +21%
LWL
477
Leo Wealth LLC
Texas
$514K -$81K -734 -14%
WCM
478
Wealthcare Capital Management
Virginia
$513K
SC
479
Savant Capital
Illinois
$509K -$89.9K -815 -15%
CAAS
480
Capital Asset Advisory Services
Michigan
$509K -$426K -3,860 -46%
NP
481
NorthRock Partners
Minnesota
$508K +$507K +4,597 New
SL
482
Salomon & Ludwin
Virginia
$502K -$225K -2,040 -31%
TCM
483
Triumph Capital Management
Colorado
$499K -$2.76K -25 -0.6%
MP
484
McDonald Partners
Ohio
$497K -$2.87K -26 -0.6%
BEAM
485
Baker Ellis Asset Management
Washington
$492K
HPM
486
Hudson Portfolio Management
New York
$486K -$215K -1,950 -31%
FGA
487
Fortis Group Advisors
New Jersey
$482K -$340K -3,079 -41%
GFA
488
Gallagher Fiduciary Advisors
Illinois
$480K -$51.3M -464,910 -99%
MBT
489
Montecito Bank & Trust
California
$476K +$475K +4,310 New
TAM
490
TCP Asset Management
Ohio
$476K
RCG
491
Regatta Capital Group
California
$472K -$3.09K -28 -0.7%
HNW
492
High Note Wealth
Minnesota
$470K -$23.2K -210 -5%
RFP
493
Root Financial Partners
California
$467K -$471K -4,273 -50%
TIM
494
Tortoise Investment Management
New York
$466K -$262K -2,373 -36%
PNC Financial Services Group
495
PNC Financial Services Group
Pennsylvania
$466K -$72.3K -656 -13%
RP
496
Raelipskie Partnership
Ontario, Canada
$464K
1IA
497
1834 Investment Advisors
Wisconsin
$463K -$187K -1,692 -29%
HNB
498
Huntington National Bank
Ohio
$462K
BJL
499
Brighton Jones LLC
Washington
$461K -$8.71K -79 -2%
HOWA
500
Heritage Oak Wealth Advisors
Florida
$457K -$11.1K -101 -2%

SHV Hedge Fund Activity: Q3 2025 in Review

684 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2025, worth a combined $9.47B — down 0.82% from $9.54B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SHV and 52 opened new positions — a net loss of 14 holders — while 302 trimmed existing stakes and 241 added.

The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Mariner, cutting an estimated $79.8M.

  • 684 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2025, down from 713 in Q2 2025.
  • Funds reported $9.47B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2025, down 0.82% quarter-over-quarter.
  • 52 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2025 and 66 closed out, a net change of -14 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2025 was BlackRock, an estimated $260M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2025 was Mariner, an estimated $79.8M sold.

Based on aggregated 13F filings for Q3 2025.