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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
WCM
501
Wealthcare Capital Management
Virginia
$513K
WANY
502
Wealthspire Advisors (New York)
New York
$511K +$239K +2,163 +88%
JWM
503
Jessup Wealth Management
Ohio
$502K +$137K +1,238 +37%
RCS
504
Retirement Capital Strategies
California
$501K
MP
505
McDonald Partners
Ohio
$500K
TBC
506
Ted Buchan & Co
California
$493K
BEAM
507
Baker Ellis Asset Management
Washington
$492K -$551K -5,000 -53%
GFA
508
Gallagher Fiduciary Advisors
Illinois
$491K +$490K +4,444 New
CM
509
Columbus Macro
Pennsylvania
$483K +$13.8K +125 +3%
TAM
510
TCP Asset Management
Ohio
$482K -$5.51K -50 -1%
Kovitz Investment Group Partners
511
Kovitz Investment Group Partners
Illinois
$480K +$16.1K +146 +3%
CRWM
512
Castle Rock Wealth Management
California
$476K +$1.1K +10 +0.2%
VA
513
Valmark Advisers
Ohio
$472K +$3.2K +29 +0.7%
HOWA
514
Heritage Oak Wealth Advisors
Florida
$468K -$206K -1,868 -31%
RBC
515
Romano Brothers & Co
Illinois
$467K +$43.6K +395 +10%
JEST
516
JTC Employer Solutions Trustee
Jersey
$467K -$149K -1,351 -24%
RP
517
Raelipskie Partnership
Ontario, Canada
$464K
TCM
518
Triumph Capital Management
Colorado
$464K +$149K +1,350 +47%
MWS
519
MFA Wealth Services
California
$463K -$1.49M -13,534 -76%
HNB
520
Huntington National Bank
Ohio
$462K
VFA
521
Voya Financial Advisors
Connecticut
$461K +$159K +1,442 +53%
BJL
522
Brighton Jones LLC
Washington
$461K -$113K -1,025 -20%
AC
523
Avory & Company
Florida
$458K +$457K +4,142 New
CWA
524
Consilium Wealth Advisory
Texas
$449K +$61.8K +560 +16%
MWM
525
Mission Wealth Management
California
$443K +$26.8K +243 +6%

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.