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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
WIA
501
World Investment Advisors
California
$525K -$16.6K -151 -3%
IA
502
Integrity Alliance
Iowa
$518K +$180K +1,630 +53%
WCM
503
Wealthcare Capital Management
Virginia
$513K
TCM
504
Triumph Capital Management
Colorado
$501K +$37.5K +340 +8%
MP
505
McDonald Partners
Ohio
$500K
WWP
506
Waypoint Wealth Partners
California
$495K +$495K +4,485 New
HNW
507
High Note Wealth
Minnesota
$493K -$84.7K -768 -15%
CM
508
Columbus Macro
Pennsylvania
$492K +$8.38K +76 +2%
AAG
509
Armstrong Advisory Group
Massachusetts
$491K -$238K -2,160 -33%
BEAM
510
Baker Ellis Asset Management
Washington
$491K
Kovitz Investment Group Partners
511
Kovitz Investment Group Partners
Illinois
$486K +$5.84K +53 +1%
TAM
512
TCP Asset Management
Ohio
$475K -$6.62K -60 -1%
RCG
513
Regatta Capital Group
California
$474K -$392K -3,551 -45%
JWA
514
JFS Wealth Advisors
Pennsylvania
$473K -$75.2K -682 -14%
LFAS
515
Level Four Advisory Services
Texas
$471K +$115K +1,039 +32%
BJL
516
Brighton Jones LLC
Washington
$469K +$8.27K +75 +2%
BPC
517
Bearing Point Capital
Minnesota
$469K +$468K +4,245 New
HOWA
518
Heritage Oak Wealth Advisors
Florida
$468K -$331 -3 -0.1%
MWS
519
MFA Wealth Services
California
$468K +$4.96K +45 +1%
RP
520
Raelipskie Partnership
Ontario, Canada
$464K
HNB
521
Huntington National Bank
Ohio
$462K
RBC
522
Romano Brothers & Co
Illinois
$450K -$16.5K -150 -4%
JIC
523
Joel Isaacson & Co
New York
$450K +$450K +4,078 New
WA
524
Waverly Advisors
Alabama
$447K -$2.42M -21,923 -84%
FCH
525
Freestone Capital Holdings
Washington
$442K -$99.3K -901 -18%

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.