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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
JIC
501
Joel Isaacson & Co
New York
$451K
RBC
502
Romano Brothers & Co
Illinois
$451K
IPW
503
Intergy Private Wealth
Colorado
$446K +$5.29K +48 +1%
AIA
504
Acute Investment Advisory
Arizona
$443K -$88.6K -803 -17%
WWM
505
Western Wealth Management
Colorado
$442K +$5.51K +50 +1%
JWM
506
Jessup Wealth Management
Ohio
$439K +$5.74K +52 +1%
JSSH
507
J. Safra Sarasin Holding
$437K
NC
508
North Capital
Utah
$430K +$110 +1 +0%
AWM
509
Apollon Wealth Management
South Carolina
$428K -$106K -961 -20%
BB
510
Berkshire Bank
Massachusetts
$428K -$1.63M -14,807 -79%
RFN
511
RDA Financial Network
Iowa
$417K -$118K -1,070 -22%
CG
512
Caprock Group
Idaho
$415K +$414K +3,757 New
MWS
513
MFA Wealth Services
California
$415K -$53K -481 -11%
MAM
514
Madison Asset Management
Wisconsin
$414K -$267K -2,422 -39%
AWA
515
A4 Wealth Advisors
North Carolina
$414K +$413K +3,744 New
PCS
516
Private Client Services
Kentucky
$411K -$790K -7,164 -66%
BPC
517
Bearing Point Capital
Minnesota
$409K -$60.1K -545 -13%
DWM
518
Drive Wealth Management
Utah
$408K -$7.55M -68,499 -95%
CIG
519
Cairn Investment Group
Washington
$401K -$5.51K -50 -1%
IP
520
Investment Partners
Ohio
$401K
TF
521
Tompkins Financial
New York
$401K
HIM
522
Hanlon Investment Management
New Jersey
$400K +$68.8K +624 +21%
LC
523
LTG Capital
Massachusetts
$400K
GM
524
GeoWealth Management
Illinois
$382K -$24.9K -226 -6%
SC
525
Summa Corp
Texas
$381K -$49.9K -452 -12%

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.