SHV icon

iShares 0-1 Year Treasury Bond ETF

677 hedge funds and large institutions have $9.58B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 242 increasing their positions, 297 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

19% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 297

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
677
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
501
Acute Investment Advisory
Arizona
$443K
WWM
502
Western Wealth Management
Colorado
$442K
JWM
503
Jessup Wealth Management
Ohio
$439K
JSSH
504
J. Safra Sarasin Holding
$437K
NC
505
North Capital
Utah
$430K
AWM
506
Apollon Wealth Management
South Carolina
$428K
BB
507
Berkshire Bank
Massachusetts
$428K
RFN
508
RDA Financial Network
Iowa
$417K
CG
509
Caprock Group
Idaho
$415K
MWS
510
MFA Wealth Services
California
$415K
MAM
511
Madison Asset Management
Wisconsin
$414K
AWA
512
A4 Wealth Advisors
North Carolina
$414K
PCS
513
Private Client Services
Kentucky
$411K
BPC
514
Bearing Point Capital
Minnesota
$409K
DWM
515
Drive Wealth Management
Utah
$408K
CIG
516
Cairn Investment Group
Washington
$401K
IP
517
Investment Partners
Ohio
$401K
TF
518
Tompkins Financial
New York
$401K
HIM
519
Hanlon Investment Management
New Jersey
$400K
LC
520
LTG Capital
Massachusetts
$400K
GM
521
GeoWealth Management
Illinois
$382K
SC
522
Summa Corp
Texas
$381K
VFO
523
Virtus Family Office
Texas
$377K
PA
524
Probity Advisors
Texas
$374K
PWS
525
Physician Wealth Solutions
Nevada
$373K