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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
Lido Advisors
526
Lido Advisors
California
$439K +$84.6K +767 +24%
JSSH
527
J. Safra Sarasin Holding
$437K -$2.83M -25,617 -87%
DT
528
Diversified Trust
Tennessee
$430K -$10.9K -99 -2%
NC
529
North Capital
Utah
$430K +$429K +3,891 New
VPA
530
Vernal Point Advisors
California
$427K
KPWS
531
Kestra Private Wealth Services
Texas
$423K -$46.2K -419 -10%
WIM
532
Wittenberg Investment Management
Massachusetts
$420K +$199K +1,800 +90%
SC
533
Savant Capital
Illinois
$419K -$385K -3,489 -48%
PWS
534
Physician Wealth Solutions
Nevada
$415K -$15.3K -139 -4%
TCM
535
TT Capital Management
California
$412K -$13K -118 -3%
SFC
536
SYM Financial Corp
Indiana
$412K +$12K +109 +3%
CWA
537
Centennial Wealth Advisory
Michigan
$402K -$43.3K -393 -10%
IP
538
Investment Partners
Ohio
$401K
EMAM
539
Encompass More Asset Management
California
$400K +$399K +3,620 New
PIMG
540
Patriot Investment Management Group
Tennessee
$399K -$54.2K -491 -12%
SIC
541
Salem Investment Counselors
North Carolina
$397K -$18.2K -165 -4%
CCM
542
Crabel Capital Management
California
$394K +$394K +3,570 New
IPW
543
Intergy Private Wealth
Colorado
$383K +$13.3K +121 +4%
ATC
544
Argent Trust Co
Tennessee
$382K
SLG
545
Stanley-Laman Group
Pennsylvania
$382K +$31.9K +289 +9%
FIM
546
Freedom Investment Management
Connecticut
$380K +$380K +3,441 New
CCC
547
Compass Capital Corp
Massachusetts
$380K
DAS
548
Diversify Advisory Services
Utah
$378K +$65.7K +596 +21%
EWA
549
EP Wealth Advisors
California
$376K -$67.9K -616 -15%
PA
550
Probity Advisors
Texas
$373K -$518K -4,693 -58%

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.