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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
IPW
526
Intergy Private Wealth
Colorado
$441K +$57.9K +525 +15%
JSSH
527
J. Safra Sarasin Holding
$437K
WWM
528
Western Wealth Management
Colorado
$437K -$85.8K -778 -16%
JWM
529
Jessup Wealth Management
Ohio
$433K -$68.6K -622 -14%
NC
530
North Capital
Utah
$430K
NAS
531
NWF Advisory Services
California
$427K +$426K +3,868 New
PA
532
Pinnacle Associates
New York
$427K +$426K +3,866 New
DT
533
Diversified Trust
Tennessee
$426K -$4.08K -37 -1%
TCM
534
TT Capital Management
California
$415K +$3.42K +31 +0.8%
FIM
535
Freedom Investment Management
Connecticut
$407K +$26.9K +244 +7%
GM
536
GeoWealth Management
Illinois
$407K +$263K +2,383 +183%
CIG
537
Cairn Investment Group
Washington
$406K +$405K +3,675 New
BHPW
538
Beverly Hills Private Wealth
California
$405K -$368K -3,335 -48%
SWP
539
Sagespring Wealth Partners
Tennessee
$404K +$128K +1,164 +47%
IP
540
Investment Partners
Ohio
$400K
TF
541
Tompkins Financial
New York
$400K +$400K +3,626 New
LC
542
LTG Capital
Massachusetts
$400K +$39.9K +362 +11%
WANY
543
Wealthspire Advisors (New York)
New York
$399K -$112K -1,015 -22%
SPWM
544
Spartan Planning & Wealth Management
North Carolina
$395K -$418K -3,794 -51%
SPW
545
Surience Private Wealth
Washington
$388K -$3.73M -33,808 -91%
ATC
546
Argent Trust Co
Tennessee
$382K
SLG
547
Stanley-Laman Group
Pennsylvania
$374K -$7.61K -69 -2%
PA
548
Probity Advisors
Texas
$373K
PWS
549
Physician Wealth Solutions
Nevada
$373K -$41.3K -375 -10%
FAG
550
Fortitude Advisory Group
Washington
$372K -$146K -1,324 -28%

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.