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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
VFO
526
Virtus Family Office
Texas
$377K -$431K -3,910 -53%
PA
527
Probity Advisors
Texas
$374K
PWS
528
Physician Wealth Solutions
Nevada
$373K
FAG
529
Fortitude Advisory Group
Washington
$373K
SLG
530
Stanley-Laman Group
Pennsylvania
$365K -$9.48K -86 -3%
HWM
531
Hemington Wealth Management
Virginia
$364K +$551 +5 +0.2%
SFG
532
Sage Financial Group
Pennsylvania
$364K +$9.93K +90 +3%
CA
533
Crane Advisory
California
$363K -$5.74K -52 -2%
PG
534
Prostatis Group
Maryland
$363K +$24.3K +220 +7%
WANY
535
Wealthspire Advisors (New York)
New York
$359K -$39.6K -359 -10%
SA
536
Sovran Advisors
California
$357K -$4.14M -37,513 -92%
M&T Bank
537
M&T Bank
New York
$354K +$5.96K +54 +2%
Kovitz Investment Group Partners
538
Kovitz Investment Group Partners
Illinois
$354K -$132K -1,200 -27%
S
539
SignatureFD
Georgia
$352K -$450K -4,081 -56%
SFP
540
Strategic Financial Partners
Oregon
$351K +$8.82K +80 +3%
PIMG
541
Patriot Investment Management Group
Tennessee
$341K -$15.8K -143 -4%
SIC
542
Salem Investment Counselors
North Carolina
$340K -$15.4K -140 -4%
BHPW
543
Beverly Hills Private Wealth
California
$333K -$71.9K -652 -18%
HA
544
Hanover Advisors
South Carolina
$331K
SF
545
Slagle Financial
Illinois
$330K
CF
546
Clarity Financial
Texas
$327K -$662 -6 -0.2%
FAG
547
Financial Architects (Georgia)
Georgia
$326K -$1.1K -10 -0.3%
AWM
548
Aprio Wealth Management
Georgia
$326K +$3.2K +29 +1%
TF
549
Trek Financial
Arizona
$321K
JEST
550
JTC Employer Solutions Trustee
Jersey
$318K

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.