SHV icon

iShares 0-1 Year Treasury Bond ETF

706 hedge funds and large institutions have $9.37B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 249 increasing their positions, 278 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $9.46B → $9.37B (-$89.8M)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 278

Holders
706
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Probity Advisors
Texas
$372K
PWS
527
Physician Wealth Solutions
Nevada
$372K
FAG
528
Fortitude Advisory Group
Washington
$372K
RBC
529
Romano Brothers & Co
Illinois
$360K
DWM
530
Dopkins Wealth Management
New York
$359K
M&T Bank
531
M&T Bank
New York
$358K
SIC
532
Salem Investment Counselors
North Carolina
$358K
VHAM
533
Van Hulzen Asset Management
California
$355K
SFP
534
Strategic Financial Partners
Oregon
$352K
GM
535
GeoWealth Management
Illinois
$351K
NAS
536
NWF Advisory Services
California
$346K
CA
537
Crane Advisory
California
$343K
SPWM
538
Spartan Planning & Wealth Management
North Carolina
$339K
RFN
539
RDA Financial Network
Iowa
$335K
FAG
540
Financial Architects (Georgia)
Georgia
$329K
PCS
541
Private Client Services
Kentucky
$329K
CIG
542
Cairn Investment Group
Washington
$328K
RFP
543
Root Financial Partners
California
$327K
AWM
544
Aprio Wealth Management
Georgia
$325K
PIMG
545
Patriot Investment Management Group
Tennessee
$323K
CCM
546
Crabel Capital Management
California
$322K
FA
547
Fountainhead AM
New Jersey
$322K
CF
548
Clarity Financial
Texas
$319K
AI
549
Accredited Investors
Minnesota
$318K
JEST
550
JTC Employer Solutions Trustee
Jersey
$317K