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
FAG
526
Fortitude Advisory Group
Washington
$373K
SLG
527
Stanley-Laman Group
Pennsylvania
$365K
HWM
528
Hemington Wealth Management
Virginia
$364K
SFG
529
Sage Financial Group
Pennsylvania
$364K
CA
530
Crane Advisory
California
$363K
PG
531
Prostatis Group
Maryland
$363K
WANY
532
Wealthspire Advisors (New York)
New York
$359K
SA
533
Sovran Advisors
California
$357K
M&T Bank
534
M&T Bank
New York
$354K
Kovitz Investment Group Partners
535
Kovitz Investment Group Partners
Illinois
$354K
S
536
SignatureFD
Georgia
$352K
SFP
537
Strategic Financial Partners
Oregon
$351K
PIMG
538
Patriot Investment Management Group
Tennessee
$341K
SIC
539
Salem Investment Counselors
North Carolina
$340K
BHPW
540
Beverly Hills Private Wealth
California
$333K
HA
541
Hanover Advisors
South Carolina
$331K
SF
542
Slagle Financial
Illinois
$330K
CF
543
Clarity Financial
Texas
$327K
FAG
544
Financial Architects (Georgia)
Georgia
$326K
AWM
545
Aprio Wealth Management
Georgia
$326K
TF
546
Trek Financial
Arizona
$321K
JEST
547
JTC Employer Solutions Trustee
Jersey
$318K
AI
548
Accredited Investors
Minnesota
$317K
Koshinski Asset Management
549
Koshinski Asset Management
Illinois
$317K
VHAM
550
Van Hulzen Asset Management
California
$312K