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iShares 0-1 Year Treasury Bond ETF
SHV

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: 68 → 85 (+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: 723 → 721 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$268M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88M
5
OC
Oakworth Capital
Alabama
+$84.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.3M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.8M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
551
Koshinski Asset Management
Illinois
$371K -$20.8K -189 -5%
KP
552
Keel Point
Alabama
$364K -$471K -4,270 -56%
HWM
553
Hemington Wealth Management
Virginia
$363K – – –
LC
554
LTG Capital
Massachusetts
$360K – – –
LFAS
555
Level Four Advisory Services
Texas
$357K +$27.9K +253 +8%
QFA
556
Quattro Financial Advisors
Texas
$354K – – –
M&T Bank
557
M&T Bank
New York
$348K +$93.7K +850 +37%
SFP
558
Strategic Financial Partners
Oregon
$342K +$106K +965 +45%
HIM
559
Hanlon Investment Management
New Jersey
$339K +$338K +3,069 New
S
560
SignatureFD
Georgia
$339K +$1.32K +12 +0.4%
IA
561
Integrity Alliance
Iowa
$338K +$338K +3,063 New
SC
562
Summa Corp
Texas
$331K +$331K +3,000 New
MCM
563
Mattern Capital Management
Colorado
$328K +$328K +2,972 New
FAG
564
Financial Architects (Georgia)
Georgia
$325K -$1.1K -10 -0.3%
GAM
565
Gotham Asset Management
New York
$321K – – –
AWM
566
Aprio Wealth Management
Georgia
$321K +$23.7K +215 +8%
GAA
567
Global Assets Advisory
Florida
$321K +$321K +2,910 New
CIAS
568
Capital Investment Advisory Services
North Carolina
$319K +$9.71K +88 +3%
PA
569
PFG Advisors
Arizona
$317K +$3.09K +28 +1%
CG
570
Caprock Group
Idaho
$315K +$315K +2,854 New
National Bank of Canada
571
National Bank of Canada
Quebec, Canada
$312K -$538K -4,881 -63%
AI
572
Accredited Investors
Minnesota
$311K +$4.19K +38 +1%
HKIMG
573
Hutchens & Kramer Investment Management Group
Indiana
$308K +$307K +2,787 New
SMAM
574
Sugar Maple Asset Management
Wisconsin
$303K – – –
ACG
575
Allen Capital Group
Nebraska
$302K -$205K -1,861 -41%
21 22
23
24 25

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.