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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
CA
551
Crane Advisory
California
$369K +$369K +3,348 New
KP
552
Keel Point
Alabama
$368K +$3.31K +30 +0.9%
CCM
553
Crabel Capital Management
California
$364K -$30K -272 -8%
HWM
554
Hemington Wealth Management
Virginia
$363K
PIMG
555
Patriot Investment Management Group
Tennessee
$357K -$41.8K -379 -11%
ACG
556
Allen Capital Group
Nebraska
$356K +$54.7K +496 +18%
SIC
557
Salem Investment Counselors
North Carolina
$355K -$41.9K -380 -11%
SFG
558
Sage Financial Group
Pennsylvania
$353K +$353K +3,200 New
M&T Bank
559
M&T Bank
New York
$348K
SFP
560
Strategic Financial Partners
Oregon
$342K -$551 -5 -0.2%
PG
561
Prostatis Group
Maryland
$339K +$59.9K +543 +22%
HIM
562
Hanlon Investment Management
New Jersey
$331K -$7.61K -69 -2%
HA
563
Hanover Advisors
South Carolina
$330K -$250K -2,269 -43%
Koshinski Asset Management
564
Koshinski Asset Management
Illinois
$330K -$40.7K -369 -11%
SF
565
Slagle Financial
Illinois
$330K +$329K +2,986 New
CF
566
Clarity Financial
Texas
$327K +$327K +2,965 New
FAG
567
Financial Architects (Georgia)
Georgia
$327K +$2.21K +20 +0.7%
SIM
568
Seaview Investment Managers
Florida
$324K +$323K +2,930 New
SC
569
Summa Corp
Texas
$323K +$99.5K +902 +30%
AWM
570
Aprio Wealth Management
Georgia
$323K +$1.99K +18 +0.6%
GAM
571
Gotham Asset Management
New York
$321K
TF
572
Trek Financial
Arizona
$320K +$320K +2,901 New
JEST
573
JTC Employer Solutions Trustee
Jersey
$318K -$149K -1,351 -32%
MWM
574
Maridea Wealth Management
New York
$318K +$40.5K +367 +15%
APW
575
Aventura Private Wealth
Florida
$317K -$310K -2,811 -50%

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.