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iShares 0-1 Year Treasury Bond ETF
SHV

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: 713 → 684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 67 → 61 (-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
–

Top Buyers

1
BlackRock
BlackRock
New York
+$260M
2
Wells Fargo
Wells Fargo
California
+$103M
3
LPL Financial
LPL Financial
California
+$47.5M
4
UBS Group
UBS Group
Switzerland
+$24.2M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$19.6M

Top Sellers

1
Mariner
Mariner
Kansas
-$79.8M
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$51.3M
3
HAFG
Hansen & Associates Financial Group
California
-$35M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$33M
5
TLFA
True Link Financial Advisors
California
-$32.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
551
Accredited Investors
Minnesota
$317K +$6.51K +59 +2%
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$317K -$13.5K -122 -4%
VHAM
553
Van Hulzen Asset Management
California
$312K +$64.2K +582 +26%
PA
554
PFG Advisors
Arizona
$309K +$309K +2,800 New
JHC
555
J. Hagan Capital
Kentucky
$309K +$309K +2,798 New
VFA
556
Values First Advisors
Tennessee
$302K +$123K +1,119 +69%
VI
557
Vestcor Inc
New Brunswick, Canada
$301K – – –
BNP Paribas Financial Markets
558
BNP Paribas Financial Markets
France
$299K -$16.1M -146,395 -98%
NL
559
NWAM LLC
Washington
$297K +$1.54K +14 +0.5%
AFWM
560
Abich Financial Wealth Management
Virginia
$286K +$285K +2,587 New
CCWM
561
Cassaday & Co Wealth Management
Virginia
$284K -$7.06K -64 -2%
CAM
562
Clark Asset Management
New Hampshire
$280K +$772 +7 +0.3%
SMAM
563
Sugar Maple Asset Management
Wisconsin
$278K -$25K -227 -8%
MWM
564
Maridea Wealth Management
New York
$277K -$40.4K -366 -13%
HBS
565
Howard Bailey Securities
Indiana
$272K – – –
VWWMG
566
Vermillion & White Wealth Management Group
Pennsylvania
$271K – – –
CTC
567
Central Trust Company
Missouri
$269K – – –
RWB
568
RMR Wealth Builders
New Jersey
$266K +$772 +7 +0.3%
AQR Capital Management
569
AQR Capital Management
Connecticut
$263K +$262K +2,377 New
UBP
570
Union Bancaire Privee
Switzerland
$261K +$260K +2,360 New
VCM
571
Virtue Capital Management
Tennessee
$259K -$726K -6,582 -36%
ACA
572
Aptus Capital Advisors
Alabama
$257K +$4.19K +38 +2%
AIFAIM
573
American Institute for Advanced Investment Management
Arizona
$256K +$16K +145 +7%
Thrivent Financial for Lutherans
574
Thrivent Financial for Lutherans
Minnesota
$256K +$255K +2,316 New
GIA
575
Gladstone Institutional Advisory
Florida
$255K -$382K -3,467 -60%
21 22
23
24 25

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.