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iShares 0-1 Year Treasury Bond ETF

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: 6885 (+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: 723721 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VI
576
Vestcor Inc
New Brunswick, Canada
$301K +$15.4K +140 +5%
TWM
577
TCFG Wealth Management
California
$298K
CAPTRUST Financial Advisors
578
CAPTRUST Financial Advisors
North Carolina
$297K -$101K -915 -25%
BCM
579
Beaumont Capital Management
Massachusetts
$294K +$294K +2,663 New
RWB
580
RMR Wealth Builders
New Jersey
$291K -$26.1K -237 -8%
TA
581
TFB Advisors
Kansas
$280K +$280K +2,539 New
PG
582
Prostatis Group
Maryland
$279K +$278K +2,524 New
CAM
583
Clark Asset Management
New Hampshire
$278K +$551 +5 +0.2%
MWM
584
Maridea Wealth Management
New York
$277K -$118K -1,074 -30%
QCM
585
Quantinno Capital Management
New York
$276K
SWP
586
Sagespring Wealth Partners
Tennessee
$276K +$275K +2,497 New
PWM
587
PBMares Wealth Management
Virginia
$273K +$6.18K +56 +2%
COCM
588
Charter Oak Capital Management
New Hampshire
$273K -$10.4K -94 -4%
Thrivent Financial for Lutherans
589
Thrivent Financial for Lutherans
Minnesota
$271K
VWWMG
590
Vermillion & White Wealth Management Group
Pennsylvania
$271K
NL
591
NWAM LLC
Washington
$269K +$26.3K +238 +11%
HFS
592
Howard Financial Services
Texas
$269K +$51.2K +464 +24%
CTC
593
Central Trust Company
Missouri
$269K +$17.5K +159 +7%
PCS
594
Private Client Services
Kentucky
$262K +$15.1K +137 +6%
AIP
595
Almanack Investment Partners
Pennsylvania
$259K -$10K -91 -4%
SOWAS
596
Silver Oak Wealth Advisors Services
California
$258K -$227K -2,062 -47%
BMM
597
Buffington Mohr McNeal
Idaho
$257K -$132K -1,200 -34%
AIFS
598
A&I Financial Services
Colorado
$253K -$38.4K -348 -13%
SWP
599
Summit Wealth Partners
Florida
$248K
IF
600
Intrua Financial
Texas
$245K +$245K +2,220 New

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.