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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
AI
576
Accredited Investors
Minnesota
$311K
TSS
577
Two Sigma Securities
New York
$309K -$2.66M -24,158 -90%
SMAM
578
Sugar Maple Asset Management
Wisconsin
$303K
VI
579
Vestcor Inc
New Brunswick, Canada
$301K
NL
580
NWAM LLC
Washington
$295K +$25.9K +235 +10%
CCWM
581
Cassaday & Co Wealth Management
Virginia
$290K +$52.9K +480 +22%
TA
582
TFB Advisors
Kansas
$289K +$8.82K +80 +3%
CAM
583
Clark Asset Management
New Hampshire
$279K +$662 +6 +0.2%
HBS
584
Howard Bailey Securities
Indiana
$272K +$272K +2,464 New
VWWMG
585
Vermillion & White Wealth Management Group
Pennsylvania
$271K
CTC
586
Central Trust Company
Missouri
$269K
CIAS
587
Capital Investment Advisory Services
North Carolina
$268K -$51.3K -465 -16%
SOWAS
588
Silver Oak Wealth Advisors Services
California
$266K +$7.61K +69 +3%
RWB
589
RMR Wealth Builders
New Jersey
$265K -$26.2K -238 -9%
EC
590
EdgeRock Capital
Colorado
$264K +$263K +2,387 New
PRS
591
Pinkerton Retirement Specialists
Idaho
$254K -$399K -3,621 -61%
AIFS
592
A&I Financial Services
Colorado
$253K
ACA
593
Aptus Capital Advisors
Alabama
$252K +$17.9K +162 +8%
PHAM
594
Palisades Hudson Asset Management
Florida
$251K +$251K +2,276 New
COCM
595
Charter Oak Capital Management
New Hampshire
$250K -$22.7K -206 -8%
NFG
596
Nations Financial Group
Iowa
$249K +$249K +2,256 New
SWP
597
Summit Wealth Partners
Florida
$248K
VHAM
598
Van Hulzen Asset Management
California
$247K +$2.65K +24 +1%
SW
599
StrongBox Wealth
Missouri
$245K
PWM
600
PBMares Wealth Management
Virginia
$242K -$30.8K -279 -11%

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.