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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
QCM
576
Quantinno Capital Management
New York
$254K +$52.8K +479 +26%
JSAM
577
J. Safra Asset Management
New York
$254K +$21.9K +199 +9%
PS
578
Planned Solutions
California
$252K +$251K +2,280 New
COCM
579
Charter Oak Capital Management
New Hampshire
$249K -$1.1K -10 -0.4%
SWP
580
Summit Wealth Partners
Florida
$248K – – –
SW
581
StrongBox Wealth
Missouri
$248K +$3.09K +28 +1%
BFS
582
BridgePort Financial Solutions
Iowa
$247K +$47K +426 +23%
APW
583
Aventura Private Wealth
Florida
$245K -$71.7K -650 -23%
MWM
584
Mission Wealth Management
California
$242K – – –
MCC
585
Money Concepts Capital
Florida
$237K +$237K +2,145 New
ICMM
586
Integrated Capital Management (Michigan)
Michigan
$236K +$221 +2 +0.1%
AIP
587
Almanack Investment Partners
Pennsylvania
$236K – – –
SFGP
588
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$236K +$235K +2,134 New
PRS
589
Pinkerton Retirement Specialists
Idaho
$232K -$22.5K -204 -9%
DWM
590
Daner Wealth Management
Georgia
$232K – – –
WPC
591
Wedmont Private Capital
Pennsylvania
$230K – – –
GSEP
592
Golden State Equity Partners
California
$229K – – –
SAI
593
Savvy Advisors Inc
New York
$227K -$882 -8 -0.4%
GWMR
594
GC Wealth Management RIA
Massachusetts
$227K +$2.65K +24 +1%
TWM
595
Trueblood Wealth Management
Ohio
$224K +$15.6K +141 +7%
WMA
596
Wealth Management Associates
New Jersey
$221K – – –
WIP
597
WealthCare Investment Partners
Rhode Island
$213K +$2.21K +20 +1%
SMC
598
Smith, Moore & Co
Missouri
$212K +$221 +2 +0.1%
LFA
599
Lauterbach Financial Advisors
Texas
$211K +$2.21K +20 +1%
DWP
600
Daymark Wealth Partners
Ohio
$210K – – –
22 23
24
25 26

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.