SHV icon

iShares 0-1 Year Treasury Bond ETF

690 hedge funds and large institutions have $9.29B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 247 increasing their positions, 271 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $9.45B → $9.29B (-$164M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 271

Holders
690
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
601
Sound Portfolio Advisors
Connecticut
$201K
ACA
602
Aptus Capital Advisors
Alabama
$183K
WPA
603
Wealth Preservation Advisors
Tennessee
$181K
IRC
604
Investors Research Corp
Georgia
$179K
RF
605
Rossby Financial
Florida
$172K
BNP Paribas Financial Markets
606
BNP Paribas Financial Markets
France
$160K
BCV
607
Banque Cantonale Vaudoise
Switzerland
$132K
FRA
608
Front Row Advisors
California
$112K
WETS
609
Wealth Enhancement Trust Services
South Dakota
$110K
TRCT
610
Tower Research Capital (TRC)
New York
$109K
TFA
611
Transamerica Financial Advisors
Florida
$106K
SC
612
SouthState Corp
Florida
$102K
BCA
613
Bitterroot Capital Advisors
Montana
$102K
GWM
614
Geneos Wealth Management
Colorado
$95.5K
APW
615
Aventura Private Wealth
Florida
$93.6K
AIM
616
Anchor Investment Management
South Carolina
$93.2K
CIBC Private Wealth Group
617
CIBC Private Wealth Group
Georgia
$88.2K
LWANC
618
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.4K
BHWM
619
Beaird Harris Wealth Management
Texas
$79.6K
SHIM
620
Stone House Investment Management
Pennsylvania
$73.1K
FHA
621
Flagship Harbor Advisors
Massachusetts
$70.3K
SAM
622
Smartleaf Asset Management
Massachusetts
$63.3K
CMBA
623
C.M. Bidwell & Associates
Hawaii
$57.9K
AUB
624
Atlantic Union Bankshares
Virginia
$56.2K
Lazard Asset Management
625
Lazard Asset Management
New York
$55.1K