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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
SW
601
StrongBox Wealth
Missouri
$245K -$9.38K -85 -4%
VHAM
602
Van Hulzen Asset Management
California
$245K +$108K +980 +79%
AIFAIM
603
American Institute for Advanced Investment Management
Arizona
$240K +$240K +2,175 New
MC
604
Moors & Cabot
Massachusetts
$239K +$772 +7 +0.3%
CA
605
Calton & Associates
Florida
$238K +$237K +2,152 New
CCWM
606
Cassaday & Co Wealth Management
Virginia
$237K -$15K -136 -6%
Northern Trust
607
Northern Trust
Illinois
$235K +$235K +2,130 New
ICMM
608
Integrated Capital Management (Michigan)
Michigan
$235K +$235K +2,127 New
ACA
609
Aptus Capital Advisors
Alabama
$235K -$4.74K -43 -2%
PI
610
PFG Investments
New York
$233K -$9.27K -84 -4%
JSAM
611
J. Safra Asset Management
New York
$232K -$25.7K -233 -10%
BI
612
Beckerman Institutional
New Jersey
$232K +$6.07K +55 +3%
WPC
613
Wedmont Private Capital
Pennsylvania
$230K
CWC
614
Carolinas Wealth Consulting
North Carolina
$228K +$1.54K +14 +0.7%
TFM
615
TFC Financial Management
Massachusetts
$225K +$1.54K +14 +0.7%
WMA
616
Wealth Management Associates
New Jersey
$221K
WBC
617
West Branch Capital
Massachusetts
$219K +$1.54K +14 +0.7%
DAC
618
Dividend Assets Capital
South Carolina
$216K +$216K +1,957 New
WSFS
619
Wilmington Savings Fund Society
Delaware
$213K +$4.96K +45 +2%
SMC
620
Smith, Moore & Co
Missouri
$212K -$230K -2,085 -52%
A
621
Allianz
Germany
$212K -$98K -889 -32%
WIP
622
WealthCare Investment Partners
Rhode Island
$210K +$2.21K +20 +1%
DWP
623
Daymark Wealth Partners
Ohio
$210K -$52.6K -477 -20%
SAM
624
Secure Asset Management
Michigan
$210K -$22.5K -204 -10%
LFA
625
Lauterbach Financial Advisors
Texas
$206K +$1.43K +13 +0.7%

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.