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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
MWM
601
Mission Wealth Management
California
$242K -$201K -1,819 -45%
AIFAIM
602
American Institute for Advanced Investment Management
Arizona
$240K
ICMM
603
Integrated Capital Management (Michigan)
Michigan
$236K +$1.1K +10 +0.5%
AIP
604
Almanack Investment Partners
Pennsylvania
$236K -$23.5K -213 -9%
JSAM
605
J. Safra Asset Management
New York
$232K
DWM
606
Daner Wealth Management
Georgia
$231K +$232K +2,100 New
WPC
607
Wedmont Private Capital
Pennsylvania
$230K
GSEP
608
Golden State Equity Partners
California
$228K -$334K -3,026 -59%
SAI
609
Savvy Advisors Inc
New York
$228K +$228K +2,065 New
GWMR
610
GC Wealth Management RIA
Massachusetts
$224K +$22.4K +203 +11%
FGWP
611
Founders Grove Wealth Partners
Virginia
$222K +$222K +2,012 New
ACS
612
Archford Capital Strategies
Illinois
$221K -$384K -3,479 -63%
WBC
613
West Branch Capital
Massachusetts
$221K +$2.31K +21 +1%
TWM
614
TCFG Wealth Management
California
$221K -$77.2K -700 -26%
WMA
615
Wealth Management Associates
New Jersey
$221K
B
616
Barings
North Carolina
$217K -$33M -299,645 -99%
BI
617
Beckerman Institutional
New Jersey
$217K -$14.4K -131 -6%
SMC
618
Smith, Moore & Co
Missouri
$212K +$110 +1 +0.1%
TA
619
TruWealth Advisors
Louisiana
$211K -$422K -3,827 -67%
WIP
620
WealthCare Investment Partners
Rhode Island
$211K +$1.43K +13 +0.7%
LA
621
Latitude Advisors
Florida
$210K +$5.84K +53 +3%
DWP
622
Daymark Wealth Partners
Ohio
$210K
LFA
623
Lauterbach Financial Advisors
Texas
$208K +$2.1K +19 +1%
TWM
624
Trueblood Wealth Management
Ohio
$208K +$208K +1,882 New
PCFFS
625
Pacific Center for Financial Services
California
$207K +$141K +1,280 +215%

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.