SHV icon

iShares 0-1 Year Treasury Bond ETF

688 hedge funds and large institutions have $9.28B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 85 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 ownership

Funds ownership:

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $9.45B → $9.28B (-$170M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 271

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
ACA
601
Aptus Capital Advisors
Alabama
$183K
WPA
602
Wealth Preservation Advisors
Tennessee
$181K
IRC
603
Investors Research Corp
Georgia
$179K
RF
604
Rossby Financial
Florida
$172K
BNP Paribas Financial Markets
605
BNP Paribas Financial Markets
France
$160K
BCV
606
Banque Cantonale Vaudoise
Switzerland
$132K
FRA
607
Front Row Advisors
California
$112K
WETS
608
Wealth Enhancement Trust Services
South Dakota
$110K
TRCT
609
Tower Research Capital (TRC)
New York
$109K
TFA
610
Transamerica Financial Advisors
Florida
$106K
SC
611
SouthState Corp
Florida
$102K
BCA
612
Bitterroot Capital Advisors
Montana
$102K
GWM
613
Geneos Wealth Management
Colorado
$95.5K
APW
614
Aventura Private Wealth
Florida
$93.6K
CIBC Private Wealth Group
615
CIBC Private Wealth Group
Georgia
$88.2K
LWANC
616
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.4K
BHWM
617
Beaird Harris Wealth Management
Texas
$79.6K
SHIM
618
Stone House Investment Management
Pennsylvania
$73.1K
FHA
619
Flagship Harbor Advisors
Massachusetts
$70.3K
SAM
620
Smartleaf Asset Management
Massachusetts
$63.3K
CMBA
621
C.M. Bidwell & Associates
Hawaii
$57.9K
AUB
622
Atlantic Union Bankshares
Virginia
$56.2K
Lazard Asset Management
623
Lazard Asset Management
New York
$55.1K
KFG
624
Kingdom Financial Group
Arizona
$55K
PPL
625
Planning Project LLC
Texas
$54K