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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
CAS
626
Coppell Advisory Solutions
Texas
$205K -$2.5M -22,662 -93%
LA
627
Latitude Advisors
Florida
$204K -$1.67M -15,174 -89%
TFF
628
The Family Firm
Maryland
$204K +$1.54K +14 +0.8%
SSWM
629
Smith Salley Wealth Management
North Carolina
$203K
GWMR
630
GC Wealth Management RIA
Massachusetts
$202K +$201K +1,825 New
NCM
631
New Capital Management
Texas
$200K -$3.05M -27,663 -94%
BFS
632
BridgePort Financial Solutions
Iowa
$200K -$46.4K -421 -19%
GWM
633
Geneos Wealth Management
Colorado
$199K +$101K +915 +103%
BHWM
634
Beaird Harris Wealth Management
Texas
$185K
WPA
635
Wealth Preservation Advisors
Tennessee
$181K +$181K +1,643 New
RVM
636
Robinson Value Management
Texas
$175K
IRC
637
Investors Research Corp
Georgia
$175K +$662 +6 +0.4%
TCOV
638
Trust Company of Vermont
Vermont
$161K +$161K +1,456 New
SFA
639
Semmax Financial Advisors
North Carolina
$153K +$1.43K +13 +0.9%
FRA
640
Front Row Advisors
California
$147K
GM
641
GeoWealth Management
Illinois
$144K -$26.6K -241 -16%
AWM
642
AllSquare Wealth Management
New York
$131K
BCV
643
Banque Cantonale Vaudoise
Switzerland
$118K +$118K +1,072 New
CIBC Private Wealth Group
644
CIBC Private Wealth Group
Georgia
$112K -$57.2K -519 -34%
Fifth Third Bancorp
645
Fifth Third Bancorp
Ohio
$97.5K +$40.5K +367 +71%
AIM
646
Anchor Investment Management
South Carolina
$93.4K
VFA
647
Values First Advisors
Tennessee
$88.5K -$75.9K -688 -46%
ZBNA
648
Zions Bancorporation, National Association
Utah
$87.6K +$87.5K +793 New
LWANC
649
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.6K +$85.5K +775 New
QCG
650
Quadrant Capital Group
Ohio
$80.3K +$8.16K +74 +11%

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.