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iShares 0-1 Year Treasury Bond ETF
SHV

684 hedge funds and large institutions have $9.47B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 241 increasing their positions, 302 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $9.54B → $9.47B (-$77.8M)

0.96% less ownership

Funds ownership: 46.61% → 45.65% (-0.96%)

4% less funds holding

Funds holding: 713 → 684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 67 → 61 (-6)

20% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 302

21% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 66

Holders
684
Holders Change
-29
Holders Change %
-4.07%
% of All Funds
8.98%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
0.8%
New
52
Increased
241
Reduced
302
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$260M
2
Wells Fargo
Wells Fargo
California
+$103M
3
LPL Financial
LPL Financial
California
+$47.5M
4
UBS Group
UBS Group
Switzerland
+$24.2M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$19.6M

Top Sellers

1
Mariner
Mariner
Kansas
-$79.8M
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$51.3M
3
HAFG
Hansen & Associates Financial Group
California
-$35M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$33M
5
TLFA
True Link Financial Advisors
California
-$32.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
626
Friedenthal Financial
New Jersey
$60.5K +$1.99K +18 +3%
CMBA
627
C.M. Bidwell & Associates
Hawaii
$58.1K – – –
HWP
628
Highline Wealth Partners
California
$56.9K +$44.3K +402 +356%
AUB
629
Atlantic Union Bankshares
Virginia
$56.4K – – –
NWMP
630
Noble Wealth Management PBC
Colorado
$56.2K +$56.1K +509 New
HI
631
Harbour Investments
Wisconsin
$56K -$110 -1 -0.2%
HC
632
Hoese & Co
Minnesota
$53K – – –
C
633
Certuity
Florida
$51.2K +$2.05M +18,564 New
EWM
634
EPG Wealth Management
Georgia
$50.2K – – –
QCG
635
Quadrant Capital Group
Ohio
$50.1K +$50K +453 New
Fidelity International
636
Fidelity International
Bermuda
$45.9K – – –
RIL
637
Rothschild Investment LLC
Illinois
$40.4K – – –
A
638
Allianz
Germany
$38.6K – – –
SWA
639
SOA Wealth Advisors
New York
$33.7K +$2.54K +23 +8%
T
640
Tidemark
California
$29.9K – – –
IAS
641
IMA Advisory Services
Colorado
$29.8K -$1.98M -17,911 -99%
PFM
642
Phillips Financial Management
Indiana
$26.8K – – –
JWM
643
JPL Wealth Management
Colorado
$26K +$25.9K +235 New
PWM
644
Peck Wealth Management
New York
$26K +$25.9K +235 New
PC
645
Promus Capital
Illinois
$21.8K +$21.8K +198 New
APW
646
Atlantic Private Wealth
North Carolina
$20K +$20K +181 New
RWPA
647
Richard W. Paul & Associates
Michigan
$18.1K – – –
MMCM
648
Murphy & Mullick Capital Management
New York
$16K – – –
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$14.9K -$3.97K -36 -21%
CPA
650
Cardiff Park Advisors
California
$14.8K – – –
24 25
26
27 28

SHV Hedge Fund Activity: Q3 2025 in Review

684 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2025, worth a combined $9.47B — down 0.82% from $9.54B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SHV and 52 opened new positions — a net loss of 14 holders — while 302 trimmed existing stakes and 241 added.

The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Mariner, cutting an estimated $79.8M.

  • 684 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2025, down from 713 in Q2 2025.
  • Funds reported $9.47B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2025, down 0.82% quarter-over-quarter.
  • 52 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2025 and 66 closed out, a net change of -14 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2025 was BlackRock, an estimated $260M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2025 was Mariner, an estimated $79.8M sold.

Based on aggregated 13F filings for Q3 2025.