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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
BA
651
Bristlecone Advisors
Washington
$77.3K -$5.51K -50 -7%
Lazard Asset Management
652
Lazard Asset Management
New York
$72K
CAM
653
Clarity Asset Management
Iowa
$71.3K +$551 +5 +0.8%
WF
654
Wayfinding Financial
Washington
$71K +$71.5K +648 New
FF
655
Friedenthal Financial
New Jersey
$68.8K -$2.21K -20 -3%
SHIM
656
Stone House Investment Management
Pennsylvania
$68.1K +$67.9K +616 New
PCFFS
657
Pacific Center for Financial Services
California
$65.7K
SSB
658
Sandy Spring Bank
Maryland
$62.7K +$6.4K +58 +11%
CA
659
Continuum Advisory
Idaho
$62.2K -$29.4K -267 -32%
KWM
660
Kiker Wealth Management
Georgia
$61.5K +$43.2K +392 +238%
CMBA
661
C.M. Bidwell & Associates
Hawaii
$58.1K
HI
662
Harbour Investments
Wisconsin
$58K -$64.1K -581 -53%
WT
663
Washington Trust
Rhode Island
$57.1K
GBA
664
Garrison Bradford & Associates
New York
$55.2K +$55.1K +500 New
HC
665
Hoese & Co
Minnesota
$53K
GJIA
666
Glass Jacobson Investment Advisors
Maryland
$50.2K
EWM
667
EPG Wealth Management
Georgia
$50.2K
Fidelity International
668
Fidelity International
Bermuda
$46.9K -$1.32K -12 -3%
RIL
669
Rothschild Investment LLC
Illinois
$40.4K
CCM
670
Coldstream Capital Management
Washington
$35.8K +$35.7K +324 New
T
671
Tidemark
California
$29.9K
SWA
672
SOA Wealth Advisors
New York
$29.8K +$441 +4 +2%
PFM
673
Phillips Financial Management
Indiana
$26.8K
CA
674
Cohalo Advisory
Washington
$22.1K +$22.1K +200 New
SIS
675
Strategic Investment Solutions
Illinois
$16.8K -$40.7K -369 -71%

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.