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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
AIM
651
Anchor Investment Management
South Carolina
$93.4K
ZBNA
652
Zions Bancorporation, National Association
Utah
$87.6K
BHWM
653
Beaird Harris Wealth Management
Texas
$79.8K -$105K -951 -57%
BA
654
Bristlecone Advisors
Washington
$77.3K
ADL
655
Asset Dedication LLC
California
$76.9K +$65.7K +596 +596%
ETC
656
Exchange Traded Concepts
Oklahoma
$76K -$3.69M -33,485 -98%
CAM
657
Clarity Asset Management
Iowa
$72K +$662 +6 +0.9%
Lazard Asset Management
658
Lazard Asset Management
New York
$72K
SHIM
659
Stone House Investment Management
Pennsylvania
$68.1K +$110 +1 +0.2%
FF
660
Friedenthal Financial
New Jersey
$58.5K -$10.3K -93 -15%
CMBA
661
C.M. Bidwell & Associates
Hawaii
$58.1K
AUB
662
Atlantic Union Bankshares
Virginia
$56.3K +$56.2K +510 New
HI
663
Harbour Investments
Wisconsin
$56.1K -$1.87K -17 -3%
GBA
664
Garrison Bradford & Associates
New York
$55.2K
MYIA
665
Mount Yale Investment Advisors
Colorado
$55K +$54.9K +498 New
HC
666
Hoese & Co
Minnesota
$53K
EWM
667
EPG Wealth Management
Georgia
$50.2K
Fidelity International
668
Fidelity International
Bermuda
$45.8K -$1.1K -10 -2%
RIL
669
Rothschild Investment LLC
Illinois
$40.4K
A
670
Allianz
Germany
$38.5K -$173K -1,566 -82%
BIG
671
Brooklyn Investment Group
New York
$33.5K +$33.4K +303 New
SWA
672
SOA Wealth Advisors
New York
$31.1K +$1.32K +12 +4%
T
673
Tidemark
California
$29.9K
UCB
674
United Community Bank
South Carolina
$28K +$28K +254 New
PFM
675
Phillips Financial Management
Indiana
$26.8K

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.