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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
Asset Management One
651
Asset Management One
Japan
$14.3K – – –
KFI
652
Key Financial Inc
Pennsylvania
$13.6K +$1.43K +13 +12%
BC
653
Bulwark Capital
Florida
$13.1K – – –
SFC
654
SYM Financial Corp
Indiana
$12.2K -$129K -1,170 -91%
BCM
655
Boreal Capital Management
Florida
$11K – – –
Simplex Trading
656
Simplex Trading
Illinois
$11K +$11.8K +107 New
FNWA
657
Financial Network Wealth Advisors
Utah
$7.96K – – –
CTA
658
Colonial Trust Advisors
South Carolina
$7.73K – – –
CIA
659
Cape Investment Advisory
Georgia
$7.53K -$110 -1 -1%
FGAM
660
Financial Gravity Asset Management
Texas
$7.29K +$7.28K +66 New
ADL
661
Asset Dedication LLC
California
$7.07K -$69.7K -632 -91%
DF
662
Dunhill Financial
United Kingdom
$5.97K -$5.96K -54 Closed
BTI
663
Blue Trust Inc
Georgia
$5.72K +$4.41K +40 +333%
PWA
664
Physician Wealth Advisors
Utah
$5.3K – – –
PA
665
Pineridge Advisors
Missouri
$4.73K +$110 +1 +2%
CFD
666
Creative Financial Designs
Indiana
$4.31K -$1.54K -14 -26%
PK
667
Pflug Koory
Nebraska
$3.87K – – –
IF
668
Integrity Financial
Wyoming
$3.2K – – –
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$2.98K – – –
DWM
670
Dogwood Wealth Management
Kansas
$2.54K – – –
RCM
671
Raleigh Capital Management
North Carolina
$2.21K +$2.21K +20 New
GWSA
672
Global Wealth Strategies & Associates
Colorado
$2.1K +$2.1K +19 New
PSFG
673
Park Square Financial Group
Georgia
$1.88K -$168K -1,521 -99%
HIA
674
HFM Investment Advisors
New Jersey
$1.82K -$110 -1 -6%
AA
675
Addison Advisors
Vermont
$1.66K – – –
25 26
27
28 29

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.