SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
676
Highline Wealth Partners
California
$12.5K – – –
KFI
677
Key Financial Inc
Pennsylvania
$11.9K – – –
ADL
678
Asset Dedication LLC
California
$11K +$11K +100 New
SIS
679
Sound Income Strategies
Florida
$10K -$552 -5 -5%
AA
680
Ancora Advisors
Ohio
$8.28K – – –
FNWA
681
Financial Network Wealth Advisors
Utah
$7.95K +$7.95K +72 New
CIA
682
Cape Investment Advisory
Georgia
$7.79K +$7.79K +70 New
CTA
683
Colonial Trust Advisors
South Carolina
$7.73K – – –
FGAM
684
Financial Gravity Asset Management
Texas
$7.29K +$7.29K +66 New
SFG
685
Stonebridge Financial Group
Pennsylvania
$7.07K – – –
PWAM
686
Private Wealth Asset Management
Iowa
$6.96K +$6.96K +63 New
DF
687
Dunhill Financial
United Kingdom
$5.97K +$5.97K +54 New
CFD
688
Creative Financial Designs
Indiana
$5.85K – – –
PWA
689
Physician Wealth Advisors
Utah
$5.3K -$33.8K -306 -86%
PPA
690
Painted Porch Advisors
California
$5.3K – – –
Franklin Resources
691
Franklin Resources
California
$5.08K +$5.08K +46 New
CPG
692
Cornerstone Planning Group
New Jersey
$5.08K +$5.08K +46 New
Russell Investments Group
693
Russell Investments Group
United Kingdom
$4.31K +$4.31K +39 New
NP
694
NorthRock Partners
Minnesota
$4.31K +$4.31K +39 New
CAL
695
Capital Analysts LLC
Pennsylvania
$4K +$4K +37 New
AG
696
AmeriFlex Group
Nevada
$3.87K – – –
PK
697
Pflug Koory
Nebraska
$3.87K – – –
RS
698
Rakuten Securities
Japan
$3.87K +$3.76K +34 +3,400%
IF
699
Integrity Financial
Wyoming
$3.2K +$1.66K +15 +107%
HIW
700
Holos Integrated Wealth
Pennsylvania
$2.65K – – –
26 27
28
29 30