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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
T
676
Transce3nd
Texas
$16.7K -$9.6K -87 -37%
MMCM
677
Murphy & Mullick Capital Management
New York
$16K
SWC
678
Spectrum Wealth Counsel
Indiana
$15.8K
Q1WB
679
Quest 10 Wealth Builders
Virginia
$15K -$89.7K -813 -86%
CSPIA
680
Cary Street Partners Investment Advisory
Virginia
$14.9K +$14.9K +135 New
CPA
681
Cardiff Park Advisors
California
$14.8K
Asset Management One
682
Asset Management One
Japan
$14.2K
RWM
683
Ruedi Wealth Management
Illinois
$13.4K
SIM
684
Synergy Investment Management
Florida
$12.9K
HWP
685
Highline Wealth Partners
California
$12.5K
KFI
686
Key Financial Inc
Pennsylvania
$11.9K
ADL
687
Asset Dedication LLC
California
$11K +$11K +100 New
SIS
688
Sound Income Strategies
Florida
$10K -$551 -5 -5%
AA
689
Ancora Advisors
Ohio
$8.28K
FNWA
690
Financial Network Wealth Advisors
Utah
$7.95K +$7.94K +72 New
CIA
691
Cape Investment Advisory
Georgia
$7.79K +$7.72K +70 New
CTA
692
Colonial Trust Advisors
South Carolina
$7.73K
FGAM
693
Financial Gravity Asset Management
Texas
$7.29K +$7.28K +66 New
SFGP
694
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.07K
PWAM
695
Private Wealth Asset Management
Iowa
$6.96K +$6.95K +63 New
DF
696
Dunhill Financial
United Kingdom
$5.96K +$5.96K +54 New
CFD
697
Creative Financial Designs
Indiana
$5.85K
PWA
698
Physician Wealth Advisors
Utah
$5.3K -$33.8K -306 -86%
PPA
699
Painted Porch Advisors
California
$5.3K
Franklin Resources
700
Franklin Resources
California
$5.08K +$5.07K +46 New

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.