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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
Optiver Holding
676
Optiver Holding
Netherlands
$20.4K +$20.4K +185 New
ACM
677
Anfield Capital Management
California
$20.1K +$20.1K +182 New
CSPIA
678
Cary Street Partners Investment Advisory
Virginia
$18.9K +$3.97K +36 +27%
RWPA
679
Richard W. Paul & Associates
Michigan
$18.1K -$548K -4,967 -97%
MMCM
680
Murphy & Mullick Capital Management
New York
$16K
CPA
681
Cardiff Park Advisors
California
$14.8K
Asset Management One
682
Asset Management One
Japan
$14.2K
BC
683
Bulwark Capital
Florida
$13.1K +$13.1K +119 New
HWP
684
Highline Wealth Partners
California
$12.5K
KFI
685
Key Financial Inc
Pennsylvania
$12.3K +$331 +3 +3%
BCM
686
Boreal Capital Management
Florida
$11K +$11K +100 New
FNWA
687
Financial Network Wealth Advisors
Utah
$7.95K
CTA
688
Colonial Trust Advisors
South Carolina
$7.73K
CIA
689
Cape Investment Advisory
Georgia
$7.64K -$110 -1 -1%
FGC
690
Financial Gravity Companies
Texas
$7.29K +$7.28K +66 New
DF
691
Dunhill Financial
United Kingdom
$5.96K
CFD
692
Creative Financial Designs
Indiana
$5.85K
GFA
693
Gallagher Fiduciary Advisors
Illinois
$5.57K +$51.2M +464,811 +10,459%
PWA
694
Physician Wealth Advisors
Utah
$5.3K
CPG
695
Cornerstone Planning Group
New Jersey
$5.1K
T
696
Transce3nd
Texas
$4.86K -$11.8K -107 -71%
PA
697
Pineridge Advisors
Missouri
$4.68K +$4.52K +41 +4,100%
PK
698
Pflug Koory
Nebraska
$3.87K
AG
699
AmeriFlex Group
Nevada
$3.86K
IF
700
Integrity Financial
Wyoming
$3.2K

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.