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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
MG
676
Mather Group
Illinois
$1.22K +$1.21K +11 New
BIM
677
Breakwater Investment Management
Washington
$1.1K – – –
SAM
678
Smartleaf Asset Management
Massachusetts
$1.1K +$1.1K +10 New
SIS
679
Sound Income Strategies
Florida
$1.04K -$110 -1 -10%
PS
680
PayPay Securities
Japan
$975 +$772 +7 +350%
CJ
681
Caitlin John
Michigan
$884 +$882 +8 New
NMG
682
New Millennium Group
Utah
$786 -$110 -1 -13%
RS
683
Rakuten Securities
Japan
$442 -$205K -1,856 -100%
WWM
684
Wolff Wiese Magana
California
$332 – – –
OHWP
685
Oak Harbor Wealth Partners
North Carolina
$331 – – –
RFS
686
Richardson Financial Services
Massachusetts
$221 – – –
EWA
687
EverSource Wealth Advisors
Alabama
$70 – – –
QC
688
Quadrature Capital
United Kingdom
– -$31.6M -286,440 Closed
MPW
689
MASECO Private Wealth
– -$23.7M -214,355 Closed
MCM
690
Mainstay Capital Management
Michigan
– -$14.9M -134,762 Closed
HF
691
HRT Financial
New York
– -$10.3M -93,238 Closed
CWM
692
Chicago Wealth Management
Illinois
– -$9.43M -85,371 Closed
1WM
693
1858 Wealth Management
Ohio
– -$5.81M -52,638 Closed
E3F
694
Eight 31 Financial
Texas
– -$3.07M -27,797 Closed
LFASL
695
Lugano Financial Advisors SA (LFA)
Switzerland
– -$2.73M -24,893 Closed
OAS
696
Optivise Advisory Services
Tennessee
– -$2.29M -20,759 Closed
Natixis Advisors
697
Natixis Advisors
Massachusetts
– -$1.62M -14,681 Closed
AWP
698
Astra Wealth Partners
New Jersey
– -$1.38M -12,493 Closed
WWM
699
WJ Wealth Management
Arizona
– -$1.35M -12,198 Closed
CAG
700
Csenge Advisory Group
Florida
– -$1.2M -10,889 Closed
26 27
28
29 30

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.