SHV icon

iShares 0-1 Year Treasury Bond ETF

698 hedge funds and large institutions have $9.33B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 246 increasing their positions, 276 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $9.45B → $9.33B (-$122M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 276

Holders
698
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
676
Asset Dedication LLC
California
$7.05K
DF
677
Dunhill Financial
United Kingdom
$5.95K
DWM
678
Dogwood Wealth Management
Kansas
$5.4K
PWA
679
Physician Wealth Advisors
Utah
$5.29K
NMG
680
New Millennium Group
Utah
$5.19K
CFD
681
Creative Financial Designs
Indiana
$4.3K
PCA
682
PMV Capital Advisers
Texas
$3.9K
PK
683
Pflug Koory
Nebraska
$3.85K
AG
684
AmeriFlex Group
Nevada
$3.85K
IF
685
Integrity Financial
Wyoming
$3.19K
HIA
686
HFM Investment Advisors
New Jersey
$1.81K
AA
687
Addison Advisors
Vermont
$1.65K
PSFG
688
Park Square Financial Group
Georgia
$1.54K
BTI
689
Blue Trust Inc
Georgia
$1.31K
PS
690
PayPay Securities
Japan
$1.21K
BIM
691
Breakwater Investment Management
Washington
$1.1K
SIS
692
Sound Income Strategies
Florida
$819
BA
693
Blueline Advisors
New Hampshire
$780
LAS
694
Lloyd Advisory Services
Georgia
$554
WWM
695
Wolff Wiese Magana
California
$331
HPC
696
HM Payson & Co
Maine
$331
OHWP
697
Oak Harbor Wealth Partners
North Carolina
$330
RFS
698
Richardson Financial Services
Massachusetts
$220
RS
699
Rakuten Securities
Japan
$110
FCMT
700
Founders Capital Management (Texas)
Texas
$110