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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
CPG
701
Cornerstone Planning Group
New Jersey
$5.08K +$5.07K +46 New
NP
702
NorthRock Partners
Minnesota
$4.31K +$4.3K +39 New
Russell Investments Group
703
Russell Investments Group
United Kingdom
$4.31K +$4.3K +39 New
CAL
704
Capital Analysts LLC
Pennsylvania
$4K +$4.08K +37 New
AG
705
AmeriFlex Group
Nevada
$3.87K
PK
706
Pflug Koory
Nebraska
$3.87K
RS
707
Rakuten Securities
Japan
$3.87K +$3.75K +34 +3,400%
IF
708
Integrity Financial
Wyoming
$3.2K +$1.65K +15 +107%
HIW
709
Holos Integrated Wealth
Pennsylvania
$2.65K
BTI
710
Blue Trust Inc
Georgia
$2.49K +$1.32K +12 +109%
PSFG
711
Park Square Financial Group
Georgia
$1.88K -$1.99K -18 -51%
HIA
712
HFM Investment Advisors
New Jersey
$1.88K +$1.88K +17 New
AA
713
Addison Advisors
Vermont
$1.66K
GWS
714
Greykasell Wealth Strategies
California
$1.66K +$1.65K +15 New
MG
715
Mather Group
Illinois
$1.22K
NMG
716
New Millennium Group
Utah
$1.17K
BIM
717
Breakwater Investment Management
Washington
$1.1K
WWM
718
Wolff Wiese Magana
California
$332 +$331 +3 New
OHWP
719
Oak Harbor Wealth Partners
North Carolina
$331
RFS
720
Richardson Financial Services
Massachusetts
$331
PS
721
PayPay Securities
Japan
$283 -$110 -1 -33%
LFG
722
Larson Financial Group
Missouri
$221 +$221 +2 New
PA
723
Pineridge Advisors
Missouri
$111 -$7.5K -68 -99%
EWA
724
EverSource Wealth Advisors
Alabama
$69 -$1.1K -10 -91%
CFB
725
Cullen/Frost Bankers
Texas
$21 -$5.18K -47 Closed

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.