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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
WSFS
701
Wilmington Savings Fund Society
Delaware
– -$1.18M -10,650 Closed
AAP
702
Arax Advisory Partners
Colorado
– -$1.03M -9,312 Closed
FWM
703
Forza Wealth Management
Florida
– -$1.03M -9,302 Closed
KW
704
KWB Wealth
California
– -$859K -7,772 Closed
TBC
705
Ted Buchan & Co
California
– -$718K -6,506 Closed
KIM
706
Karpus Investment Management
New York
– -$663K -6,000 Closed
AIM
707
Advyzon Investment Management
Illinois
– -$605K -5,475 Closed
TC
708
TownSquare Capital
Utah
– -$539K -4,883 Closed
GSIAS
709
Garden State Investment Advisory Services
New Jersey
– -$536K -4,852 Closed
VA
710
Valmark Advisers
Ohio
– -$527K -4,771 Closed
CM
711
Columbus Macro
Pennsylvania
– -$492K -4,452 Closed
FCH
712
Freestone Capital Holdings
Washington
– -$442K -4,002 Closed
NAS
713
NWF Advisory Services
California
– -$427K -3,868 Closed
DT
714
Diversified Trust
Tennessee
– -$426K -3,856 Closed
TCM
715
TT Capital Management
California
– -$415K -3,760 Closed
FIM
716
Freedom Investment Management
Connecticut
– -$407K -3,685 Closed
SPWM
717
Spartan Planning & Wealth Management
North Carolina
– -$395K -3,577 Closed
SPW
718
Surience Private Wealth
Washington
– -$388K -3,514 Closed
CCM
719
Crabel Capital Management
California
– -$364K -3,298 Closed
ACG
720
Allen Capital Group
Nebraska
– -$356K -3,228 Closed
SIM
721
Seaview Investment Managers
Florida
– -$324K -2,930 Closed
TA
722
TFB Advisors
Kansas
– -$289K -2,619 Closed
CIAS
723
Capital Investment Advisory Services
North Carolina
– -$268K -2,423 Closed
AIFS
724
A&I Financial Services
Colorado
– -$253K -2,290 Closed
PHAM
725
Palisades Hudson Asset Management
Florida
– -$251K -2,276 Closed
27 28
29
30 31

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.