SHV icon

iShares Short Treasury Bond ETF

664 hedge funds and large institutions have $9.53B invested in iShares Short Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 291 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

19% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 291

23% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 65

Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$30.5M
CAMV
52
Concord Asset Management (Virginia)
Virginia
$30.2M
FEG
53
Fund Evaluation Group
Ohio
$29.5M
Jane Street
54
Jane Street
New York
$29.1M
MWM
55
Modern Wealth Management
Kansas
$28.9M
NQWM
56
Northwest Quadrant Wealth Management
Oregon
$28.4M
ACM
57
Allred Capital Management
Texas
$28.4M
LAS
58
Legacy Advisory Services
Pennsylvania
$27.9M
SG Americas Securities
59
SG Americas Securities
New York
$27.9M
SCA
60
Sulzberger Capital Advisors
Florida
$25.6M
SF
61
Summit Financial
New Jersey
$24.9M
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$24.7M
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$24.3M
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$23.9M
AWM
65
Able Wealth Management
New Jersey
$23.8M
BOC
66
Bull Oak Capital
California
$23.6M
MAM
67
Mullooly Asset Management
New Jersey
$23.1M
CWMGP
68
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$22.7M
CAG
69
Cypress Advisory Group
Arizona
$22.7M
LF
70
Lee Financial
Texas
$22.1M
MWM
71
Mascoma Wealth Management
New Hampshire
$20.8M
GB
72
Gunma Bank
Japan
$20.4M
SQA
73
Simon Quick Advisors
New Jersey
$20.4M
Comerica Bank
74
Comerica Bank
Texas
$20M
CGA
75
Crescent Grove Advisors
Illinois
$19.7M