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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
ASN
51
Advisory Services Network
Georgia
$36.6M -$420K -3,806 -1%
FM
52
Family Management
New York
$35.8M -$5.2M -47,161 -13%
MML Investors Services
53
MML Investors Services
Massachusetts
$35.1M -$2.1M -19,015 -6%
B
54
Barings
North Carolina
$33.3M +$33.3M +301,611 New
WLIM
55
White Lighthouse Investment Management
Massachusetts
$31.7M +$3.58M +32,443 +13%
LSIA
56
LaSalle St. Investment Advisors
Illinois
$31.7M -$9.16M -83,078 -22%
Goldman Sachs
57
Goldman Sachs
New York
$30.3M -$2.33M -21,142 -7%
OC
58
Oppenheimer & Co
New York
$30.1M +$2.36M +21,373 +8%
NQWM
59
Northwest Quadrant Wealth Management
Oregon
$28.4M -$5.02M -45,482 -15%
Osaic Holdings
60
Osaic Holdings
Arizona
$28M +$3.33M +30,226 +14%
SPIA
61
Steward Partners Investment Advisory
New York
$27.8M +$9M +81,582 +48%
CGA
62
Crescent Grove Advisors
Illinois
$27.6M +$18.5M +168,054 +205%
FEG
63
Fund Evaluation Group
Ohio
$27.6M -$5.5M -49,894 -17%
CWP
64
Concord Wealth Partners
Virginia
$27.4M -$1.52M -13,799 -5%
CAMV
65
Concord Asset Management (Virginia)
Virginia
$26.4M -$233K -2,116 -0.9%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$26.3M -$10.4M -94,155 -28%
LAS
67
Legacy Advisory Services
Pennsylvania
$26M +$23.6M +213,844 +983%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$25.4M -$1.48M -13,382 -5%
CAG
69
Cypress Advisory Group
Arizona
$25M +$3.5M +31,689 +16%
ACM
70
Allred Capital Management
Texas
$24M -$716K -6,493 -3%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$22.7M +$519K +4,704 +2%
AWM
72
Able Wealth Management
New Jersey
$22.7M +$196K +1,776 +0.9%
MAM
73
Mullooly Asset Management
New Jersey
$22.5M +$22.5M +204,064 New
SCA
74
Sulzberger Capital Advisors
Florida
$22.5M +$15.3M +138,851 +214%
DIM
75
Delta Investment Management
California
$20.7M -$1.37M -12,385 -6%

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.