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iShares 0-1 Year Treasury Bond ETF

713 hedge funds and large institutions have $9.54B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

1% less capital invested

Capital invested by funds: $9.66B → $9.54B (-$113M)

1% less funds holding

Funds holding: 721713 (-8)

1.36% less ownership

Funds ownership: 47.97%46.61% (-1.4%)

21% less funds holding in top 10

Funds holding in top 10: 8567 (-18)

Holders
713
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
9.39%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
0.88%
New
73
Increased
289
Reduced
263
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
51
LaSalle St. Investment Advisors
Illinois
$31.8M +$135K +1,221 +0.4%
QC
52
Quadrature Capital
United Kingdom
$31.6M +$31.6M +286,440 New
ACM
53
Allred Capital Management
Texas
$31.3M +$7.27M +65,898 +30%
Jane Street
54
Jane Street
New York
$30.6M -$14.7M -133,471 -32%
OC
55
Oppenheimer & Co
New York
$30.1M -$13.1K -119 -0%
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$28.9M +$2.64M +23,909 +10%
CWP
57
Concord Wealth Partners
Virginia
$28.9M +$1.43M +12,928 +5%
CAMV
58
Concord Asset Management (Virginia)
Virginia
$28.9M +$2.44M +22,103 +9%
SCA
59
Sulzberger Capital Advisors
Florida
$28.7M +$6.2M +56,187 +28%
LAS
60
Legacy Advisory Services
Pennsylvania
$28.7M +$2.63M +23,881 +10%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$28.6M -$45.8M -415,016 -62%
FEG
62
Fund Evaluation Group
Ohio
$28.2M +$536K +4,861 +2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$27M +$1.58M +14,324 +6%
NQWM
64
Northwest Quadrant Wealth Management
Oregon
$27M -$1.43M -12,994 -5%
MWM
65
Modern Wealth Management
Kansas
$26.1M +$26M +236,188 New
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$25.2M +$2.54M +23,044 +11%
BOC
67
Bull Oak Capital
California
$23.9M +$3.46M +31,418 +17%
MPW
68
MASECO Private Wealth
$23.7M +$23.6M +214,355 New
CWMGP
69
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$23.5M +$11.4M +103,648 +95%
AWM
70
Able Wealth Management
New Jersey
$23.4M +$708K +6,422 +3%
CAG
71
Cypress Advisory Group
Arizona
$23.2M -$1.74M -15,824 -7%
GAG
72
GM Advisory Group
New York
$22.4M -$30M -272,276 -57%
PCM
73
Penserra Capital Management
California
$21.6M +$21.5M +195,248 New
MAM
74
Mullooly Asset Management
New Jersey
$21.5M -$1.03M -9,368 -5%
SPIA
75
Steward Partners Investment Advisory
New York
$21M -$6.8M -61,660 -25%

SHV Hedge Fund Activity: Q2 2025 in Review

713 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2025, worth a combined $9.54B — down 1.2% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SHV positions and 67 closed out — a net gain of 6 holders — while 289 added to existing stakes and 263 trimmed.

The largest buyer was Mariner, adding an estimated $86.4M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 713 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2025, down from 721 in Q1 2025.
  • Funds reported $9.54B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 73 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2025 and 67 closed out, a net change of +6 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2025 was Mariner, an estimated $86.4M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2025 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2025.