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iShares 0-1 Year Treasury Bond ETF

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: 713684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 6761 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$30.5M +$384K +3,479 +1%
CAMV
52
Concord Asset Management (Virginia)
Virginia
$30.2M +$1.35M +12,280 +5%
FEG
53
Fund Evaluation Group
Ohio
$29.5M +$1.35M +12,281 +5%
Jane Street
54
Jane Street
New York
$29.1M -$1.56M -14,130 -5%
MWM
55
Modern Wealth Management
Kansas
$28.9M +$2.79M +25,318 +11%
NQWM
56
Northwest Quadrant Wealth Management
Oregon
$28.4M +$1.47M +13,331 +5%
ACM
57
Allred Capital Management
Texas
$28.4M -$2.87M -26,009 -9%
LAS
58
Legacy Advisory Services
Pennsylvania
$27.9M -$799K -7,247 -3%
SG Americas Securities
59
SG Americas Securities
New York
$27.9M +$8.44M +76,492 +44%
SCA
60
Sulzberger Capital Advisors
Florida
$25.6M -$3.13M -28,383 -11%
SF
61
Summit Financial
New Jersey
$24.9M -$7.36M -66,727 -23%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$24.7M -$3.93M -35,621 -14%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$24.3M -$911K -8,257 -4%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$23.9M -$3.09M -28,006 -11%
AWM
65
Able Wealth Management
New Jersey
$23.8M +$401K +3,638 +2%
BOC
66
Bull Oak Capital
California
$23.6M -$266K -2,412 -1%
MAM
67
Mullooly Asset Management
New Jersey
$23.1M +$1.57M +14,245 +7%
CWMGP
68
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$22.7M -$835K -7,567 -4%
CAG
69
Cypress Advisory Group
Arizona
$22.7M -$600K -5,441 -3%
LF
70
Lee Financial
Texas
$22.1M +$3.14M +28,470 +17%
SPIA
71
Strategic Point Investment Advisors
Rhode Island
$21.1M +$474K +4,297 +2%
MWM
72
Mascoma Wealth Management
New Hampshire
$20.8M +$160K +1,453 +0.8%
GB
73
Gunma Bank
Japan
$20.4M +$1.65M +15,000 +9%
SQA
74
Simon Quick Advisors
New Jersey
$20.4M -$46.5K -422 -0.2%
Comerica Bank
75
Comerica Bank
Texas
$20M -$193K -1,746 -1%

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.