We are live on ! Find out more
SHV icon

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
SVCP
726
Silicon Valley Capital Partners
California
-$12.3M -111,965 Closed
SWA
727
SFMG Wealth Advisors
Texas
-$7.68M -69,745 Closed
Citadel Advisors
728
Citadel Advisors
Florida
-$7.45M -67,689 Closed
LWM
729
Laidlaw Wealth Management
New York
-$5.69M -51,675 Closed
TGAM
730
TBH Global Asset Management
Tennessee
-$4.81M -43,708 Closed
Susquehanna International Group
731
Susquehanna International Group
Pennsylvania
-$3.74M -33,921 Closed
SW
732
SVB Wealth
Massachusetts
-$3.45M -31,326 Closed
CF
733
Clarity Financial
Texas
-$2.49M -22,625 Closed
IAA
734
Independent Advisor Alliance
North Carolina
-$2.34M -21,256 Closed
VWM
735
Venturi Wealth Management
Texas
-$2.2M -20,000 Closed
BPC
736
Bearing Point Capital
Minnesota
-$1.73M -15,725 Closed
Principal Financial Group
737
Principal Financial Group
Iowa
-$1.65M -15,015 Closed
KWA
738
Kingswood Wealth Advisors
California
-$1.39M -12,589 Closed
FA
739
Forefront Analytics
Pennsylvania
-$1.35M -12,248 Closed
CA
740
Cannon Advisors
North Carolina
-$1.34M -12,176 Closed
APWM
741
Argonautica Private Wealth Management
Massachusetts
-$1.22M -11,047 Closed
Tudor Investment Corp
742
Tudor Investment Corp
Connecticut
-$1.08M -9,840 Closed
WAM
743
Warberg Asset Management
Illinois
-$958K -8,696 Closed
CP
744
Castleview Partners
Texas
-$840K -7,627 Closed
NWM
745
Napa Wealth Management
California
-$812K -7,374 Closed
BOSSRA
746
B.O.S.S. Retirement Advisors
Utah
-$768K -6,976 Closed
AP
747
Advisors Preferred
Maryland
-$707K -6,423 Closed
AC
748
Annandale Capital
Texas
-$699K -6,350 Closed
CIG
749
Cairn Investment Group
Washington
-$694K -6,300 Closed
Mirae Asset Global Investments
750
Mirae Asset Global Investments
South Korea
-$606K -5,500 Closed

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.