SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
726
Venturi Wealth Management
Texas
– -$2.2M -20,000 Closed
BPC
727
Bearing Point Capital
Minnesota
– -$1.73M -15,725 Closed
Principal Financial Group
728
Principal Financial Group
Iowa
– -$1.65M -15,015 Closed
KWA
729
Kingswood Wealth Advisors
California
– -$1.39M -12,589 Closed
FA
730
Forefront Analytics
Pennsylvania
– -$1.35M -12,248 Closed
CA
731
Cannon Advisors
North Carolina
– -$1.34M -12,176 Closed
APWM
732
Argonautica Private Wealth Management
Massachusetts
– -$1.22M -11,047 Closed
Tudor Investment Corp
733
Tudor Investment Corp
Connecticut
– -$1.08M -9,840 Closed
WAM
734
Warberg Asset Management
Illinois
– -$958K -8,696 Closed
CP
735
Castleview Partners
Texas
– -$840K -7,627 Closed
NWM
736
Napa Wealth Management
California
– -$812K -7,374 Closed
BOSSRA
737
B.O.S.S. Retirement Advisors
Utah
– -$768K -6,976 Closed
AP
738
Advisors Preferred
Maryland
– -$707K -6,423 Closed
AC
739
Annandale Capital
Texas
– -$699K -6,350 Closed
CIG
740
Cairn Investment Group
Washington
– -$694K -6,300 Closed
Mirae Asset Global Investments
741
Mirae Asset Global Investments
South Korea
– -$606K -5,500 Closed
CFGS
742
Concourse Financial Group Securities
Alabama
– -$590K -5,346 Closed
NAG
743
Northstar Advisory Group
New Jersey
– -$573K -5,205 Closed
BFG
744
Bleakley Financial Group
New Jersey
– -$556K -5,053 Closed
NAS
745
NWF Advisory Services
California
– -$509K -4,626 Closed
MYIA
746
Mount Yale Investment Advisors
Colorado
– -$471K -4,274 Closed
AIM
747
Advyzon Investment Management
Illinois
– -$467K -4,244 Closed
Vontobel Holding
748
Vontobel Holding
Switzerland
– -$440K -4,000 Closed
TFP
749
Tilia Fiduciary Partners
North Carolina
– -$401K -3,645 Closed
AC
750
Avestar Capital
New York
– -$397K -3,608 Closed
28 29
30
31 32