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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
FW
726
FullCircle Wealth
Texas
-$4.12M -37,325 Closed
NYLIM
727
New York Life Investment Management
New York
-$4.07M -36,842 Closed
ARC
728
Advisor Resource Council
Texas
-$3.17M -28,702 Closed
FCA
729
FLC Capital Advisors
California
-$2.46M -22,254 Closed
SL
730
SWMG LLC
Texas
-$2.03M -18,398 Closed
4WM
731
49 Wealth Management
Texas
-$1.31M -11,850 Closed
FLPIM
732
F.L. Putnam Investment Management
Massachusetts
-$1.22M -11,056 Closed
EF
733
Empirical Finance
Pennsylvania
-$1.16M -10,465 Closed
FCBT
734
First Citizens Bank & Trust
North Carolina
-$1.15M -10,368 Closed
GT
735
Greenleaf Trust
Michigan
-$1.05M -9,471 Closed
AP
736
Atwood & Palmer
Missouri
-$919K -8,316 Closed
FAM
737
Forte Asset Management
New York
-$746K -6,750 Closed
MWM
738
Maripau Wealth Management
Indiana
-$597K -5,402 Closed
EWM
739
Empirical Wealth Management
Washington
-$532K -4,818 Closed
BAM
740
Belpointe Asset Management
Nevada
-$520K -4,712 Closed
AC
741
Avory & Company
Florida
-$458K -4,142 Closed
WIM
742
Wittenberg Investment Management
Massachusetts
-$420K -3,800 Closed
CWA
743
Centennial Wealth Advisory
Michigan
-$402K -3,642 Closed
EMAM
744
Encompass More Asset Management
California
-$400K -3,620 Closed
CCC
745
Compass Capital Corp
Massachusetts
-$380K -3,443 Closed
DAS
746
Diversify Advisory Services
Utah
-$378K -3,419 Closed
QFA
747
Quattro Financial Advisors
Texas
-$354K -3,200 Closed
GAA
748
Global Assets Advisory
Florida
-$321K -2,910 Closed
PA
749
PFG Advisors
Arizona
-$317K -2,867 Closed
HKIMG
750
Hutchens & Kramer Investment Management Group
Indiana
-$308K -2,787 Closed

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.