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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
PWM
726
PBMares Wealth Management
Virginia
-$242K -2,196 Closed
ACS
727
Archford Capital Strategies
Illinois
-$221K -2,005 Closed
WBC
728
West Branch Capital
Massachusetts
-$221K -2,003 Closed
TWM
729
TCFG Wealth Management
California
-$221K -2,000 Closed
B
730
Barings
North Carolina
-$217K -1,966 Closed
TA
731
TruWealth Advisors
Louisiana
-$211K -1,913 Closed
LA
732
Latitude Advisors
Florida
-$210K -1,902 Closed
NCM
733
New Capital Management
Texas
-$200K -1,815 Closed
NL
734
NVWM LLC
Pennsylvania
-$189K -1,712 Closed
CIA
735
Choate Investment Advisors
Massachusetts
-$125K -1,129 Closed
TCM
736
Traub Capital Management
Massachusetts
-$119K -1,075 Closed
PCA
737
PMV Capital Advisers
Texas
-$100K -909 Closed
BA
738
Bristlecone Advisors
Washington
-$77.3K -700 Closed
ETC
739
Exchange Traded Concepts
Oklahoma
-$76K -688 Closed
CAM
740
Clarity Asset Management
Iowa
-$72K -652 Closed
GBA
741
Garrison Bradford & Associates
New York
-$55.2K -500 Closed
MYIA
742
Mount Yale Investment Advisors
Colorado
-$55K -498 Closed
BIG
743
Brooklyn Investment Group
New York
-$33.5K -303 Closed
UCB
744
United Community Bank
South Carolina
-$28K -254 Closed
Optiver Holding
745
Optiver Holding
Netherlands
-$20.4K -185 Closed
ACM
746
Anfield Capital Management
California
-$20.1K -182 Closed
CPG
747
Cornerstone Planning Group
New Jersey
-$5.1K -46 Closed
T
748
Transce3nd
Texas
-$4.86K -44 Closed
AG
749
AmeriFlex Group
Nevada
-$3.86K -35 Closed
SWIM
750
Smallwood Wealth Investment Management
New Jersey
-$1.77K -16 Closed

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.