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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
CFGS
751
Concourse Financial Group Securities
Alabama
-$590K -5,346 Closed
NAG
752
Northstar Advisory Group
New Jersey
-$573K -5,205 Closed
BFG
753
Bleakley Financial Group
New Jersey
-$556K -5,053 Closed
NAS
754
NWF Advisory Services
California
-$509K -4,626 Closed
MYIA
755
Mount Yale Investment Advisors
Colorado
-$471K -4,274 Closed
AIM
756
Advyzon Investment Management
Illinois
-$467K -4,244 Closed
Vontobel Holding
757
Vontobel Holding
Switzerland
-$440K -4,000 Closed
TFP
758
Tilia Fiduciary Partners
North Carolina
-$401K -3,645 Closed
AC
759
Avestar Capital
New York
-$397K -3,608 Closed
TAM
760
Tocqueville Asset Management
New York
-$396K -3,600 Closed
RWP
761
Revolve Wealth Partners
New Jersey
-$388K -3,526 Closed
FHB
762
First Hawaiian Bank
Hawaii
-$385K -3,500 Closed
CCA
763
Cobblestone Capital Advisors
New York
-$367K -3,337 Closed
PWM
764
Power Wealth Management
Georgia
-$361K -3,283 Closed
SI
765
Stephens Inc
Arkansas
-$348K -3,163 Closed
Neuberger Berman Group
766
Neuberger Berman Group
New York
-$346K -3,138 Closed
CPCM
767
Cardinal Point Capital Management
Ontario, Canada
-$319K -2,900 Closed
WDC
768
Woodward Diversified Capital
California
-$311K -2,821 Closed
NFG
769
Nations Financial Group
Iowa
-$307K -2,788 Closed
BWM
770
Baron Wealth Management
Michigan
-$300K -2,728 Closed
EWM
771
Edge Wealth Management
New York
-$297K -2,697 Closed
CFG
772
Citizens Financial Group
Rhode Island
-$285K -2,586 Closed
XT
773
XTX Topco
Cayman Islands
-$275K -2,497 Closed
PFG
774
Prosperity Financial Group
California
-$274K -2,484 Closed
HBS
775
Howard Bailey Securities
Indiana
-$268K -2,435 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.