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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
Thrivent Financial for Lutherans
751
Thrivent Financial for Lutherans
Minnesota
-$271K -2,460 Closed
IF
752
Intrua Financial
Texas
-$245K -2,220 Closed
Northern Trust
753
Northern Trust
Illinois
-$235K -2,130 Closed
PI
754
PFG Investments
New York
-$233K -2,107 Closed
CWC
755
Carolinas Wealth Consulting
North Carolina
-$228K -2,060 Closed
TFM
756
TFC Financial Management
Massachusetts
-$225K -2,039 Closed
DAC
757
Dividend Assets Capital
South Carolina
-$216K -1,957 Closed
SAM
758
Secure Asset Management
Michigan
-$210K -1,897 Closed
TFF
759
The Family Firm
Maryland
-$204K -1,846 Closed
TCOV
760
Trust Company of Vermont
Vermont
-$161K -1,456 Closed
LWANC
761
Laurel Wealth Advisors (North Carolina)
North Carolina
-$85.6K -775 Closed
QCG
762
Quadrant Capital Group
Ohio
-$80.3K -727 Closed
WF
763
Wayfinding Financial
Washington
-$71K -648 Closed
CA
764
Continuum Advisory
Idaho
-$62.2K -563 Closed
KWM
765
Kiker Wealth Management
Georgia
-$61.5K -557 Closed
WT
766
Washington Trust
Rhode Island
-$57.1K -517 Closed
GJIA
767
Glass Jacobson Investment Advisors
Maryland
-$50.2K -456 Closed
CCM
768
Coldstream Capital Management
Washington
-$35.8K -324 Closed
CA
769
Cohalo Advisory
Washington
-$22.1K -200 Closed
SIS
770
Strategic Investment Solutions
Illinois
-$16.8K -152 Closed
RWM
771
Ruedi Wealth Management
Illinois
-$13.4K -122 Closed
SIM
772
Synergy Investment Management
Florida
-$12.9K -116 Closed
AA
773
Ancora Advisors
Ohio
-$8.28K -75 Closed
SFGP
774
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$7.07K -64 Closed
PWAM
775
Private Wealth Asset Management
Iowa
-$6.96K -63 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.