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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
CA
776
Crane Advisory
California
-$266K -2,416 Closed
MFG
777
Merit Financial Group
Georgia
-$250K -2,267 Closed
PFG
778
Pacific Financial Group
Washington
-$247K -2,245 Closed
KFG
779
Kingdom Financial Group
Arizona
-$238K -2,165 Closed
ANC
780
Ames National Corp
Iowa
-$238K -2,161 Closed
SF
781
Slagle Financial
Illinois
-$230K -2,086 Closed
VWA
782
Visionary Wealth Advisors
Illinois
-$212K -1,927 Closed
QPWM
783
Quadrant Private Wealth Management
Pennsylvania
-$210K -1,903 Closed
HPC
784
HM Payson & Co
Maine
-$168K -1,527 Closed
AWM
785
Avior Wealth Management
Nebraska
-$125K -1,133 Closed
KIM
786
Kestra Investment Management
Texas
-$96.8K -879 Closed
LFA
787
LGT Financial Advisors
Texas
-$75.3K -684 Closed
BPAMU
788
BTG Pactual Asset Management US
New York
-$54.8K -496 Closed
SAM
789
Synergy Asset Management
Washington
-$51.1K -462 Closed
MCM
790
MidAtlantic Capital Management
Virginia
-$47.7K -433 Closed
FA
791
Fedenia Advisers
Wisconsin
-$35.8K -325 Closed
MFG
792
Menard Financial Group
Texas
-$24.6K -223 Closed
EBA
793
Eagle Bay Advisors
New York
-$11.1K -101 Closed
PFT
794
Providence First Trust
Arizona
-$11K -100 Closed
RA
795
Ransom Advisory
Rhode Island
-$11K -100 Closed
Simplex Trading
796
Simplex Trading
Illinois
-$11K -100 Closed
FDW
797
Fourth Dimension Wealth
Ohio
-$6.24K -57 Closed
FWM
798
FLP Wealth Management
Arkansas
-$4.29K -39 Closed
CA
799
Centerpoint Advisors
Massachusetts
-$3K -23 Closed
MFS
800
Mattson Financial Services
Michigan
-$2.32K -21 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.