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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
SQA
76
Simon Quick Advisors
New Jersey
$20.6M +$110 +1 +0%
BOC
77
Bull Oak Capital
California
$20.4M +$5.95M +53,963 +41%
SPIA
78
Strategic Point Investment Advisors
Rhode Island
$20.2M +$63.5K +576 +0.3%
MWM
79
Mascoma Wealth Management
New Hampshire
$20.1M +$234K +2,125 +1%
ONB
80
Old National Bancorp
Indiana
$20.1M -$15.9M -143,817 -44%
SAM
81
Selway Asset Management
$20M +$865K +7,845 +5%
LF
82
Lee Financial
Texas
$19.8M -$4.64M -42,043 -19%
IA
83
IFP Advisors
Florida
$19.1M +$695K +6,302 +4%
GB
84
Gunma Bank
Japan
$18.8M
PCIA
85
Prime Capital Investment Advisors
Kansas
$18.8M +$18.3M +166,159 +4,623%
ACA
86
Anchor Capital Advisors
Massachusetts
$18.4M -$67.3M -610,383 -79%
SPIO
87
Seven Post Investment Office
California
$18.1M -$207K -1,878 -1%
FTUS
88
Flow Traders U.S.
New York
$18M +$11.6M +104,788 +180%
MKA
89
M. Kulyk & Associates
Georgia
$17.9M -$4.69M -42,539 -21%
ST
90
Smithfield Trust
Pennsylvania
$17.4M -$500K -4,534 -3%
FFA
91
Farther Finance Advisors
California
$17.1M +$4.24M +38,467 +33%
OBWG
92
Onyx Bridge Wealth Group
New York
$17M +$3.19M +28,895 +23%
PCM
93
Presidio Capital Management
California
$16.5M +$1.24M +11,262 +8%
GA
94
GFS Advisors
Texas
$16.3M +$331K +2,998 +2%
Financial Engines Advisors
95
Financial Engines Advisors
California
$16.2M -$718K -6,511 -4%
FPW
96
Fairvoy Private Wealth
Alabama
$15.9M +$2.88M +26,125 +22%
Comerica Bank
97
Comerica Bank
Texas
$15.3M -$3.83M -34,761 -20%
ANTB
98
AMG National Trust Bank
Colorado
$14.7M +$9.43M +85,518 +181%
FYW
99
Future You Wealth
New York
$14.3M +$923K +8,368 +7%
AF
100
Advisornet Financial
Minnesota
$13.9M +$2.78M +25,200 +25%

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.