SHV icon

iShares 0-1 Year Treasury Bond ETF

688 hedge funds and large institutions have $9.28B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 271 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $9.45B → $9.28B (-$170M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 271

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
76
KFA Private Wealth Group
Virginia
$17.4M
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$16.9M
AF
78
Advisornet Financial
Minnesota
$16.9M
Financial Engines Advisors
79
Financial Engines Advisors
California
$16.7M
PCM
80
Presidio Capital Management
California
$16.6M
LF
81
Lee Financial
Texas
$16.3M
IIA
82
IPG Investment Advisors
California
$16.1M
BPA
83
Beacon Pointe Advisors
California
$16M
NA
84
NewEdge Advisors
Louisiana
$15.8M
MPPLM
85
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15.6M
TW
86
Trajan Wealth
Arizona
$15.3M
NWP
87
NerdWallet Wealth Partners
New York
$15M
ACA
88
Anchor Capital Advisors
Massachusetts
$15M
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$14.9M
FPW
90
Fairvoy Private Wealth
Alabama
$14.7M
ST
91
Smithfield Trust
Pennsylvania
$14.6M
SVCP
92
Silicon Valley Capital Partners
California
$14.5M
GA
93
GFS Advisors
Texas
$14M
TPWM
94
Twelve Points Wealth Management
Massachusetts
$13.8M
KL
95
KWMG LLC
Kansas
$13.3M
BPC
96
Banque Pictet & Cie
Switzerland
$13.1M
ISWM
97
Independent Solutions Wealth Management
New York
$12.3M
Creative Planning
98
Creative Planning
Kansas
$12.1M
SMFG
99
Sumitomo Mitsui Financial Group
Japan
$12M
IUHSA
100
Itau Unibanco Holding S.A.
Brazil
$11.9M