SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Alterna Wealth Management
Texas
$13.7M +$3.16M +28,570 +30%
PCIG
102
Partners Capital Investment Group
Massachusetts
$13.3M +$7.75M +70,161 +139%
ML
103
Mayport LLC
Massachusetts
$12.9M -$92.9K -841 -0.7%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$12.8M -$5.93M -53,706 -32%
SG Americas Securities
105
SG Americas Securities
New York
$12.8M +$1.19M +10,768 +10%
TW
106
Trajan Wealth
Arizona
$12.7M -$4.6M -41,658 -27%
ODIJL
107
One Day In July LLC
Vermont
$12.6M -$125K -1,135 -1%
WAS
108
Winch Advisory Services
Wisconsin
$12.6M +$78.1K +707 +0.6%
BS
109
Banco Santander
Spain
$12.5M -$15.6M -141,483 -56%
Creative Planning
110
Creative Planning
Kansas
$12.4M -$1.07M -9,660 -8%
AWM
111
Apex Wealth Management
New Hampshire
$12.3M +$9.91M +89,758 +408%
SCI
112
Stableford Capital II
Arizona
$12.2M -$1.03M -9,337 -8%
HCA
113
Heck Capital Advisors
Wisconsin
$12.1M +$4.67M +42,261 +62%
CWMGP
114
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$12.1M -$436K -3,943 -3%
UWM
115
Udine Wealth Management
Florida
$11.9M – – –
PCMU
116
Paragon Capital Management (Utah)
Utah
$11.6M +$854K +7,727 +8%
SC
117
Sierra Capital
Florida
$11.4M -$636K -5,759 -5%
KL
118
KWMG LLC
Kansas
$11.4M -$202K -1,830 -2%
Mariner
119
Mariner
Kansas
$11.1M +$1.5M +13,617 +16%
SMFG
120
Sumitomo Mitsui Financial Group
Japan
$10.8M +$1.74M +15,740 +19%
FC
121
Farringdon Capital
United Kingdom
$10.5M -$34.4K -311 -0.3%
WS
122
Wedbush Securities
California
$10.4M +$3.54M +32,010 +52%
PWM
123
Paulson Wealth Management
Illinois
$10.3M +$265K +2,395 +3%
NA
124
NewEdge Advisors
Louisiana
$10.3M +$4.44M +40,180 +76%
CWM
125
Chicago Wealth Management
Illinois
$10.2M +$10.2M +92,421 New
3 4
5
6 7