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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
AWM
101
Alterna Wealth Management
Texas
$13.7M +$3.15M +28,570 +30%
PCIG
102
Partners Capital Investment Group
Massachusetts
$13.3M +$7.74M +70,161 +139%
ML
103
Mayport LLC
Massachusetts
$12.9M -$92.8K -841 -0.7%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$12.8M -$5.92M -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 -$4.59M -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 +$78K +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 +$9.9M +89,758 +408%
SCI
112
Stableford Capital II
Arizona
$12.2M -$1.03M -9,337 -8%
HCA
113
Heck Capital Advisors
Wisconsin
$12.1M +$4.66M +42,261 +62%
CWMGP
114
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$12.1M -$435K -3,943 -3%
UWM
115
Udine Wealth Management
Florida
$11.9M
PCMU
116
Paragon Capital Management (Utah)
Utah
$11.6M +$852K +7,727 +8%
NFG
117
Norris Financial Group
South Carolina
$11.6M +$11.5M +104,575 New
SC
118
Sierra Capital
Florida
$11.4M -$635K -5,759 -5%
KL
119
KWMG LLC
Kansas
$11.4M -$202K -1,830 -2%
Mariner
120
Mariner
Kansas
$11.1M +$1.5M +13,617 +16%
GC
121
GatePass Capital
Ohio
$11.1M +$3.01M +27,300 +37%
SMFG
122
Sumitomo Mitsui Financial Group
Japan
$10.8M +$1.74M +15,740 +19%
FC
123
Farringdon Capital
United Kingdom
$10.5M -$34.3K -311 -0.3%
WS
124
Wedbush Securities
California
$10.4M +$3.53M +32,010 +52%
PWM
125
Paulson Wealth Management
Illinois
$10.3M +$264K +2,395 +3%

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.