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iShares 0-1 Year Treasury Bond ETF

713 hedge funds and large institutions have $9.54B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

1% less capital invested

Capital invested by funds: $9.66B → $9.54B (-$113M)

1% less funds holding

Funds holding: 721713 (-8)

1.36% less ownership

Funds ownership: 47.97%46.61% (-1.4%)

21% less funds holding in top 10

Funds holding in top 10: 8567 (-18)

Holders
713
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
9.39%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
0.88%
New
73
Increased
289
Reduced
263
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
Mainstay Capital Management
Michigan
$14.9M +$14.9M +134,762 New
FYW
102
Future You Wealth
New York
$14.8M +$559K +5,066 +4%
SWP
103
Strategic Wealth Partners
Ohio
$14.7M +$14.6M +132,755 New
ANTB
104
AMG National Trust Bank
Colorado
$14.3M -$377K -3,421 -3%
NA
105
NewEdge Advisors
Louisiana
$13.9M +$3.68M +33,395 +36%
TW
106
Trajan Wealth
Arizona
$13.8M +$1.11M +10,023 +9%
SMFG
107
Sumitomo Mitsui Financial Group
Japan
$13.8M +$2.97M +26,903 +28%
KAS
108
Kestra Advisory Services
Texas
$13.2M +$6.3M +57,177 +92%
BPC
109
Banque Pictet & Cie
Switzerland
$13M +$9.12M +82,705 +239%
SVCP
110
Silicon Valley Capital Partners
California
$12.7M +$12.7M +114,889 New
WAS
111
Winch Advisory Services
Wisconsin
$12.3M -$246K -2,228 -2%
ONB
112
Old National Bancorp
Indiana
$12.3M -$7.72M -70,046 -39%
HCA
113
Heck Capital Advisors
Wisconsin
$12.2M +$90.5K +821 +0.7%
ML
114
Mayport LLC
Massachusetts
$12.1M -$805K -7,303 -6%
ODIJL
115
One Day In July LLC
Vermont
$12.1M -$559K -5,066 -4%
KL
116
KWMG LLC
Kansas
$12M +$592K +5,367 +5%
UWM
117
Udine Wealth Management
Florida
$11.9M
AWM
118
Alterna Wealth Management
Texas
$11.9M -$1.85M -16,785 -14%
PCMU
119
Paragon Capital Management (Utah)
Utah
$11.5M -$72K -653 -0.6%
WWM
120
Whalen Wealth Management
Nevada
$11.5M +$1.39M +12,592 +14%
Creative Planning
121
Creative Planning
Kansas
$11.2M -$1.27M -11,509 -10%
KPWG
122
KFA Private Wealth Group
Virginia
$10.8M +$1.24M +11,252 +13%
PCIA
123
Prime Capital Investment Advisors
Kansas
$10.7M -$8.05M -73,012 -43%
GC
124
GatePass Capital
Ohio
$10.6M -$469K -4,250 -4%
AZ
125
Alpha Zero
Florida
$10.5M +$633K +5,742 +6%

SHV Hedge Fund Activity: Q2 2025 in Review

713 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2025, worth a combined $9.54B — down 1.2% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SHV positions and 67 closed out — a net gain of 6 holders — while 289 added to existing stakes and 263 trimmed.

The largest buyer was Mariner, adding an estimated $86.4M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 713 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2025, down from 721 in Q1 2025.
  • Funds reported $9.54B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 73 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2025 and 67 closed out, a net change of +6 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2025 was Mariner, an estimated $86.4M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2025 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2025.