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iShares 0-1 Year Treasury Bond ETF

684 hedge funds and large institutions have $9.47B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 241 increasing their positions, 302 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $9.54B → $9.47B (-$77.8M)

0.96% less ownership

Funds ownership: 46.61%45.65% (-0.96%)

4% less funds holding

Funds holding: 713684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 6761 (-6)

20% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 302

21% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 66

Holders
684
Holders Change
-29
Holders Change %
-4.07%
% of All Funds
8.98%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
0.8%
New
52
Increased
241
Reduced
302
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
101
Winch Advisory Services
Wisconsin
$12M -$296K -2,685 -2%
Creative Planning
102
Creative Planning
Kansas
$12M +$841K +7,628 +8%
ML
103
Mayport LLC
Massachusetts
$11.8M -$270K -2,452 -2%
UWM
104
Udine Wealth Management
Florida
$11.8M -$110K -1,000 -0.9%
KPWG
105
KFA Private Wealth Group
Virginia
$11.4M +$610K +5,532 +6%
PCMU
106
Paragon Capital Management (Utah)
Utah
$11.2M -$307K -2,788 -3%
PCM
107
Penserra Capital Management
California
$11.2M -$10.3M -93,751 -48%
ANTB
108
AMG National Trust Bank
Colorado
$11.1M -$3.22M -29,197 -23%
SMFG
109
Sumitomo Mitsui Financial Group
Japan
$10.8M -$3M -27,163 -22%
SG
110
StoneX Group
New York
$10.5M +$6.61M +59,936 +170%
FC
111
Farringdon Capital
United Kingdom
$10.5M
ODIJL
112
One Day In July LLC
Vermont
$10.5M -$1.61M -14,555 -13%
ISWM
113
Independent Solutions Wealth Management
New York
$10.3M +$1.4M +12,686 +16%
BPC
114
Banque Pictet & Cie
Switzerland
$10.3M -$2.66M -24,158 -21%
GC
115
GatePass Capital
Ohio
$9.86M -$740K -6,714 -7%
MWM
116
Meridian Wealth Management
Kentucky
$9.57M +$354K +3,209 +4%
PAG
117
Private Advisor Group
New Jersey
$9.43M -$515K -4,667 -5%
RA
118
RFG Advisory
Alabama
$9.41M -$6.84M -62,022 -42%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$9.35M -$10.2M -92,063 -52%
MWM
120
MinichMacGregor Wealth Management
New York
$9.18M -$386K -3,500 -4%
HCA
121
Heck Capital Advisors
Wisconsin
$9.1M -$3.13M -28,340 -26%
KDA
122
Kraft Davis & Associates
Missouri
$9.07M -$192K -1,743 -2%
AWA
123
Arete Wealth Advisors
Illinois
$9.01M +$402K +3,641 +5%
AWM
124
Alterna Wealth Management
Texas
$8.96M -$2.89M -26,240 -24%
IWC
125
Integrated Wealth Concepts
Massachusetts
$8.86M -$438K -3,969 -5%

SHV Hedge Fund Activity: Q3 2025 in Review

684 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2025, worth a combined $9.47B — down 0.82% from $9.54B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SHV and 52 opened new positions — a net loss of 14 holders — while 302 trimmed existing stakes and 241 added.

The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Mariner, cutting an estimated $79.8M.

  • 684 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2025, down from 713 in Q2 2025.
  • Funds reported $9.47B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2025, down 0.82% quarter-over-quarter.
  • 52 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2025 and 66 closed out, a net change of -14 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2025 was BlackRock, an estimated $260M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2025 was Mariner, an estimated $79.8M sold.

Based on aggregated 13F filings for Q3 2025.