SHV icon

iShares 0-1 Year Treasury Bond ETF

698 hedge funds and large institutions have $9.33B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 246 increasing their positions, 276 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 funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $9.45B → $9.33B (-$122M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 276

Holders
698
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
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
IUHSA
101
Itau Unibanco Holding S.A.
Brazil
$11.9M
WAS
102
Winch Advisory Services
Wisconsin
$11.9M
UWM
103
Udine Wealth Management
Florida
$11.8M
ML
104
Mayport LLC
Massachusetts
$11.5M
WWM
105
Whalen Wealth Management
Nevada
$11.5M
PCMU
106
Paragon Capital Management (Utah)
Utah
$11M
AWA
107
Arete Wealth Advisors
Illinois
$10.9M
FC
108
Farringdon Capital
United Kingdom
$10.5M
SA
109
Stolz & Associates
Washington
$10.2M
ANTB
110
AMG National Trust Bank
Colorado
$10.2M
OFA
111
Oak Family Advisors
Illinois
$9.64M
SPIA
112
Steward Partners Investment Advisory
New York
$9.63M
MWM
113
MinichMacGregor Wealth Management
New York
$9.61M
OBWG
114
Onyx Bridge Wealth Group
New York
$9.53M
MWM
115
Meridian Wealth Management
Kentucky
$9.51M
NYLIM
116
New York Life Investment Management
New York
$9.4M
AWMM
117
Aegis Wealth Management (Maryland)
Maryland
$9.24M
ODIJL
118
One Day In July LLC
Vermont
$9.09M
MSFS
119
Main Street Financial Solutions
Pennsylvania
$8.99M
RA
120
RFG Advisory
Alabama
$8.65M
GC
121
GatePass Capital
Ohio
$8.51M
KAS
122
Kestra Advisory Services
Texas
$8.48M
MFC
123
Morris Financial Concepts
South Carolina
$8.48M
CAMG
124
CWA Asset Management Group
Florida
$8.46M
VWM
125
VanWeelden Wealth Management
Ohio
$8.44M