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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
NA
126
NewEdge Advisors
Louisiana
$10.3M +$4.43M +40,180 +76%
CWM
127
Chicago Wealth Management
Illinois
$10.2M +$10.2M +92,421 New
IWC
128
Integrated Wealth Concepts
Massachusetts
$10.1M -$47.4K -430 -0.5%
Corient Private Wealth
129
Corient Private Wealth
Florida
$10.1M -$4.37M -39,587 -30%
WWM
130
Whalen Wealth Management
Nevada
$10.1M -$18.9M -171,477 -65%
MSWM
131
Mader & Shannon Wealth Management
Missouri
$10M -$6.13M -55,565 -38%
AZ
132
Alpha Zero
Florida
$9.9M -$5.13M -46,502 -34%
AWA
133
Arete Wealth Advisors
Illinois
$9.89M +$4.15M +37,670 +73%
PCP
134
Proficio Capital Partners
Massachusetts
$9.85M -$292K -2,650 -3%
MWM
135
MinichMacGregor Wealth Management
New York
$9.61M +$1.13M +10,244 +13%
KPWG
136
KFA Private Wealth Group
Virginia
$9.56M +$230K +2,084 +2%
KDA
137
Kraft Davis & Associates
Missouri
$9.51M +$9.5M +86,152 New
AWS
138
Atria Wealth Solutions
New York
$9.5M +$126K +1,141 +1%
BIP
139
Blueprint Investment Partners
North Carolina
$9.17M -$10.7M -97,048 -54%
IFG
140
Independent Financial Group
California
$9.03M +$1.38M +12,492 +18%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$8.99M -$1.39M -12,560 -13%
WA
142
Wealth Alliance
New York
$8.93M +$6.39M +57,976 +253%
MWM
143
Meridian Wealth Management
Kentucky
$8.69M -$487K -4,419 -5%
DWM
144
Drive Wealth Management
Utah
$8.54M +$657K +5,954 +8%
MSFS
145
Main Street Financial Solutions
Pennsylvania
$8.33M +$1.44M +13,017 +21%
ISWM
146
Independent Solutions Wealth Management
New York
$8.18M +$515K +4,667 +7%
CC
147
Climber Capital
Switzerland
$8.04M +$642K +5,820 +6%
AWS
148
Arkfeld Wealth Strategies
Nebraska
$7.92M -$278K -2,525 -3%
AIS
149
American Investment Services
Massachusetts
$7.9M +$3.32M +30,074 +73%
PAG
150
Private Advisor Group
New Jersey
$7.89M +$274K +2,483 +4%

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.