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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
FC
126
Farringdon Capital
United Kingdom
$10.5M +$3.86K +35 +0%
HF
127
HRT Financial
New York
$10.3M +$10.3M +93,238 New
MSWM
128
Mader & Shannon Wealth Management
Missouri
$10.1M +$101K +920 +1%
SCI
129
Stableford Capital II
Arizona
$10.1M -$2.13M -19,334 -17%
IFG
130
Independent Financial Group
California
$10M +$967K +8,772 +11%
PAG
131
Private Advisor Group
New Jersey
$9.94M +$2.05M +18,629 +26%
PCP
132
Proficio Capital Partners
Massachusetts
$9.85M -$8.16K -74 -0.1%
GS
133
GWN Securities
Florida
$9.77M +$6.05M +54,892 +164%
MWM
134
MinichMacGregor Wealth Management
New York
$9.56M -$50.5K -458 -0.5%
CWM
135
Chicago Wealth Management
Illinois
$9.43M -$777K -7,050 -8%
IWC
136
Integrated Wealth Concepts
Massachusetts
$9.3M -$820K -7,435 -8%
KDA
137
Kraft Davis & Associates
Missouri
$9.28M -$227K -2,063 -2%
MWM
138
Meridian Wealth Management
Kentucky
$9.21M +$517K +4,686 +6%
PAG
139
Private Advisory Group
Washington
$9.2M +$8.15M +73,898 +782%
ISWM
140
Independent Solutions Wealth Management
New York
$8.93M +$759K +6,882 +9%
CC
141
Climber Capital
Switzerland
$8.81M -$278K -2,520 -2%
WS
142
Wedbush Securities
California
$8.76M -$1.61M -14,603 -16%
AWM
143
Apex Wealth Management
New Hampshire
$8.7M -$3.63M -32,910 -29%
GS
144
GTS Securities
New York
$8.67M +$7M +63,483 +421%
AWA
145
Arete Wealth Advisors
Illinois
$8.6M -$1.28M -11,643 -13%
VA
146
Vident Advisory
Georgia
$8.29M +$3M +27,247 +57%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$8.21M -$775K -7,026 -9%
MFC
148
Morris Financial Concepts
South Carolina
$7.98M +$436K +3,954 +6%
DWM
149
Drive Wealth Management
Utah
$7.97M -$561K -5,088 -7%
NFG
150
Norris Financial Group
South Carolina
$7.79M -$3.75M -34,017 -33%

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.