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iShares 0-1 Year Treasury Bond ETF
SHV

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: 713 → 684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 67 → 61 (-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
–

Top Buyers

1
BlackRock
BlackRock
New York
+$260M
2
Wells Fargo
Wells Fargo
California
+$103M
3
LPL Financial
LPL Financial
California
+$47.5M
4
UBS Group
UBS Group
Switzerland
+$24.2M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$19.6M

Top Sellers

1
Mariner
Mariner
Kansas
-$79.8M
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$51.3M
3
HAFG
Hansen & Associates Financial Group
California
-$35M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$33M
5
TLFA
True Link Financial Advisors
California
-$32.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
126
Stableford Capital II
Arizona
$8.67M -$1.44M -13,032 -14%
MFC
127
Morris Financial Concepts
South Carolina
$8.36M +$375K +3,402 +5%
IFG
128
Independent Financial Group
California
$8.23M -$1.77M -16,041 -18%
KAS
129
Kestra Advisory Services
Texas
$8.18M -$5.02M -45,556 -38%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$8.18M +$404K +3,666 +5%
SC
131
Scotia Capital
Ontario, Canada
$7.7M +$63.7K +578 +0.8%
AWM
132
Apex Wealth Management
New Hampshire
$7.69M -$1.02M -9,253 -12%
AWMM
133
Aegis Wealth Management (Maryland)
Maryland
$7.6M +$4.45M +40,347 +142%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$7.38M -$832K -7,541 -10%
IIA
135
IPG Investment Advisors
California
$7.36M +$5.27M +47,755 +253%
VPA
136
Vernal Point Advisors
California
$7.28M +$830K +7,525 +13%
AFC
137
Adaptive Financial Consulting
Ohio
$7.22M – – –
EC
138
Estate Counselors
Wisconsin
$7.22M +$318K +2,885 +5%
VWM
139
VanWeelden Wealth Management
Ohio
$7.15M +$7.14M +64,711 New
Citadel Advisors
140
Citadel Advisors
Florida
$7.08M +$314K +2,848 +5%
PCIG
141
Partners Capital Investment Group
Massachusetts
$6.79M +$64.5K +585 +1%
BWP
142
Burling Wealth Partners
Illinois
$6.75M +$3.4M +30,866 +102%
SFP
143
Shepherd Financial Partners
Massachusetts
$6.7M +$4.51M +40,874 +207%
CWA
144
Capital Wealth Alliance
Arizona
$6.59M -$388K -3,516 -6%
CFO
145
CVA Family Office
Colorado
$6.59M +$1.81M +16,442 +38%
BCMIO
146
Beacon Capital Management Inc (Ohio)
Ohio
$6.59M +$6.58M +59,624 New
DC
147
Davenport & Co
Virginia
$6.47M +$7.28K +66 +0.1%
MCM
148
MAI Capital Management
Ohio
$6.45M +$1.62M +14,668 +34%
MA
149
Mutual Advisors
Nebraska
$6.44M -$132K -1,199 -2%
BL
150
BFSG LLC
California
$6.41M +$1.73M +15,668 +37%
4 5
6
7 8

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.