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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
LBC
151
Lowe Brockenbrough & Co
Virginia
$7.76M -$557K -5,050 -7%
MFC
152
Morris Financial Concepts
South Carolina
$7.55M +$231K +2,095 +3%
CAG
153
Csenge Advisory Group
Florida
$7.26M +$7.25M +65,773 New
BFA
154
Blueprint Financial Advisors
North Carolina
$7.06M +$7.05M +63,955 New
TPCW
155
TD Private Client Wealth
New York
$6.94M -$2.07M -18,749 -23%
AFC
156
Adaptive Financial Consulting
Ohio
$6.92M +$7.61K +69 +0.1%
KAS
157
Kestra Advisory Services
Texas
$6.89M -$248K -2,248 -3%
AI
158
AXS Investments
New York
$6.87M +$1.06M +9,578 +18%
RAG
159
RIA Advisory Group
Iowa
$6.8M +$5.67M +51,453 +510%
CWA
160
Capital Wealth Alliance
Arizona
$6.71M -$238K -2,158 -3%
TAM
161
Tucker Asset Management
Colorado
$6.59M -$1.99M -18,038 -23%
US Bancorp
162
US Bancorp
Minnesota
$6.47M -$263K -2,388 -4%
PA
163
Parallel Advisors
California
$6.42M +$60.9K +552 +1%
DC
164
Davenport & Co
Virginia
$6.37M +$71.1K +645 +1%
MA
165
Mutual Advisors
Nebraska
$6.35M +$382K +3,464 +6%
ALC
166
Alexander Labrunerie & Co
Missouri
$6.25M -$15.3K -139 -0.2%
USCWA
167
U.S. Capital Wealth Advisors
Texas
$6.02M +$601K +5,447 +11%
RI
168
Ridgewood Investments
New Jersey
$6.02M -$1.25M -11,374 -17%
FMN
169
Financial Management Network
California
$5.99M -$480K -4,349 -7%
VWM
170
VanWeelden Wealth Management
Ohio
$5.96M +$962K +8,726 +19%
CWM
171
Calamos Wealth Management
Illinois
$5.93M -$1.21M -10,973 -17%
RCG
172
Rock Creek Group
District of Columbia
$5.85M +$2.92M +26,503 +100%
UBV
173
United Bank (Virginia)
Virginia
$5.78M -$318K -2,882 -5%
ECA
174
Elevation Capital Advisory
Oregon
$5.69M +$5.68M +51,496 New
CCFM
175
Clear Creek Financial Management
Washington
$5.61M +$735K +6,664 +15%

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.