We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF

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: 713684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 6761 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
Sanctuary Advisors
Indiana
$6.4M +$1.03M +9,317 +19%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$6.32M +$74.1K +672 +1%
UBV
153
United Bank (Virginia)
Virginia
$6.31M +$500K +4,529 +9%
TPCW
154
TD Private Client Wealth
New York
$6.27M -$80.1K -726 -1%
RAG
155
RIA Advisory Group
Iowa
$6.27M +$416K +3,772 +7%
WS
156
Wedbush Securities
California
$6.25M -$2.51M -22,795 -29%
USCWA
157
U.S. Capital Wealth Advisors
Texas
$6.21M +$921K +8,355 +17%
PA
158
Procyon Advisors
Connecticut
$6.19M +$6.18M +56,045 New
NFG
159
Norris Financial Group
South Carolina
$6.09M -$1.71M -15,468 -22%
TAM
160
Tucker Asset Management
Colorado
$6.03M -$366K -3,322 -6%
NYLIM
161
New York Life Investment Management
New York
$5.99M +$5.98M +54,251 New
PP
162
Pacifica Partners
Canada
$5.97M +$1.56M +14,143 +35%
IPW
163
IronBridge Private Wealth
Texas
$5.92M -$150K -1,356 -2%
IA
164
IFP Advisors
Florida
$5.85M +$3.18M +28,843 +120%
CWM
165
Calamos Wealth Management
Illinois
$5.84M +$17.6K +160 +0.3%
ALC
166
Alexander Labrunerie & Co
Missouri
$5.82M -$186K -1,688 -3%
FMN
167
Financial Management Network
California
$5.75M +$288K +2,612 +5%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$5.56M +$711K +6,445 +15%
AIS
169
American Investment Services
Massachusetts
$5.56M -$265K -2,404 -5%
US Bancorp
170
US Bancorp
Minnesota
$5.55M -$224K -2,031 -4%
GC
171
Guidance Capital
Kentucky
$5.5M -$27.3M -247,309 -83%
KPWS
172
Kestra Private Wealth Services
Texas
$5.38M -$1.65M -14,948 -23%
OFA
173
Oak Family Advisors
Illinois
$5.36M -$2.16M -19,550 -29%
HZ
174
Hixon Zuercher
Ohio
$5.25M +$412K +3,732 +9%
GS
175
GWN Securities
Florida
$5.17M -$4.6M -41,664 -47%

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.