SHV icon

iShares 0-1 Year Treasury Bond ETF

677 hedge funds and large institutions have $9.58B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 242 increasing their positions, 297 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

19% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 297

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
677
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
151
United Bank (Virginia)
Virginia
$6.31M
TPCW
152
TD Private Client Wealth
New York
$6.27M
RAG
153
RIA Advisory Group
Iowa
$6.27M
WS
154
Wedbush Securities
California
$6.25M
USCWA
155
U.S. Capital Wealth Advisors
Texas
$6.21M
PA
156
Procyon Advisors
Connecticut
$6.19M
TAM
157
Tucker Asset Management
Colorado
$6.03M
NYLIM
158
New York Life Investment Management
New York
$5.99M
PP
159
Pacifica Partners
Canada
$5.97M
IPW
160
IronBridge Private Wealth
Texas
$5.92M
IA
161
IFP Advisors
Florida
$5.85M
CWM
162
Calamos Wealth Management
Illinois
$5.84M
ALC
163
Alexander Labrunerie & Co
Missouri
$5.82M
FMN
164
Financial Management Network
California
$5.75M
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$5.56M
AIS
166
American Investment Services
Massachusetts
$5.56M
US Bancorp
167
US Bancorp
Minnesota
$5.55M
GC
168
Guidance Capital
Kentucky
$5.5M
KPWS
169
Kestra Private Wealth Services
Texas
$5.38M
OFA
170
Oak Family Advisors
Illinois
$5.36M
HZ
171
Hixon Zuercher
Ohio
$5.25M
GS
172
GWN Securities
Florida
$5.17M
Citigroup
173
Citigroup
New York
$5.1M
ONB
174
Old National Bancorp
Indiana
$5.07M
EH
175
Equitable Holdings
New York
$4.95M