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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
OMC
176
Old Mission Capital
Illinois
$5.45M +$5.44M +49,322 New
RWM
177
Ritholtz Wealth Management
New York
$5.42M +$38.6K +350 +0.7%
MCM
178
MAI Capital Management
Ohio
$5.41M +$1.35M +12,262 +33%
MPPLM
179
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.35M +$2.53M +22,923 +90%
TI
180
Tidal Investments
Wisconsin
$5.33M +$5.32M +48,270 New
VA
181
Vident Advisory
Georgia
$5.28M +$831K +7,534 +19%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$5.23M +$637K +5,780 +14%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$5.2M -$2.66M -24,148 -34%
Citigroup
184
Citigroup
New York
$5.15M -$1.56M -14,123 -23%
SC
185
Scotia Capital
Ontario, Canada
$5.11M +$532K +4,819 +12%
CA
186
CoreCap Advisors
Michigan
$5.05M -$548K -4,971 -10%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$4.95M +$2.73M +24,772 +123%
NWAG
188
Net Worth Advisory Group
Utah
$4.9M -$1.19M -10,790 -20%
WCG
189
Weaver Consulting Group
California
$4.88M -$6.84K -62 -0.1%
JIR
190
James Investment Research
Ohio
$4.77M -$12.7K -115 -0.3%
IFWM
191
Institute for Wealth Management
Colorado
$4.77M +$619K +5,614 +15%
AI
192
Atria Investments
North Carolina
$4.76M -$1.14M -10,310 -19%
HZ
193
Hixon Zuercher
Ohio
$4.75M +$315K +2,855 +7%
CIBC World Market
194
CIBC World Market
Ontario, Canada
$4.68M +$3.99M +36,148 +583%
AR
195
Advisory Research
Illinois
$4.65M -$1.1M -9,985 -19%
EAMA
196
EFG Asset Management (Americas)
Florida
$4.61M +$875K +7,934 +23%
IPW
197
IronBridge Private Wealth
Texas
$4.59M +$4.58M +41,527 New
SWM
198
Spire Wealth Management
Virginia
$4.45M +$487K +4,413 +12%
KFGG
199
Keystone Financial Group (Georgia)
Georgia
$4.4M -$493K -4,471 -10%
GAM
200
Gould Asset Management
California
$4.39M +$110K +995 +3%

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.