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iShares 0-1 Year Treasury Bond ETF

713 hedge funds and large institutions have $9.54B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

1% less capital invested

Capital invested by funds: $9.66B → $9.54B (-$113M)

1% less funds holding

Funds holding: 721713 (-8)

1.36% less ownership

Funds ownership: 47.97%46.61% (-1.4%)

21% less funds holding in top 10

Funds holding in top 10: 8567 (-18)

Holders
713
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
9.39%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
0.88%
New
73
Increased
289
Reduced
263
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$5.78M -$694K -6,295 -11%
ACM
177
Avalon Capital Management
California
$5.73M +$1.44M +13,068 +34%
WCWM
178
Wooster Corthell Wealth Management
Connecticut
$5.66M +$2.83M +25,637 +100%
AI
179
Atria Investments
North Carolina
$5.52M +$764K +6,930 +16%
FMN
180
Financial Management Network
California
$5.45M -$535K -4,854 -9%
SA
181
Sanctuary Advisors
Indiana
$5.37M +$1.03M +9,369 +24%
RI
182
Ridgewood Investments
New Jersey
$5.36M -$652K -5,911 -11%
USCWA
183
U.S. Capital Wealth Advisors
Texas
$5.28M -$735K -6,666 -12%
BCI
184
Brinker Capital Investments
Pennsylvania
$5.26M +$1.25M +11,369 +31%
CA
185
CoreCap Advisors
Michigan
$4.98M -$71.8K -651 -1%
AIM
186
Astor Investment Management
Illinois
$4.91M +$2.5M +22,648 +104%
SB
187
Strategic Blueprint
Georgia
$4.9M +$579K +5,247 +13%
CCFM
188
Clear Creek Financial Management
Washington
$4.88M -$727K -6,589 -13%
Citigroup
189
Citigroup
New York
$4.85M -$297K -2,695 -6%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$4.85M -$350K -3,170 -7%
HZ
191
Hixon Zuercher
Ohio
$4.83M +$89.1K +808 +2%
MCM
192
MAI Capital Management
Ohio
$4.83M -$581K -5,270 -11%
CFO
193
CVA Family Office
Colorado
$4.77M +$1.06M +9,594 +29%
AAS
194
Ameritas Advisory Services
Nebraska
$4.7M +$2.37M +21,518 +102%
SWM
195
Spire Wealth Management
Virginia
$4.69M +$241K +2,182 +5%
BL
196
BFSG LLC
California
$4.68M +$1.04M +9,430 +29%
AR
197
Advisory Research
Illinois
$4.65M
LC
198
Luminist Capital
Michigan
$4.63M +$320K +2,903 +7%
WCG
199
Weaver Consulting Group
California
$4.61M -$266K -2,417 -5%
LBC
200
Lowe Brockenbrough & Co
Virginia
$4.55M -$3.19M -28,963 -41%

SHV Hedge Fund Activity: Q2 2025 in Review

713 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2025, worth a combined $9.54B — down 1.2% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SHV positions and 67 closed out — a net gain of 6 holders — while 289 added to existing stakes and 263 trimmed.

The largest buyer was Mariner, adding an estimated $86.4M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 713 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2025, down from 721 in Q1 2025.
  • Funds reported $9.54B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 73 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2025 and 67 closed out, a net change of +6 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2025 was Mariner, an estimated $86.4M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2025 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2025.