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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
Citigroup
176
Citigroup
New York
$5.1M +$239K +2,169 +5%
ONB
177
Old National Bancorp
Indiana
$5.07M -$7.24M -65,638 -59%
EH
178
Equitable Holdings
New York
$4.95M +$1.95M +17,711 +65%
PA
179
Parallel Advisors
California
$4.94M -$1.18M -10,686 -19%
SB
180
Strategic Blueprint
Georgia
$4.91M +$8.38K +76 +0.2%
RI
181
Ridgewood Investments
New Jersey
$4.84M -$529K -4,794 -10%
TC
182
Trilogy Capital
California
$4.84M +$1.76M +15,954 +57%
GAM
183
Gould Asset Management
California
$4.64M +$144K +1,310 +3%
FA
184
Fountainhead AM
New Jersey
$4.6M +$386K +3,499 +9%
CA
185
CoreCap Advisors
Michigan
$4.59M -$391K -3,546 -8%
HWM
186
HB Wealth Management
Georgia
$4.56M +$2.41M +21,861 +112%
BF
187
Baring Financial
Washington
$4.56M +$284K +2,572 +7%
MOS
188
MGO One Seven
Ohio
$4.47M +$63.3K +574 +1%
VA
189
Vident Advisory
Georgia
$4.4M -$3.88M -35,218 -47%
LC
190
Luminist Capital
Michigan
$4.4M -$231K -2,091 -5%
BCI
191
Brinker Capital Investments
Pennsylvania
$4.38M -$881K -7,990 -17%
IAS
192
Insigneo Advisory Services
Florida
$4.37M +$529K +4,798 +14%
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.33M +$322K +2,922 +8%
KeyBank National Association
194
KeyBank National Association
Ohio
$4.33M +$46K +417 +1%
TRCT
195
Tower Research Capital (TRC)
New York
$4.29M +$11.4K +103 +0.3%
PCP
196
Proficio Capital Partners
Massachusetts
$4.25M -$5.6M -50,783 -57%
EAMA
197
EFG Asset Management (Americas)
Florida
$4.19M -$224K -2,029 -5%
LBC
198
Lowe Brockenbrough & Co
Virginia
$4.17M -$382K -3,464 -8%
AWM
199
AE Wealth Management
Kansas
$4.13M -$410K -3,716 -9%
AI
200
Atria Investments
North Carolina
$4.11M -$1.41M -12,799 -26%

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.