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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
AWM
201
AE Wealth Management
Kansas
$4.54M +$2.08M +18,898 +85%
GAM
202
Gould Asset Management
California
$4.49M +$98.7K +895 +2%
SA
203
Sovran Advisors
California
$4.49M +$3.1M +28,114 +223%
CFA
204
Camarda Financial Advisors
Florida
$4.42M +$176K +1,599 +4%
PP
205
Pacifica Partners
Canada
$4.42M +$610K +5,533 +16%
EAMA
206
EFG Asset Management (Americas)
Florida
$4.41M -$195K -1,770 -4%
MOS
207
MGO One Seven
Ohio
$4.4M +$710K +6,435 +19%
KFGG
208
Keystone Financial Group (Georgia)
Georgia
$4.32M -$86K -780 -2%
KeyBank National Association
209
KeyBank National Association
Ohio
$4.28M +$524K +4,756 +14%
TRCT
210
Tower Research Capital (TRC)
New York
$4.28M +$2.95M +26,747 +223%
BF
211
Baring Financial
Washington
$4.27M +$431K +3,909 +11%
NWAG
212
Net Worth Advisory Group
Utah
$4.24M -$657K -5,957 -13%
FA
213
Fountainhead AM
New Jersey
$4.21M +$310K +2,813 +8%
AAS
214
Avantax Advisory Services
Texas
$4.18M -$165K -1,496 -4%
RWM
215
Ritholtz Wealth Management
New York
$4.17M -$1.25M -11,330 -23%
SLWA
216
San Luis Wealth Advisors
California
$4.14M +$491K +4,457 +14%
SS
217
SBI Securities
Japan
$4.13M +$443K +4,022 +12%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.01M +$2.32M +21,005 +137%
JIR
219
James Investment Research
Ohio
$3.99M -$777K -7,050 -16%
CW
220
CreativeOne Wealth
Kansas
$3.98M -$256K -2,322 -6%
CSP
221
Cary Street Partners
Virginia
$3.97M +$215K +1,949 +6%
IIM
222
Ironwood Investment Management
Massachusetts
$3.93M +$159K +1,444 +4%
SG
223
StoneX Group
New York
$3.89M +$693K +6,286 +22%
DADC
224
D.A. Davidson & Co
Montana
$3.86M +$2.95M +26,740 +325%
HFA
225
Hershey Financial Advisers
Pennsylvania
$3.86M +$3.85M +34,913 New

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.