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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
IIM
201
Ironwood Investment Management
Massachusetts
$4.07M +$134K +1,212 +3%
TGAM
202
TBH Global Asset Management
Tennessee
$4.02M +$4.01M +36,394 New
IFWM
203
Institute for Wealth Management
Colorado
$3.97M -$2.07M -18,802 -34%
DADC
204
D.A. Davidson & Co
Montana
$3.96M +$99.2K +899 +3%
AR
205
Advisory Research
Illinois
$3.95M -$700K -6,345 -15%
ACM
206
Avalon Capital Management
California
$3.94M -$1.79M -16,270 -31%
WCG
207
Weaver Consulting Group
California
$3.89M -$720K -6,531 -16%
GC
208
Gould Capital
Washington
$3.89M +$64.5K +585 +2%
IHL
209
Investment House LLC
California
$3.87M +$24.2K +219 +0.6%
JIR
210
James Investment Research
Ohio
$3.82M -$172K -1,562 -4%
HFA
211
Hershey Financial Advisers
Pennsylvania
$3.77M -$84.6K -767 -2%
FTUS
212
Flow Traders U.S.
New York
$3.76M -$13.6M -122,947 -78%
KFGG
213
Keystone Financial Group (Georgia)
Georgia
$3.75M -$580K -5,257 -13%
CSP
214
Cary Street Partners
Virginia
$3.73M -$246K -2,233 -6%
PFM
215
Patton Fund Management
Texas
$3.71M +$27.1K +246 +0.7%
NWAG
216
Net Worth Advisory Group
Utah
$3.61M -$630K -5,716 -15%
CHJWM
217
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.58M -$39.7K -360 -1%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$3.56M -$261K -2,366 -7%
SS
219
SBI Securities
Japan
$3.55M -$583K -5,285 -14%
WFS
220
Walker Financial Services
Kentucky
$3.53M +$739K +6,697 +27%
SWM
221
Spire Wealth Management
Virginia
$3.53M -$1.16M -10,551 -25%
PPWP
222
Premier Path Wealth Partners
New Jersey
$3.49M +$221K +2,008 +7%
AG
223
Ascent Group
Virginia
$3.46M +$210K +1,900 +6%
Lido Advisors
224
Lido Advisors
California
$3.45M +$84.6K +767 +3%
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$3.44M +$1.34M +12,175 +64%

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.