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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
BlackRock
1
BlackRock
New York
$1.71B +$268M +2,432,339 +19%
Morgan Stanley
2
Morgan Stanley
New York
$575M +$5.39M +48,848 +0.9%
Wells Fargo
3
Wells Fargo
California
$424M -$1.35M -12,202 -0.3%
Bank of America
4
Bank of America
North Carolina
$286M -$6.88M -62,421 -2%
LPL Financial
5
LPL Financial
California
$235M +$24.1M +218,182 +11%
JP Morgan Chase
6
JP Morgan Chase
New York
$202M +$9.14M +82,835 +5%
Wealthfront Advisers
7
Wealthfront Advisers
California
$169M +$88M +798,167 +108%
BBVA
8
Banco Bilbao Vizcaya Argentaria
Spain
$168M +$26.7M +242,455 +19%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$168M +$33.7M +305,749 +25%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$164M -$412M -3,736,219 -72%
Raymond James Financial
11
Raymond James Financial
Florida
$156M +$32.3M +292,648 +26%
MW
12
Marks Wealth
Maryland
$156M +$156M +1,410,201 New
UBS Group
13
UBS Group
Switzerland
$140M -$4.03M -36,536 -3%
Betterment LLC
14
Betterment LLC
New York
$124M -$20.3M -184,429 -14%
Renaissance Technologies
15
Renaissance Technologies
New York
$115M +$22.4M +202,700 +24%
Truist Financial
16
Truist Financial
North Carolina
$112M +$33.1M +299,694 +42%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$111M -$1.29M -11,735 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$110M -$9.78M -88,646 -8%
HAFG
19
Hansen & Associates Financial Group
California
$108M +$35.4M +321,388 +49%
AFP
20
Ausdal Financial Partners
Iowa
$105M +$93M +843,151 +814%
NRI
21
NFP Retirement Inc
California
$94.7M -$36.8M -333,358 -28%
OC
22
Oakworth Capital
Alabama
$90.3M +$84.6M +767,382 +1,524%
Ameriprise
23
Ameriprise
Minnesota
$85.9M +$4.36M +39,499 +5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$83.5M +$5.9M +53,485 +8%
TC
25
Trust Company
Kansas
$78.6M +$37.8M +343,121 +93%

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.