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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
BlackRock
1
BlackRock
New York
$1.79B +$77.7M +705,064 +5%
Morgan Stanley
2
Morgan Stanley
New York
$646M +$71.1M +644,646 +12%
Wells Fargo
3
Wells Fargo
California
$505M +$80.8M +732,738 +19%
Bank of America
4
Bank of America
North Carolina
$350M +$63.8M +579,074 +22%
LPL Financial
5
LPL Financial
California
$238M +$3.02M +27,395 +1%
UBS Group
6
UBS Group
Switzerland
$214M +$73.8M +669,502 +53%
Wealthfront Advisers
7
Wealthfront Advisers
California
$197M +$27.4M +248,584 +16%
JP Morgan Chase
8
JP Morgan Chase
New York
$185M -$17.7M -160,707 -9%
Raymond James Financial
9
Raymond James Financial
Florida
$174M +$17.7M +160,138 +11%
BBVA
10
Banco Bilbao Vizcaya Argentaria
Spain
$170M +$2.94M +26,689 +2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$161M -$6M -54,451 -4%
NRI
12
NFP Retirement Inc
California
$138M +$42.8M +388,096 +45%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$122M +$12.4M +112,763 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$111M +$220K +1,993 +0.2%
Mariner
15
Mariner
Kansas
$97.6M +$86.4M +783,461 +781%
Betterment LLC
16
Betterment LLC
New York
$95.5M -$27.9M -253,485 -23%
HAFG
17
Hansen & Associates Financial Group
California
$93.4M -$14.6M -131,980 -13%
Truist Financial
18
Truist Financial
North Carolina
$82.1M -$30M -271,850 -27%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$80.1M -$3.4M -30,861 -4%
TC
20
Trust Company
Kansas
$79.9M +$1.35M +12,263 +2%
AFP
21
Ausdal Financial Partners
Iowa
$78.6M -$25.9M -234,933 -25%
OC
22
Oakworth Capital
Alabama
$75M -$15.3M -138,723 -17%
TLFA
23
True Link Financial Advisors
California
$72.6M +$2.76M +25,048 +4%
AssetMark Inc
24
AssetMark Inc
California
$71.8M +$3.17M +28,727 +5%
Stifel Financial
25
Stifel Financial
Missouri
$69.6M +$3.29M +29,813 +5%

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.