iShares 0-1 Year Treasury Bond ETF
710 hedge funds and large institutions have $9.38B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 250 increasing their positions, 278 reducing their positions, and 59 closing their positions.
61% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 59
7% more funds holding in top 10
Funds holding in top 10: 61 → 65 (+4)
4% more funds holding
Funds holding: 685 → 710 (+25)
1.21% more ownership
Funds ownership: 45.66% → 46.86% (+1.2%)
1% less capital invested
Capital invested by funds: $9.47B → $9.38B (-$90.6M)
10% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 278
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$52.9M |
| 2 |
MPW
MASECO Private Wealth
London,
|
+$37.6M |
| 3 |
OC
Oakworth Capital
Birmingham,
Alabama
|
+$35.8M |
| 4 |
ZAM
Zevin Asset Management
Boston,
Massachusetts
|
+$23.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$67.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$60.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$38.1M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
-$37.8M |
| 5 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$33.6M |
SHV Hedge Fund Activity: Q4 2025 in Review
710 institutional investors reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2025, worth a combined $9.38B — down 0.96% from $9.47B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new SHV positions and 59 closed out — a net gain of 36 holders — while 250 added to existing stakes and 278 trimmed.
The largest buyer was LPL Financial, adding an estimated $52.9M. The largest seller was BlackRock, cutting an estimated $67.7M.
- 710 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2025, up from 685 in Q3 2025.
- Funds reported $9.38B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2025, down 0.96% quarter-over-quarter.
- 95 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2025 and 59 closed out, a net change of +36 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2025 was LPL Financial, an estimated $52.9M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2025 was BlackRock, an estimated $67.7M sold.
Based on aggregated 13F filings for Q4 2025.