iShares 0-1 Year Treasury Bond ETF
742 hedge funds and large institutions have $9.95B invested in iShares 0-1 Year Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 278 increasing their positions, 279 reducing their positions, and 56 closing their positions.
68% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 56
12% more funds holding in top 10
Funds holding in top 10: 65 → 73 (+8)
6% more capital invested
Capital invested by funds: $9.38B → $9.95B (+$574M)
4% more funds holding
Funds holding: 712 → 742 (+30)
0.68% more ownership
Funds ownership: 46.87% → 47.55% (+0.68%)
0% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 279
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$237M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$110M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$93.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$56.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$52.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$69.6M |
| 2 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$42.1M |
| 3 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
-$41.9M |
| 4 |
Morgan Stanley
New York
|
-$39.7M |
| 5 |
OC
Oakworth Capital
Birmingham,
Alabama
|
-$34.7M |
SHV Hedge Fund Activity: Q1 2026 in Review
742 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2026, worth a combined $9.95B — up 6.1% from $9.38B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SHV positions and 56 closed out — a net gain of 38 holders — while 278 added to existing stakes and 279 trimmed.
The largest buyer was Marks Wealth, adding an estimated $237M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $69.6M.
- 742 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2026, up from 712 in Q4 2025.
- Funds reported $9.95B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2026, up 6.1% quarter-over-quarter.
- 94 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2026 and 56 closed out, a net change of +38 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2026 was Marks Wealth, an estimated $237M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $69.6M sold.
Based on aggregated 13F filings for Q1 2026.