Who Owns SHV?
iShares 0–1 Year Treasury Bond ETF — Institutional Ownership & 13F Holdings
$110.39
+0.02 (+0.02%)
Market Cap
$20.2B
Shares Outstanding
189,920,790
Institutional Holders
711
Total Inst. Value
$8.3B
% of Float Held
—
QoQ Holder Change
+296
Institutional data as of Q1 2025
New Positions
220
Closed Positions
76
Increased
215
Decreased
220
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $1.7B | 15,500,747 |
| 2 | MORGAN STANLEY | $575.3M | 5,208,081 |
| 3 | WELLS FARGO & COMPANY/MN | $424.0M | 3,838,638 |
| 4 | BANK OF AMERICA CORP /DE/ | $286.5M | 2,593,340 |
| 5 | JPMORGAN CHASE & CO | $202.4M | 1,831,952 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $167.6M | 1,517,183 |
| 7 | FMR LLC | $163.6M | 1,481,305 |
| 8 | RAYMOND JAMES FINANCIAL INC | $156.4M | 1,416,054 |
| 9 | Marks Wealth, LLCNew | $155.8M | 1,410,201 |
| 10 | UBS Group AG | $139.9M | 1,266,215 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BlackRock, Inc. | +2.4M | $1.7B |
| MORGAN STANLEY | +49K | $575.3M |
| JPMORGAN CHASE & CO | +83K | $202.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +425K | $167.6M |
| RAYMOND JAMES FINANCIAL INC | +293K | $156.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Proficio Capital Partners LLC | -5.8M | $9.8M |
| FMR LLC | -3.7M | $163.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -914K | $63.2M |
| Wick Capital Partners, LLC | -864K | $2.2M |
| ANCHOR CAPITAL ADVISORS LLC | -610K | $18.4M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold SHV?
As of Q1 2025, 711 institutional investors report holding SHV (iShares 0–1 Year Treasury Bond ETF) in their 13F filings.
Which hedge fund owns the most SHV?
The largest institutional holder of SHV is BlackRock, Inc. with $1.7B in shares.
Are institutions buying or selling SHV?
This quarter, 220 institutions opened new positions in SHV and 76 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.