iShares 0-1 Year Treasury Bond (SHV) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SHV?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for iShares 0-1 Year Treasury Bond , showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SHV?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for iShares 0-1 Year Treasury Bond .

Is institutional money flowing into SHV?

109 institutional investors hold iShares 0-1 Year Treasury Bond (SHV). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SHV?

Track institutional sentiment and conviction scores for iShares 0-1 Year Treasury Bond (SHV) including Smart Money Verdict and position changes on HoldingsIntel.

iShares 0-1 Year Treasury Bond

SHV·464288679·US·etf·Unknown - Unknown-13D/G

TRUST ISHARE 0-1

SHV (iShares 0-1 Year Treasury Bond ) is held by 109 institutional investors as of Q4 2025. Largest holders: BlackRock, Inc. ($2B), MORGAN STANLEY ($658M), WELLS FARGO & COMPANY/MN ($545.2M). Net institutional sentiment: Mixed.

109

Holders

Avg rating(15 Elite)

$6.4B

Total Value

50% (118)

Fund Consensus

57 buying - 57 selling

Smart Money VerdictView all

50Mixed MomentumSplit Signals

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See how SHV's score breaks down across 4 SEC sources

Held by 109 funds

15 elite

Who's Trading

ActivistBlackRock Portfolio Management LLC10.3%Nov 6, 2025

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	17.9M(-3.3%)	$2B	0.0%	+3.86%	0
MORGAN STANLEY	Decreased	6M(-0.0%)	$658M	0.0%	+6.27%	0
WELLS FARGO & COMPANY/MN	Decreased	4.9M(-10.0%)	$545.2M	0.1%	+7.65%	0
BANK OF AMERICA CORP /DE/	Decreased	3.1M(-2.8%)	$342M	0.0%	+4.09%	0
LPL Financial LLC	Increased	3.1M(+18.6%)	$337.4M	0.1%	+8.68%	36
UBS Group AG	Decreased	1.8M(-16.0%)	$199.3M	0.0%	+9.90%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.6M(+8.4%)	$179.7M	0.2%	+7.60%	40
Wealthfront Advisers LLC	Decreased	1.6M(-17.5%)	$178.2M	0.4%	+4.81%	0
JPMORGAN CHASE & CO	Increased	1.5M(+1.7%)	$168.9M	0.0%	+4.38%	31
RAYMOND JAMES FINANCIAL INC	Increased	1.4M(+2.8%)	$153.1M	0.0%	+3.98%	31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	Increased	1.3M(+7.0%)	$147M	1.0%	+11.63%	51
ENVESTNET ASSET MANAGEMENT INC	Increased	1.1M(+7.8%)	$122.1M	0.0%	+13.21%	33
ROYAL BANK OF CANADA	Decreased	892,597(-5.6%)	$98.3M	0.0%	+4.49%	0
STIFEL FINANCIAL CORP	Increased	873,059(+23.1%)	$96.2M	0.1%	+9.49%	36
Cetera Investment Advisers	Decreased	762,509(-12.2%)	$84M	0.1%	+6.98%	0
ASSETMARK, INC	Increased	686,636(+1.9%)	$75.6M	0.2%	+3.88%	36
AMERIPRISE FINANCIAL INC	Increased	587,530(+9.2%)	$64.8M	0.0%	+9.96%	32
TRUIST FINANCIAL CORP	Decreased	562,788(-0.1%)	$62M	0.1%	+11.24%	0
Rockefeller Capital Management L.P.	Increased	528,070(+11.9%)	$58.2M	0.1%	+9.88%	39
COMMONWEALTH EQUITY SERVICES, LLC	Increased	488,746(+1.1%)	$53.8M	0.1%	+6.90%	30
Cerity Partners LLC	Decreased	469,143(-9.4%)	$51.7M	0.1%	+11.88%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	455,567(+40.0%)	$50.2M	0.3%	+6.62%	46
Banco Santander, S.A.	Increased	449,776(+26.4%)	$49.5M	0.4%	+4.02%	43
BANK OF NOVA SCOTIA	Increased	396,898(+6.4%)	$43.7M	0.1%	+4.16%	31
MML INVESTORS SERVICES, LLC	Increased	369,730(+7.6%)	$40.7M	0.1%	+11.92%	31
Focus Partners Wealth	Increased	364,699(+65.6%)	$40.2M	0.0%	+3.23%	43
GOLDMAN SACHS GROUP INC	Decreased	336,097(-20.6%)	$37M	0.0%	+3.47%	0
HSBC HOLDINGS PLC	Decreased	289,983(-18.3%)	$31.9M	0.0%	+5.72%	0
OSAIC HOLDINGS, INC.	Decreased	261,805(-17.8%)	$28.8M	0.0%	+11.44%	0
HighTower Advisors, LLC	Increased	239,356(+41.7%)	$26.4M	0.0%	+5.44%	38
Mariner, LLC	Increased	212,945(+32.7%)	$23.5M	0.0%	+2.72%	37
JANE STREET GROUP, LLC	Decreased	176,755(-32.9%)	$19.5M	0.0%	+5.57%	0
COMERICA BANK	Decreased	176,163(-2.6%)	$19.4M	0.1%	+7.59%	0
Farther Finance Advisors, LLC	Increased	172,022(+10.1%)	$18.9M	0.2%	+4.20%	37
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	153,573(-56.4%)	$16.9M	0.0%	+5.32%	0
Financial Engines Advisors L.L.C.	Decreased	151,479(-1.8%)	$16.7M	0.0%	+14.92%	0
Beacon Pointe Advisors, LLC	Increased	145,171(+8.4%)	$16M	0.1%	+1.22%	37
NewEdge Advisors, LLC	Decreased	143,466(-1.4%)	$15.8M	0.1%	+4.72%	0
BANK OF MONTREAL /CAN/	Increased	134,894(+168.0%)	$14.9M	0.0%	+1.68%	45
BANQUE PICTET & CIE SA	Increased	119,075(+27.8%)	$13.1M	0.1%	+3.69%	35
Creative Planning	Increased	110,243(+1.4%)	$12.1M	0.0%	+15.08%	28
Steward Partners Investment Advisory, LLC	Decreased	87,390(-21.9%)	$9.6M	0.1%	+9.33%	0
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Increased	85,327(+57.3%)	$9.4M	0.1%	+0.93%	39
Kestra Advisory Services, LLC	Increased	77,019(+4.0%)	$8.5M	0.0%	+6.12%	29
Sanctuary Advisors, LLC	Increased	70,604(+21.8%)	$7.8M	0.0%	+4.38%	33
SCOTIA CAPITAL INC.	Decreased	64,712(-7.2%)	$7.1M	0.0%	+6.94%	0
DAVENPORT & Co LLC	Increased	60,603(+3.4%)	$6.7M	0.0%	+7.29%	28
Equitable Holdings, Inc.	Increased	58,821(+31.4%)	$6.5M	0.0%	+3.07%	35
MAI Capital Management	Decreased	56,333(-3.5%)	$6.2M	0.0%	+3.48%	0
JONES FINANCIAL COMPANIES LLLP	Decreased	51,647(-9.7%)	$5.7M	0.0%	+3.99%	0
US BANCORP \DE\	Decreased	48,827(-2.9%)	$5.4M	0.0%	+14.94%	0
Private Advisor Group, LLC	Decreased	48,392(-43.3%)	$5.3M	0.0%	+7.73%	0
KEYBANK NATIONAL ASSOCIATION/OH	Increased	46,835(+19.5%)	$5.2M	0.0%	+8.49%	32
Lido Advisors, LLC	Increased	46,340(+48.2%)	$5.1M	0.0%	+2.34%	37
Integrated Wealth Concepts LLC	Decreased	45,297(-43.5%)	$5M	0.1%	+11.32%	0
HB Wealth Management, LLC	Increased	41,981(+1.6%)	$4.6M	0.0%	+2.27%	27
Orion Porfolio Solutions, LLC	Increased	40,975(+3.4%)	$4.5M	0.0%	+5.74%	28
D.A. DAVIDSON & CO.	Increased	38,948(+8.6%)	$4.3M	0.0%	+2.64%	29
Wealthspire Advisors, LLC	Increased	37,277(+1045.9%)	$4.1M	0.0%	+0.74%	43
Tidal Investments LLC	New	32,300	$3.6M	0.0%	+0.30%	37
CITIGROUP INC	Decreased	31,196(-32.4%)	$3.4M	0.0%	+4.34%	0
Corient Private Wealth LLC	Increased	30,433(+6.8%)	$3.4M	0.0%	+4.13%	28
&PARTNERS	Decreased	27,296(-3.4%)	$3M	0.0%	+3.47%	0
MERCER GLOBAL ADVISORS INC /ADV	Decreased	26,602(-17.3%)	$2.9M	0.0%	+8.99%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	24,093(+26.3%)	$2.7M	0.0%	+10.43%	32
BLAIR WILLIAM & CO/IL	Increased	22,714(+5.0%)	$2.5M	0.0%	+5.76%	27
AXXCESS WEALTH MANAGEMENT, LLC	Decreased	19,482(-4.7%)	$2.1M	0.0%	+13.07%	0
Baird Financial Group, Inc.	Decreased	18,282(-0.1%)	$2M	0.0%	+6.43%	0
NATIONAL BANK OF CANADA /FI/	Decreased	17,486(-43.9%)	$1.9M	0.0%	+2.69%	0
CIBC WORLD MARKET INC.	Increased	17,435(+14.5%)	$1.9M	0.0%	+3.31%	30
TD Waterhouse Canada Inc.	Increased	17,232(+65.0%)	$1.9M	0.0%	+3.84%	38
Allworth Financial LP	Decreased	16,458(-32.1%)	$1.8M	0.0%	+13.49%	0
Pathstone Holdings, LLC	Increased	15,272(+21.3%)	$1.7M	0.0%	+4.69%	31
ALLIANCEBERNSTEIN L.P.	Decreased	14,381(-13.9%)	$1.6M	0.0%	+6.77%	0
OneDigital Investment Advisors LLC	Decreased	14,359(-2.1%)	$1.6M	0.0%	+14.88%	0
AE Wealth Management LLC	Decreased	12,480(-66.6%)	$1.4M	0.0%	+6.23%	0
Federation des caisses Desjardins du Quebec	Decreased	12,428(-68.3%)	$1.4M	0.0%	+5.78%	0
Sequoia Financial Advisors, LLC	Decreased	11,709(-4.3%)	$1.3M	0.0%	+9.85%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	11,483(-2.1%)	$1.3M	0.0%	+11.44%	0
BROWN ADVISORY INC	Increased	11,282(+0.9%)	$1.2M	0.0%	+13.80%	25
NOMURA ASSET MANAGEMENT CO LTD	New	9,235	$1M	0.0%	+0.30%	35
Bank of New York Mellon Corp	Increased	9,028(+8.6%)	$994,497	0.0%	+7.98%	27
WHITTIER TRUST CO	Decreased	8,872(-4.8%)	$977,606	0.0%	+10.07%	0
Belvedere Trading LLC	New	8,393	$924,489	0.0%	+0.30%	35
EP Wealth Advisors, LLC	Increased	8,329(+48.6%)	$917,466	0.0%	+3.84%	34
Envestnet Portfolio Solutions, Inc.	Increased	7,489(+6.7%)	$824,866	0.0%	+7.62%	26
Waverly Advisors, LLC	Increased	6,644(+12.4%)	$731,812	0.0%	+2.49%	28
Gotham Asset Management, LLC	Unchanged	6,539	$720,271	0.0%	+3.83%	0
Savant Capital, LLC	Increased	6,209(+27.8%)	$683,922	0.0%	+3.22%	31
CAPTRUST FINANCIAL ADVISORS	Increased	4,976(+0.3%)	$548,086	0.0%	+7.39%	24
HUNTINGTON NATIONAL BANK	Unchanged	4,184	$460,868	0.0%	+9.33%	0
Kovitz Investment Group Partners, LLC	Increased	4,025(+25.7%)	$443,461	0.0%	+11.29%	29
Vontobel Holding Ltd.	Decreased	4,000(-50.0%)	$440,600	0.0%	+2.41%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	3,997(-5.2%)	$440,264	0.0%	+11.32%	0
FMR LLC	Decreased	2,646(-80.7%)	$291,494	0.0%	+4.50%	0
TUDOR INVESTMENT CORP ET AL	New	2,382	$262,377	0.0%	+0.30%	32
AQR CAPITAL MANAGEMENT LLC	Unchanged	2,377	$261,827	0.0%	+1.30%	0
KING LUTHER CAPITAL MANAGEMENT CORP	New	2,270	$250,041	0.0%	+0.30%	32
Aptus Capital Advisors, LLC	Decreased	1,664(-28.4%)	$183,290	0.0%	+7.76%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	1,453(-46.4%)	$160,048	0.0%	+7.35%	0
CIBC Private Wealth Group LLC	Increased	801(+0.6%)	$88,241	0.0%	+7.30%	22
M&T BANK CORP	Decreased	860(-73.2%)	$55,307	0.0%	+11.83%	0
LAZARD ASSET MANAGEMENT LLC	Decreased	500(-24.2%)	$55,075	0.0%	+8.36%	0
FIFTH THIRD BANCORP	Decreased	483(-93.0%)	$53,202	0.0%	+2.39%	0
SIMPLEX TRADING, LLC	Increased	397(+271.0%)	$43,729	0.0%	+0.57%	22
FIL Ltd	Decreased	393(-5.3%)	$43,289	0.0%	+13.23%	0
Asset Management One Co., Ltd.	Unchanged	129	$14,204	0.0%	+14.10%	0
BROWN BROTHERS HARRIMAN & CO	New	86	$9,473	0.0%	+0.30%	23
Russell Investments Group, Ltd.	New	1	$110	0.0%	+0.30%	17
TIAA TRUST, NATIONAL ASSOCIATION	Exited	0(-100.0%)	$208,716	0.0%	+0.99%	0
Compagnie Lombard Odier SCmA	Exited	0	$0	0.0%	+0.99%	0
Vident Advisory, LLC	Exited	0(-100.0%)	$4.4M	0.0%	+3.85%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$1,215	0.0%	+0.99%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$9.3M	0.0%	+2.10%	0
Quantinno Capital Management LP	Exited	0(-100.0%)	$254,458	0.0%	+11.61%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$7.1M	0.0%	+2.05%	0
Engineers Gate Manager LP	Exited	0(-100.0%)	$1.8M	0.0%	+3.18%	0
MILLENNIUM MANAGEMENT LLC	Exited	0(-100.0%)	$1.1M	0.0%	+7.56%	0

iShares 0-1 Year Treasury Bond

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