iShares Short Treasury Bond
SHV • NASDAQ
iShares Short Treasury Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 668 institutional investors hold shares in this ETF, with total holdings valued at $9.5B. BlackRock, Inc. is the largest holder with a position valued at $2.1B.
Overview
Overview of institutional ownership in SHV as of Q3 2025
All Institutions
- Institutions
- 668
- Value Held
- $9.5B
- Shares Held
- 86.1M
- Avg Position
- $14.3M
- Median Position
- $1.2M
Hedge Funds
- Hedge Funds
- 10
- Value Held
- $18.9M
- Shares Held
- 170.7K
- Avg Position
- $1.9M
- Median Position
- $1.4M
Biggest Investors
Institutions with the largest positions in SHV as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $2.1B 0.04% of portfolio |
 MORGAN STANLEY RIA/Wealth | $660.1M 0.04% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $607.9M 0.12% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $353.0M 0.03% of portfolio |
L LPL Financial LLC Institution | $285.5M 0.08% of portfolio |
 NFP Retirement, Inc. RIA/Wealth | $276.1M 12.68% of portfolio |
 UBS Group AG Institution | $238.1M 0.05% of portfolio |
 Wealthfront Advisers LLC RIA/Wealth | $216.6M 0.51% of portfolio |
 JPMORGAN CHASE & CO Institution | $166.7M 0.01% of portfolio |
$165.7M 0.25% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SHV in Q3 2025
- Traded
- +$148.5M
- Buyers
- 297
- Sellers
- 348
- Total Bought
- +$909.2M
- Total Sold
- −$760.7M
- Avg Position
- $13.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
B BlackRock, Inc. Institution | +$260.4M +2.4M shares |
NFP Retirement, Inc. RIA/Wealth | +$138.6M +1.3M shares |
WELLS FARGO & COMPANY/MN Institution | +$102.9M +930.9K shares |
L LPL Financial LLC Institution | +$47.6M +430.4K shares |
UBS Group AG Institution | +$24.2M +219.1K shares |
Wealthfront Advisers LLC RIA/Wealth | +$19.7M +177.9K shares |
A Americana Partners, LLC RIA/Wealth | +$17.6M +158.9K shares |
 Cetera Investment Advisers RIA/Wealth | +$15.8M +143.3K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$14.8M +133.9K shares |
MORGAN STANLEY RIA/Wealth | +$13.4M +121.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Mariner Wealth Advisors, LLC RIA/Wealth | −$79.9M −723.4K shares |
−$35.0M −317.3K shares | |
B BANCO BILBAO VIZCAYA ARGENTARIA, S.A. RIA/Wealth | −$33.1M −299.6K shares |
T True Link Financial Advisors, LLC Institution | −$32.2M −291.7K shares |
Q Quadrature Capital Ltd Institution | −$31.6M −286.4K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$29.6M −267.9K shares |
 Ausdal Financial Partners, Inc. RIA/Wealth | −$29.1M −263.6K shares |
 GUIDANCE CAPITAL, INC RIA/Wealth | −$27.3M −247.3K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$24.8M −224.7K shares |
 BB&T CORP Institution | −$19.8M −179.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SHV in Q3 2025
- New Positions
- 19
- New Value
- $13.8M
- Exited Positions
- 65
- Exited Value
- $110.0M
New Positions
| Institution | Position Value |
|---|---|
K KDT Advisors, LLC Institution | $3.3M 30.2K shares |
P PROFESSIONAL ADVISORY SERVICES INC RIA/Wealth | $2.9M 26.6K shares |
 DOVER ADVISORS, LLC RIA/Wealth | $2.8M 25.0K shares |
 Geometric Wealth Advisors RIA/Wealth | $700.1K 6.3K shares |
 Apexium Financial, LP RIA/Wealth | $624.8K 5.7K shares |
 NORRIS PERNE & FRENCH LLP/MI RIA/Wealth | $622.4K 5.6K shares |
 ROCKLAND TRUST CO Private Equity | $566.2K 5.1K shares |
 SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | $517.6K 4.7K shares |
 A4 Wealth Advisors LLC RIA/Wealth | $413.7K 3.7K shares |
J J HAGAN CAPITAL, INC. RIA/Wealth | $309.2K 2.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Q Quadrature Capital Ltd Institution | $31.6M 286.4K shares |
 MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth | $14.9M 134.8K shares |
H HRT FINANCIAL LLC Institution | $10.3M 93.2K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $9.4M 85.6K shares |
 Chicago Wealth Management, Inc. RIA/Wealth | $9.4M 85.4K shares |
 1858 WEALTH MANAGEMENT, LLC RIA/Wealth | $5.8M 52.6K shares |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | $3.1M 27.8K shares |
L LFA - Lugano Financial Advisors SA Institution | $2.7M 24.9K shares |
 Optivise Advisory Services LLC RIA/Wealth | $2.3M 20.8K shares |
 NGAM ADVISORS, L.P. Long Only Manager | $1.6M 14.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in SHV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SHV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Sulzberger Capital Advisors, Inc. RIA/Wealth | 29.72% $25.6M |
26.27% $58.3M | |
L Legacy Advisory Services, LLC RIA/Wealth | 21.02% $27.9M |
 Client First Capital LLC RIA/Wealth | 16.99% $37.3M |
 Cypress Advisory Group LLC RIA/Wealth | 16.77% $22.7M |
NFP Retirement, Inc. RIA/Wealth | 12.68% $276.1M |
 Marks Wealth, LLC RIA/Wealth | 10.68% $34.6M |
 Bulltick Wealth Management, LLC RIA/Wealth | 10.22% $43.2M |
 Bull Oak Capital, LLC RIA/Wealth | 10.03% $23.6M |
A Allred Capital Management, LLC Institution | 9.90% $28.4M |
Hedge Fund Spotlight
Discover hedge funds investing in SHV
Core Wealth Partners LLC
Hedge Fund • Long/Short
Portfolio ManagerAdam Senator Wiatrak
- Portfolio Value
- $217.4M
- Positions
- 177
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Short Treasury Bond
- Market Value
- $2.8M
- Shares Held
- 25.1K
- Portfolio Weight
- 1.28%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $16.5M | 7.57% | |
Industrial - Machinery Industrials | $14.6M | 6.70% | |
Software - Infrastructure Technology | $8.0M | 3.70% |
