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iShares 0-1 Year Treasury Bond ETF

723 hedge funds and large institutions have $9.49B invested in iShares 0-1 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 249 increasing their positions, 268 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 54

7% more funds holding

Funds holding: 675723 (+48)

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

0% less capital invested

Capital invested by funds: $9.51B → $9.49B (-$17.6M)

0.74% less ownership

Funds ownership: 48.95%48.21% (-0.74%)

7% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 268

Holders
723
Holders Change
+48
Holders Change %
+7.11%
% of All Funds
9.52%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.9%
New
117
Increased
249
Reduced
268
Closed
54
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
226
Forum Financial Management
Illinois
$3.43M +$669K +6,069 +24%
PP
227
Pacifica Partners
Canada
$3.31M +$246K +2,235 +8%
FA
228
Fiduciary Alliance
South Carolina
$3.3M +$35.8K +325 +1%
BL
229
Balentine LLC
Georgia
$3.27M
JSSH
230
J. Safra Sarasin Holding
$3.26M
NCM
231
New Capital Management
Texas
$3.25M -$9.48K -86 -0.3%
BPC
232
Banque Pictet & Cie
Switzerland
$3.19M -$5.29M -47,963 -62%
LC
233
Luminist Capital
Michigan
$3.13M +$3.13M +28,427 New
AllianceBernstein
234
AllianceBernstein
Tennessee
$3.1M -$49.3M -446,711 -94%
EH
235
Equitable Holdings
New York
$3.07M +$1.71M +15,498 +125%
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.03M
MAM
237
Milestone Asset Management
Pennsylvania
$3.01M +$182K +1,648 +6%
CAL
238
Capital Advisors Ltd
Ohio
$3.01M -$569K -5,158 -16%
PPWP
239
Premier Path Wealth Partners
New Jersey
$3.01M +$151K +1,370 +5%
AI
240
Arrien Investments
Idaho
$3M -$1.02M -9,212 -25%
KPWM
241
KDK Private Wealth Management
Texas
$2.99M +$2.99M +27,138 New
HCC
242
Hirtle Callaghan & Co
Pennsylvania
$2.99M
TSS
243
Two Sigma Securities
New York
$2.96M +$1.23M +11,135 +71%
OFA
244
Oak Family Advisors
Illinois
$2.95M +$465K +4,216 +19%
FHA
245
First Horizon Advisors
Tennessee
$2.94M +$861K +7,804 +41%
ACM
246
Avalon Capital Management
California
$2.93M +$1.59M +14,424 +118%
RCG
247
Rock Creek Group
District of Columbia
$2.93M
BL
248
BFSG LLC
California
$2.92M +$223K +2,018 +8%
OIA
249
OneDigital Investment Advisors
Kansas
$2.91M -$529K -4,800 -15%
NYLIM
250
New York Life Investment Management
New York
$2.9M -$4.82M -43,739 -62%

SHV Hedge Fund Activity: Q4 2024 in Review

723 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2024, worth a combined $9.49B — down 0.18% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SHV positions and 54 closed out — a net gain of 63 holders — while 249 added to existing stakes and 268 trimmed.

The largest buyer was BlackRock, adding an estimated $533M. The largest seller was JP Morgan Chase, cutting an estimated $803M.

  • 723 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2024, up from 675 in Q3 2024.
  • Funds reported $9.49B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 117 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2024 and 54 closed out, a net change of +63 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2024 was BlackRock, an estimated $533M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $803M sold.

Based on aggregated 13F filings for Q4 2024.