SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

473 hedge funds and large institutions have $11B invested in iShares Short Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 158 increasing their positions, 159 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+30
Holders Change %
+6.77%
% of All Funds
9.72%
Holding in Top 10
69
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.66%
% of All Funds
1.42%
New
95
Increased
158
Reduced
159
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$113M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$98.7M
3
Wells Fargo
Wells Fargo
California
+$82.2M
4
Betterment LLC
Betterment LLC
New York
+$62.1M
5
Jane Street
Jane Street
New York
+$59.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$1.86B
2
Osaic Holdings
Osaic Holdings
Arizona
-$291M
3
SS
Simplicity Solutions
Minnesota
-$170M
4
AWM
AE Wealth Management
Kansas
-$169M
5
AssetMark Inc
AssetMark Inc
California
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
251
Geneos Wealth Management
Colorado
$1.29M +$1.03M +9,308 +391%
Baird Financial Group
252
Baird Financial Group
Wisconsin
$1.26M -$2.04M -18,399 -62%
CAN
253
Cetera Advisor Networks
California
$1.26M -$205K -1,854 -14%
EA
254
Evergreen Advisors
Tennessee
$1.24M -$297K -2,680 -19%
PFM
255
Patton Fund Management
Texas
$1.23M +$1.11K +10 +0.1%
MAS
256
Managed Account Services
Florida
$1.22M -$725K -6,545 -37%
SA
257
Sicart Associates
New York
$1.18M – – –
CIAS
258
Capital Investment Advisory Services
North Carolina
$1.17M -$307K -2,777 -21%
CAM
259
Cidel Asset Management
Ontario, Canada
$1.16M +$153K +1,386 +15%
Millennium Management
260
Millennium Management
New York
$1.15M +$898K +8,104 +350%
CTA
261
Chesley Taft & Associates
Illinois
$1.15M +$437K +3,950 +62%
HW
262
Hedeker Wealth
Illinois
$1.13M -$1.06M -9,578 -48%
BWM
263
Baystate Wealth Management
Massachusetts
$1.13M +$919K +8,298 +435%
CCA
264
Checchi Capital Advisers
California
$1.12M +$1.12M +10,142 New
RCA
265
Rowland Carmichael Advisors
Arizona
$1.08M -$161K -1,456 -13%
S
266
SignatureFD
Georgia
$1.04M -$186K -1,682 -15%
SBSB
267
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.04M +$136K +1,232 +15%
BPC
268
Banque Pictet & Cie
Switzerland
$1.01M – – –
PA
269
Perennial Advisors
New York
$1M -$478K -4,321 -32%
AWM
270
Alterna Wealth Management
Texas
$994K +$994K +8,975 New
PA
271
Pinnacle Associates
New York
$985K +$985K +8,896 New
RG
272
Rathbones Group
United Kingdom
$975K +$975K +8,800 New
WBC
273
West Branch Capital
Massachusetts
$956K +$2.55K +23 +0.3%
CIM
274
Cambria Investment Management
California
$952K -$126K -1,136 -12%
Lazard Asset Management
275
Lazard Asset Management
New York
$930K -$968K – –
9 10
11
12 13