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iShares 0-1 Year Treasury Bond ETF
SHV

463 hedge funds and large institutions have $6.08B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 118 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 44

42% more funds holding in top 10

Funds holding in top 10: 19 → 27 (+8)

10% more funds holding

Funds holding: 422 → 463 (+41)

2.53% more ownership

Funds ownership: 44.12% → 46.65% (+2.5%)

1% less capital invested

Capital invested by funds: $6.18B → $6.08B (-$92.6M)

24% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 156

Holders
463
Holders Change
+41
Holders Change %
+9.72%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.42%
New
90
Increased
118
Reduced
156
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
2
HHGA
Halbert Hargrove Global Advisors
California
+$97.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.6M
4
Morgan Stanley
Morgan Stanley
New York
+$57M
5
Bank of America
Bank of America
North Carolina
+$34.5M

Top Sellers

Rank Fund Capital Flow
1
CRG
Cornerstone Retirement Group
Nevada
-$272M
2
BlackRock
BlackRock
New York
-$199M
3
Betterment LLC
Betterment LLC
New York
-$79.1M
4
Jane Street
Jane Street
New York
-$37.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
251
Estate Counselors
Wisconsin
$619K +$138K +1,250 +29%
SW
252
SlateStone Wealth
Florida
$618K -$939K -8,500 -60%
MW
253
Milestone Wealth
New York
$618K +$618K +5,600 New
GWAM
254
Guardian Wealth Advisors (Minnesota)
Minnesota
$589K – – –
BAM
255
Belpointe Asset Management
Nevada
$582K -$410K -3,715 -41%
WBC
256
West Branch Capital
Massachusetts
$580K -$115K -1,037 -16%
SWM
257
Stockman Wealth Management
Montana
$574K – – –
SWM
258
Spire Wealth Management
Virginia
$572K -$428K -3,877 -43%
IAG
259
Investment Advisory Group
Massachusetts
$564K +$565K +5,116 New
CM
260
Columbus Macro
Pennsylvania
$559K – – –
COF
261
Capital One Financial
Virginia
$555K +$304K +2,752 +121%
BL
262
BFSG LLC
California
$552K +$30.9K +280 +6%
PC
263
Pecaut & Co
Iowa
$551K -$110K -992 -17%
SC
264
Sinecera Capital
Texas
$549K +$547K +4,951 New
CT
265
Cambridge Trust
Massachusetts
$549K +$550K +4,976 New
Bank of New York Mellon
266
Bank of New York Mellon
New York
$546K +$119K +1,078 +28%
HCP
267
Hexagon Capital Partners
Arkansas
$535K +$2.32K +21 +0.4%
ACM
268
Allred Capital Management
Texas
$527K -$1.88K -17 -0.4%
HWM
269
Hemington Wealth Management
Virginia
$523K – – –
EDRH
270
Edmond de Rothschild Holding
Switzerland
$522K – – –
MWM
271
Mascoma Wealth Management
New Hampshire
$519K +$166K +1,500 +47%
WCM
272
Wealthcare Capital Management
Virginia
$513K – – –
HKAM
273
Horizon Kinetics Asset Management
New York
$512K -$366K -3,314 -42%
AAS
274
Avantax Advisory Services
Texas
$510K +$95.2K +862 +23%
CCM
275
Coldstream Capital Management
Washington
$507K -$4.2K -38 -0.8%
9 10
11
12 13

SHV Hedge Fund Activity: Q4 2021 in Review

463 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2021, worth a combined $6.08B — down 1.5% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SHV positions and 44 closed out — a net gain of 46 holders — while 118 added to existing stakes and 156 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Cornerstone Retirement Group, cutting an estimated $272M.

  • 463 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2021, up from 422 in Q3 2021.
  • Funds reported $6.08B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2021 and 44 closed out, a net change of +46 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2021 was Fidelity Investments, an estimated $115M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2021 was Cornerstone Retirement Group, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2021.