SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

634 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+22
Holders Change %
+3.59%
% of All Funds
10%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
1.56%
New
94
Increased
227
Reduced
250
Closed
68
Calls
–
Puts
$6.93M
Net Calls
-$6.93M
Net Calls Change
-$557K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$96.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.5M
3
Cerity Partners
Cerity Partners
New York
+$67.7M
4
FIA
Foundations Investment Advisors
Arizona
+$50.9M
5
AI
Accredited Investors
Minnesota
+$45.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.23B
2
Charles Schwab
Charles Schwab
California
-$361M
3
Morgan Stanley
Morgan Stanley
New York
-$126M
4
SWG
Summit Wealth Group
Vermont
-$115M
5
SW
SVB Wealth
Massachusetts
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
251
Mayport LLC
Massachusetts
$2.79M -$464K -4,200 -14%
APG
252
Abacus Planning Group
South Carolina
$2.78M -$61.5K -557 -2%
CL
253
Choreo LLC
Illinois
$2.77M +$416K +3,766 +18%
RFN
254
RDA Financial Network
Iowa
$2.76M +$932K +8,435 +51%
BA
255
Bridge Advisory
California
$2.72M -$45.3K -410 -2%
CPCM
256
Cardinal Point Capital Management
Ontario, Canada
$2.72M -$693K -6,270 -20%
Kovitz Investment Group Partners
257
Kovitz Investment Group Partners
Illinois
$2.7M +$2.32K +21 +0.1%
VC
258
Veracity Capital
Georgia
$2.69M +$1.77K +16 +0.1%
AWAG
259
ARS Wealth Advisors Group
Florida
$2.68M -$1.87M -16,912 -41%
JFG
260
Jefferies Financial Group
New York
$2.67M -$340K -3,076 -11%
SMC
261
Smith, Moore & Co
Missouri
$2.61M -$5.18M -46,928 -67%
TC
262
TAP Consulting
Missouri
$2.6M -$4.58M -41,443 -64%
PWS
263
Precision Wealth Strategies
Missouri
$2.59M -$424K -3,840 -14%
ACA
264
Aptus Capital Advisors
Alabama
$2.58M +$238K +2,159 +10%
FA
265
Fermata Advisors
California
$2.5M +$367K +3,327 +17%
FA
266
Fountainhead AM
New Jersey
$2.49M +$2.49M +22,565 New
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$2.44M +$2.44M +22,070 New
HWP
268
Heritage Wealth Partners
Ohio
$2.39M +$1.41M +12,772 +145%
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$2.37M +$48.3K +438 +2%
KeyBank National Association
270
KeyBank National Association
Ohio
$2.37M -$88.7K -803 -4%
Brown Advisory
271
Brown Advisory
Maryland
$2.32M +$49.7K +450 +2%
CF
272
Clarity Financial
Texas
$2.31M +$2.31M +20,918 New
CW
273
CreativeOne Wealth
Kansas
$2.27M +$2.27M +20,533 New
TAIM
274
TD Ameritrade Investment Management
Nebraska
$2.22M -$84.4K -764 -4%
VWM
275
Venturi Wealth Management
Texas
$2.22M -$7.51K -68 -0.3%
9 10
11
12 13