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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
SFA
251
Sequoia Financial Advisors
Ohio
$2.9M -$1.18M -10,724 -29%
PWA
252
Principia Wealth Advisory
Texas
$2.9M +$2.91M +26,344 New
GVAG
253
Great Valley Advisor Group
Delaware
$2.86M +$412K +3,738 +17%
GLA
254
Good Life Advisors
Pennsylvania
$2.83M -$3.03M -27,433 -52%
MPPLM
255
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.8M +$242K +2,197 +9%
CFO
256
CVA Family Office
Colorado
$2.78M +$398K +3,612 +17%
AF
257
Allworth Financial
California
$2.73M -$163K -1,479 -6%
MSA
258
Marino Stram & Associates
Massachusetts
$2.71M +$1.08M +9,756 +66%
PS
259
Principal Securities
Iowa
$2.7M +$239K +2,165 +10%
CAS
260
Coppell Advisory Solutions
Texas
$2.68M -$195K -1,768 -7%
AWM
261
Axxcess Wealth Management
California
$2.66M +$8.6K +78 +0.3%
FPAS
262
Focus Partners Advisor Solutions
Missouri
$2.6M +$2.25M +20,378 +635%
EFG
263
Ethos Financial Group
Pennsylvania
$2.57M -$7.69M -69,735 -75%
AIM
264
Astor Investment Management
Illinois
$2.57M -$2.18M -19,766 -46%
FA
265
Fermata Advisors
California
$2.57M +$954K +8,651 +59%
WA
266
Wealth Alliance
New York
$2.52M -$612K -5,550 -20%
SLWA
267
San Luis Wealth Advisors
California
$2.5M -$469K -4,251 -16%
CWP
268
Core Wealth Partners
California
$2.5M +$34.5K +313 +1%
SFP
269
Shepherd Financial Partners
Massachusetts
$2.49M -$436K -3,955 -15%
CF
270
Clarity Financial
Texas
$2.49M -$39.6K -359 -2%
BF
271
Baring Financial
Washington
$2.49M +$2.49M +22,604 New
SCA
272
Snowden Capital Advisors
New York
$2.44M +$1.94M +17,583 +383%
BWM
273
Birchcreek Wealth Management
Ohio
$2.43M -$2.38M -21,621 -49%
AWM
274
Apex Wealth Management
New Hampshire
$2.42M +$2.42M +21,984 New
LAS
275
Legacy Advisory Services
Pennsylvania
$2.4M +$2.4M +21,761 New

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.