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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
IAA
276
Independent Advisor Alliance
North Carolina
$2.34M +$2.34M +21,256 New
SAM
277
Strategy Asset Managers
California
$2.34M +$428K +3,884 +22%
ATPW
278
Ashton Thomas Private Wealth
Arizona
$2.33M +$1.06M +9,624 +84%
ERIC
279
Eagle Rock Investment Company
Georgia
$2.31M -$310K -2,815 -12%
FCA
280
FLC Capital Advisors
California
$2.28M -$158K -1,430 -6%
AWM
281
Atticus Wealth Management
Florida
$2.28M -$156K -1,418 -6%
OAS
282
Optivise Advisory Services
Tennessee
$2.26M
Brown Advisory
283
Brown Advisory
Maryland
$2.25M +$17.4K +158 +0.8%
Envestnet Portfolio Solutions
284
Envestnet Portfolio Solutions
Illinois
$2.23M +$809K +7,333 +57%
Jones Financial Companies
285
Jones Financial Companies
Missouri
$2.21M +$680K +6,164 +44%
VWM
286
Venturi Wealth Management
Texas
$2.2M
MMA
287
Miracle Mile Advisors
California
$2.16M -$93.6K -849 -4%
GS
288
GWN Securities
Florida
$2.15M +$2.16M +19,570 New
TCG
289
Transcendent Capital Group
Oklahoma
$2.15M +$982K +8,904 +84%
BW
290
Bison Wealth
Georgia
$2.14M -$636K -5,767 -23%
AL
291
Aspiriant LLC
California
$2.12M
APG
292
Abacus Planning Group
South Carolina
$2.12M +$2.65K +24 +0.1%
VCM
293
Virtue Capital Management
Tennessee
$2.12M -$17.8M -161,367 -89%
AA
294
Argent Advisors
Louisiana
$2.1M +$1.03M +9,342 +96%
MIA
295
MMBG Investment Advisors
Florida
$2.07M -$1.54M -13,995 -43%
UCFA
296
United Capital Financial Advisors
Texas
$2.06M +$1.99K +18 +0.1%
AFG
297
Atomi Financial Group
New York
$2.05M -$397K -3,604 -16%
EFG
298
Ehrlich Financial Group
California
$2.04M -$138K -1,251 -6%
EGA
299
Eagle Global Advisors
Texas
$2.02M -$893K -8,100 -31%
IWA
300
Inspirion Wealth Advisors
Illinois
$2M

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.