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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
WCP
301
Wick Capital Partners
Pennsylvania
$1.99M +$455K +4,130 +30%
MWS
302
MFA Wealth Services
California
$1.95M +$1.95M +17,723 New
AWAG
303
ARS Wealth Advisors Group
Florida
$1.93M -$24.3K -220 -1%
AA
304
Advisory Alpha
Michigan
$1.9M -$882 -8 -0%
FFG
305
Foundry Financial Group
New Hampshire
$1.89M +$434K +3,933 +30%
JWCA
306
J.W. Cole Advisors
Florida
$1.88M -$3.34M -30,319 -64%
LA
307
Latitude Advisors
Florida
$1.87M +$1.88M +17,023 New
AG
308
Ascent Group
Virginia
$1.87M +$222K +2,015 +13%
IAS
309
IMA Advisory Services
Colorado
$1.85M +$1.85M +16,819 New
Baird Financial Group
310
Baird Financial Group
Wisconsin
$1.83M -$376K -3,410 -17%
PWM
311
Perigon Wealth Management
California
$1.83M -$585K -5,302 -24%
Corient Private Wealth
312
Corient Private Wealth
Florida
$1.79M -$14.4M -130,237 -50%
AAS
313
Ameritas Advisory Services
Nebraska
$1.79M -$348K -3,156 -16%
LCC
314
Lincoln Capital Corp
Rhode Island
$1.75M +$30.8K +279 +2%
SWA
315
Stratos Wealth Advisors
Ohio
$1.75M -$1.6M -14,465 -48%
GA
316
Greenspring Advisors
Maryland
$1.74M +$40.6K +368 +2%
WCWM
317
Wooster Corthell Wealth Management
Connecticut
$1.74M +$48.1K +436 +3%
JWCA
318
J.W. Coons Advisors
Ohio
$1.73M +$229K +2,080 +15%
BPC
319
Bearing Point Capital
Minnesota
$1.73M +$1.73M +15,725 New
RIA
320
Realta Investment Advisors
Delaware
$1.71M +$218K +1,981 +15%
Principal Financial Group
321
Principal Financial Group
Iowa
$1.65M +$620K +5,625 +60%
IIA
322
IPG Investment Advisors
California
$1.64M -$39.1K -355 -2%
BB
323
Berkshire Bank
Massachusetts
$1.63M +$1.23M +11,167 +307%
IPW
324
Impact Partnership Wealth
Georgia
$1.63M -$93.5K -848 -5%
IMA
325
Investment Management Associates
Colorado
$1.63M -$706K -6,399 -30%

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.