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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
FHB
326
First Hawaiian Bank
Hawaii
$347K – – –
DIM
327
Delta Investment Management
California
$346K – – –
CRWM
328
Castle Rock Wealth Management
California
$341K – – –
PFG
329
PAX Financial Group
Texas
$340K +$340K +3,075 New
DFA
330
DHK Financial Advisors
New Hampshire
$338K +$338K +3,060 New
HKIMG
331
Hutchens & Kramer Investment Management Group
Indiana
$333K +$334K +3,020 New
FPS
332
Fieldpoint Private Securities
Connecticut
$328K -$16.6K -150 -5%
AWM
333
Alterna Wealth Management
Texas
$325K +$325K +2,945 New
MAWAG
334
Mid-American Wealth Advisory Group
Missouri
$318K +$318K +2,877 New
IUHSA
335
Itau Unibanco Holding S.A.
Brazil
$313K +$313K +2,836 New
FNB
336
Farmers National Bank
Kentucky
$310K +$310K +2,804 New
CWM
337
Chicago Wealth Management
Illinois
$305K -$11.5M -104,303 -97%
GWM
338
Geneos Wealth Management
Colorado
$303K -$14.7K -133 -5%
QPWM
339
Quadrant Private Wealth Management
Pennsylvania
$301K – – –
CRG
340
Cornerstone Retirement Group
Nevada
$301K -$272M -2,458,499 -100%
AWE
341
Avidian Wealth Enterprises
Texas
$298K -$25.2K -228 -8%
LWM
342
Laidlaw Wealth Management
New York
$295K +$295K +2,669 New
BCI
343
Brinker Capital Investments
Pennsylvania
$294K – – –
BPA
344
Beacon Pointe Advisors
California
$290K +$88.4K +800 +44%
II
345
Inspire Investing
Idaho
$289K +$289K +2,614 New
AIM
346
Anchor Investment Management
South Carolina
$287K – – –
BEAM
347
Baker Ellis Asset Management
Washington
$286K -$154K -1,390 -35%
B
348
Bellecapital
Switzerland
$284K – – –
S
349
SignatureFD
Georgia
$284K +$2.76K +25 +1%
GIA
350
Gladstone Institutional Advisory
Florida
$283K +$47.4K +429 +20%
12 13
14
15 16

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.