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iShares 0-1 Year Treasury Bond ETF
SHV

675 hedge funds and large institutions have $9.51B invested in iShares 0-1 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 67

4% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 249

2% more capital invested

Capital invested by funds: $9.34B → $9.51B (+$171M)

0% more funds holding

Funds holding: 674 → 675 (+1)

4% less funds holding in top 10

Funds holding in top 10: 68 → 65 (-3)

6.38% less ownership

Funds ownership: 55.33% → 48.95% (-6.4%)

Holders
675
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.69%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.93%
New
75
Increased
259
Reduced
249
Closed
67
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
+$420K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$191M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
3
Morgan Stanley
Morgan Stanley
New York
+$115M
4
BlackRock
BlackRock
New York
+$72M
5
BWM
Bulltick Wealth Management
Florida
+$57.9M

Top Sellers

Rank Fund Capital Flow
1
HAFG
Hansen & Associates Financial Group
California
-$1.23B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$103M
3
Wells Fargo
Wells Fargo
California
-$42.1M
4
SG Americas Securities
SG Americas Securities
New York
-$39.4M
5
Ameriprise
Ameriprise
Minnesota
-$37.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
326
Western Financial Corp
California
$1.4M +$30.3K +275 +2%
EH
327
Equitable Holdings
New York
$1.37M +$3.86K +35 +0.3%
FFA
328
Farther Finance Advisors
California
$1.37M +$333K +3,016 +32%
ACM
329
Avalon Capital Management
California
$1.35M +$1.35M +12,194 New
FHC
330
First Heartland Consultants
Missouri
$1.35M +$1.34M +12,175 New
RCAG
331
Rehmann Capital Advisory Group
Michigan
$1.34M +$116K +1,055 +10%
SAS
332
Sage Advisory Services
Texas
$1.33M – – –
TNBTD
333
Trustmark National Bank Trust Department
Mississippi
$1.33M +$417K +3,775 +46%
PSA
334
Plum Street Advisors
Louisiana
$1.31M – – –
SWP
335
Stratos Wealth Partners
Ohio
$1.3M +$470K +4,257 +57%
RFN
336
RDA Financial Network
Iowa
$1.3M -$215K -1,950 -14%
DWG
337
Darden Wealth Group
Michigan
$1.28M -$2.32K -21 -0.2%
PTC
338
Private Trust Company
Ohio
$1.28M – – –
ATPW
339
Ashton Thomas Private Wealth
Arizona
$1.27M +$77.7K +704 +7%
1IA
340
1834 Investment Advisors
Wisconsin
$1.26M -$1.16M -10,503 -48%
APWM
341
Argonautica Private Wealth Management
Massachusetts
$1.24M +$23.1K +209 +2%
CFO
342
Callan Family Office
Pennsylvania
$1.24M +$3.86K +35 +0.3%
PFA
343
Pathway Financial Advisors
Vermont
$1.23M – – –
RIA
344
Regal Investment Advisors
Michigan
$1.23M +$589K +5,334 +92%
FLPIM
345
F.L. Putnam Investment Management
Massachusetts
$1.22M -$1.19M -10,808 -49%
IA
346
IFG Advisory
Georgia
$1.2M +$231K +2,093 +24%
WIA
347
World Investment Advisors
California
$1.19M +$53.2K +482 +5%
DWM
348
Destination Wealth Management
California
$1.18M +$11K +100 +0.9%
TCG
349
Transcendent Capital Group
Oklahoma
$1.17M – – –
Bank of New York Mellon
350
Bank of New York Mellon
New York
$1.17M -$265K -2,402 -19%
12 13
14
15 16

SHV Hedge Fund Activity: Q3 2024 in Review

675 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2024, worth a combined $9.51B — up 1.8% from $9.34B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SHV positions and 67 closed out — a net gain of 8 holders — while 259 added to existing stakes and 249 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Hansen & Associates Financial Group, cutting an estimated $1.23B.

  • 675 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2024, up from 674 in Q2 2024.
  • Funds reported $9.51B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 75 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2024 and 67 closed out, a net change of +8 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $191M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2024 was Hansen & Associates Financial Group, an estimated $1.23B sold.

Based on aggregated 13F filings for Q3 2024.