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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
4WM
326
49 Wealth Management
Texas
$1.62M -$919K -8,332 -36%
CL
327
Choreo LLC
Illinois
$1.6M -$60.8K -551 -4%
KIM
328
Karpus Investment Management
New York
$1.6M -$1.26M -11,450 -44%
EIA
329
Edgemoor Investment Advisors
Maryland
$1.57M -$22.1K -200 -1%
HNB
330
Huntington National Bank
Ohio
$1.56M
WFC
331
Western Financial Corp
California
$1.51M +$120K +1,092 +9%
KPP
332
Kings Path Partners
Texas
$1.49M +$58.9K +534 +4%
LA
333
LM Advisors
California
$1.49M -$10K -91 -0.7%
SWP
334
Stratos Wealth Partners
Ohio
$1.47M +$177K +1,604 +14%
Charles Schwab
335
Charles Schwab
California
$1.47M -$73.7K -668 -5%
CFO
336
Callan Family Office
Pennsylvania
$1.46M +$226K +2,047 +18%
WCM
337
WealthTrak Capital Management
Virginia
$1.45M +$1.45M +13,159 New
FGA
338
Fortis Group Advisors
New Jersey
$1.44M -$623K -5,650 -30%
AWP
339
Astra Wealth Partners
New Jersey
$1.44M +$1.44M +13,049 New
KWA
340
Kingswood Wealth Advisors
California
$1.39M +$1.39M +12,589 New
P
341
&Partners
Tennessee
$1.37M +$560K +5,074 +68%
PFA
342
Pathway Financial Advisors
Vermont
$1.36M +$132K +1,200 +11%
FA
343
Forefront Analytics
Pennsylvania
$1.35M -$326K -2,954 -19%
CA
344
Cannon Advisors
North Carolina
$1.34M -$69.6K -631 -5%
HA
345
HFG Advisors
Ohio
$1.34M +$270K +2,448 +25%
RCAG
346
Rehmann Capital Advisory Group
Michigan
$1.34M +$1.99K +18 +0.1%
SAS
347
Sage Advisory Services
Texas
$1.33M
AAP
348
Arax Advisory Partners
Colorado
$1.32M -$111K -1,007 -8%
PSA
349
Plum Street Advisors
Louisiana
$1.32M +$15.9K +144 +1%
CBT
350
Crews Bank & Trust
Florida
$1.31M +$1.32M +11,941 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.