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iShares 0-1 Year Treasury Bond ETF
SHV

422 hedge funds and large institutions have $6.18B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% more ownership

Funds ownership: 43.18% → 44.12% (+0.95%)

3% less capital invested

Capital invested by funds: $6.33B → $6.18B (-$159M)

3% less funds holding

Funds holding: 437 → 422 (-15)

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

43% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 181

Holders
422
Holders Change
-15
Holders Change %
-3.43%
% of All Funds
7.39%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.33%
New
40
Increased
104
Reduced
181
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$173M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$140M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$38M
4
AP
Advisors Preferred
Maryland
+$23.1M
5
MAM
Meeder Asset Management
Ohio
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$109M
2
Morgan Stanley
Morgan Stanley
New York
-$66.7M
3
CA
CSM Advisors
Pennsylvania
-$41.4M
4
NRA
NSI Retail Advisors
Pennsylvania
-$41.4M
5
DWA
Divergent Wealth Advisors
Utah
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
351
Front Row Advisors
California
$181K – – –
NSIM
352
North Star Investment Management
Illinois
$173K – – –
AW
353
Avion Wealth
Texas
$157K – – –
ED
354
Exane Derivatives
France
$156K – – –
CFD
355
Creative Financial Designs
Indiana
$155K – – –
Franklin Resources
356
Franklin Resources
California
$137K – – –
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K -$30.5K -276 -19%
WTC
358
WhitTier Trust Company
Nevada
$124K +$124K +1,120 New
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$122K +$331 +3 +0.3%
FCMT
360
Founders Capital Management (Texas)
Texas
$121K – – –
SG Americas Securities
361
SG Americas Securities
New York
$118K – – –
SWM
362
Sugarloaf Wealth Management
Georgia
$116K – – –
FGAM
363
Financial Gravity Asset Management
Texas
$110K – – –
Bessemer Group
364
Bessemer Group
New Jersey
$109K -$109K -987 -50%
FHA
365
First Horizon Advisors
Tennessee
$109K +$43.3K +392 +66%
CCM
366
Covington Capital Management
California
$106K – – –
NFG
367
Next Financial Group
Texas
$105K +$74.4K +673 +239%
TFO
368
Tarbox Family Office
California
$100K – – –
JWA
369
JFS Wealth Advisors
Pennsylvania
$97K +$97.4K +882 New
CA
370
Clearstead Advisors
Ohio
$91K -$8.95K -81 -9%
AF
371
Advisornet Financial
Minnesota
$77K +$58.9K +533 +323%
WT
372
Whittier Trust
California
$72K – – –
IRC
373
Investors Research Corp
Georgia
$66K +$3.42K +31 +5%
DI
374
Disciplined Investments
Oklahoma
$62K – – –
JWM
375
Jackson Wealth Management
Florida
$62K +$3.68M +33,302 +15%
13 14
15
16 17

SHV Hedge Fund Activity: Q3 2021 in Review

422 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2021, worth a combined $6.18B — down 2.5% from $6.33B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of SHV and 40 opened new positions — a net loss of 7 holders — while 181 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $173M. The largest seller was Betterment LLC, cutting an estimated $109M.

  • 422 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2021, down from 437 in Q2 2021.
  • Funds reported $6.18B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 40 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2021 and 47 closed out, a net change of -7 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2021 was BlackRock, an estimated $173M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2021 was Betterment LLC, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2021.