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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
DWG
351
Darden Wealth Group
Michigan
$1.26M -$15.3K -139 -1%
CCP
352
Cunning Capital Partners
North Carolina
$1.24M +$254K +2,300 +26%
WIA
353
World Investment Advisors
California
$1.22M +$38.9K +353 +3%
FLPIM
354
F.L. Putnam Investment Management
Massachusetts
$1.22M
APWM
355
Argonautica Private Wealth Management
Massachusetts
$1.22M -$22.3K -202 -2%
DWM
356
Destination Wealth Management
California
$1.21M +$36.3K +329 +3%
CIA
357
Concurrent Investment Advisors
Florida
$1.21M +$85.4K +774 +8%
KWM
358
Keebeck Wealth Management
Illinois
$1.21M -$942K -8,538 -44%
SG
359
StoneX Group
New York
$1.2M +$882K +7,997 +279%
LIS
360
Legacy Investment Solutions
Idaho
$1.19M -$875K -7,938 -42%
LWMI
361
Legacy Wealth Management (Idaho)
Idaho
$1.19M -$875K -7,938 -42%
BCM
362
Brookstone Capital Management
Illinois
$1.19M -$998K -9,048 -46%
FMWA
363
Forvis Mazars Wealth Advisors
Missouri
$1.19M +$562K +5,095 +90%
NWMP
364
Noble Wealth Management PBC
Colorado
$1.19M +$1.19M +10,763 New
RIA
365
Regal Investment Advisors
Michigan
$1.18M -$46.9K -425 -4%
EF
366
Empirical Finance
Pennsylvania
$1.15M +$1.15M +10,465 New
TPBG
367
Turning Point Benefit Group
Maryland
$1.15M +$1.15M +10,426 New
EC
368
Estate Counselors
Wisconsin
$1.15M
GG
369
GenWealth Group
New Jersey
$1.15M +$52.6K +477 +5%
TNBTD
370
Trustmark National Bank Trust Department
Mississippi
$1.12M -$202K -1,829 -15%
AGA
371
Arkos Global Advisors
Texas
$1.11M -$379K -3,436 -25%
RAG
372
RIA Advisory Group
Iowa
$1.11M -$300K -2,725 -21%
PPH
373
Pure Portfolios Holdings
Oregon
$1.11M +$17.5K +159 +2%
Tudor Investment Corp
374
Tudor Investment Corp
Connecticut
$1.08M +$1.09M +9,840 New
PCMC
375
Private Capital Management (Colorado)
Colorado
$1.08M +$99.2K +900 +10%

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.