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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
RFP
376
Root Financial Partners
California
$1.08M +$346K +3,141 +47%
FF
377
Finley Financial
Nevada
$1.07M +$1.07M +9,729 New
LFS
378
Leibman Financial Services
Nebraska
$1.06M -$79.3K -719 -7%
PFS
379
Prospera Financial Services
Texas
$1.06M -$1.36M -12,297 -56%
WT
380
Whittier Trust
California
$1.05M
HWP
381
Heritage Wealth Partners
Ohio
$1.04M -$29.6K -268 -3%
GT
382
Greenleaf Trust
Michigan
$1.04M -$110K -1,000 -10%
IFS
383
Ifrah Financial Services
Arkansas
$1.04M +$26.7K +242 +3%
BEAM
384
Baker Ellis Asset Management
Washington
$1.04M -$27.6K -250 -3%
GVCM
385
Global View Capital Management
Wisconsin
$1.03M +$1.03M +9,329 New
MHR
386
Matthew Hamilton Rosenberg
$1.02M
1IA
387
1834 Investment Advisors
Wisconsin
$1.01M -$244K -2,216 -19%
CMP
388
Courage Miller Partners
Virginia
$972K +$1.76K +16 +0.2%
AP
389
Atwood & Palmer
Missouri
$971K
FWM
390
Forza Wealth Management
Florida
$969K
SL
391
Salomon & Ludwin
Virginia
$969K +$1.43K +13 +0.1%
CAAS
392
Capital Asset Advisory Services
Michigan
$969K +$172K +1,558 +22%
CAM
393
Cidel Asset Management
Ontario, Canada
$968K
William Blair & Company
394
William Blair & Company
Illinois
$964K -$40.4K -366 -4%
WAM
395
Warberg Asset Management
Illinois
$958K +$959K +8,696 New
BFO
396
Boston Family Office
Massachusetts
$955K +$465K +4,219 +95%
BHPW
397
Beverly Hills Private Wealth
California
$947K +$14.8K +134 +2%
IA
398
IFG Advisory
Georgia
$945K -$251K -2,278 -21%
KW
399
KWB Wealth
California
$944K +$12.1K +110 +1%
TA
400
TruWealth Advisors
Louisiana
$931K -$496K -4,494 -35%

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.