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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
FMP
401
Financial Management Professionals
Texas
$931K +$309K +2,800 +50%
PAS
402
Park Avenue Securities
New York
$929K -$2.42M -21,973 -72%
PA
403
Probity Advisors
Texas
$889K -$240K -2,178 -21%
WWM
404
WJ Wealth Management
Arizona
$882K +$106K +957 +14%
TWC
405
TD Waterhouse Canada
Ontario, Canada
$879K +$34.6K +314 +4%
AIC
406
Archer Investment Corporation
Indiana
$876K +$85.2K +773 +11%
PPP
407
Private Portfolio Partners
New Jersey
$867K -$15.3K -139 -2%
CWAF
408
Core Wealth Advisors (Florida)
Florida
$867K
FA
409
Fortis Advisors
Pennsylvania
$865K +$12.9K +117 +2%
FWM
410
Fonville Wealth Management
Virginia
$859K +$441K +4,003 +105%
Pathstone Holdings
411
Pathstone Holdings
New Jersey
$852K -$29K -263 -3%
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$849K -$1.06M -9,654 -56%
NC
413
Napatree Capital
Rhode Island
$846K +$24.1K +219 +3%
AA
414
Alesco Advisors
New York
$843K -$160K -1,447 -16%
CP
415
Castleview Partners
Texas
$840K -$43.2K -392 -5%
TIM
416
Tortoise Investment Management
New York
$839K -$799K -7,250 -49%
LIM
417
Leavell Investment Management
Alabama
$839K +$15.9K +144 +2%
SAW
418
Signal Advisors Wealth
Michigan
$836K +$13.8K +125 +2%
KP
419
Keel Point
Alabama
$833K -$46K -417 -5%
CF
420
Centaurus Financial
California
$831K +$112K +1,015 +16%
DWMS
421
Dominguez Wealth Management Solutions
Virginia
$825K -$221 -2 -0%
NWM
422
Napa Wealth Management
California
$812K +$33.3K +302 +4%
FA
423
Flagstar Advisors
New York
$811K +$31.8K +288 +4%
OCM
424
One Capital Management
California
$810K -$259K -2,346 -24%
IPAM
425
Investment Partners Asset Management
New Jersey
$807K -$18.7K -170 -2%

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.