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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
ODCM
426
Old Dominion Capital Management
Virginia
– -$17.7M -160,282 Closed
IUHSA
427
Itau Unibanco Holding S.A.
Brazil
– -$12.3M -111,236 Closed
ARC
428
Advisor Resource Council
Texas
– -$4.11M -37,223 Closed
Deutsche Bank
429
Deutsche Bank
Germany
– -$3.98M -36,023 Closed
Millennium Management
430
Millennium Management
New York
– -$2M -18,133 Closed
APCM
431
Alaska Permanent Capital Management
Alaska
– -$1.75M -15,880 Closed
BCM
432
Bourgeon Capital Management
Connecticut
– -$1.36M -12,296 Closed
HCM
433
HMS Capital Management
Tennessee
– -$1.34M -12,108 Closed
TRCT
434
Tower Research Capital (TRC)
New York
– -$1.28M -11,580 Closed
JIP
435
Jaffetilchin Investment Partners
Florida
– -$1.01M -9,102 Closed
FWSM
436
First Wilshire Securities Management
California
– -$884K -8,000 Closed
VCM
437
Virtue Capital Management
Tennessee
– -$848K -7,679 Closed
GCA
438
Gradient Capital Advisors
California
– -$798K -7,221 Closed
Lido Advisors
439
Lido Advisors
California
– -$703K -6,360 Closed
FTA
440
Financial & Tax Architects
Missouri
– -$646K -5,843 Closed
FA
441
Fagan Associates
New York
– -$530K -4,800 Closed
WI
442
WBI Investments
New Jersey
– -$503K -4,553 Closed
TFS
443
TrustCore Financial Services
Tennessee
– -$444K -4,022 Closed
MIC
444
Means Investment Company
Maine
– -$442K -3,998 Closed
NAG
445
Northstar Advisory Group
New Jersey
– -$356K -3,225 Closed
BJL
446
Brighton Jones LLC
Washington
– -$350K -3,169 Closed
DAS
447
Dynamic Advisor Solutions
Arizona
– -$332K -3,001 Closed
OCM
448
Orser Capital Management
Texas
– -$331K -3,000 Closed
KNW
449
Kesler Norman & Wride
Utah
– -$319K -2,886 Closed
RW
450
Rede Wealth
Virginia
– -$280K -2,536 Closed
15 16 17
18
19

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.