SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

612 hedge funds and large institutions have $14.2B invested in iShares Short Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 205 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
9.8%
Holding in Top 10
96
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.94%
% of All Funds
1.54%
New
101
Increased
243
Reduced
205
Closed
68
Calls
–
Puts
$6.38M
Net Calls
-$6.38M
Net Calls Change
-$6.38M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.18B
2
GA
Gateway Advisory
New Jersey
+$188M
3
Cerity Partners
Cerity Partners
New York
+$130M
4
EC
Estate Counselors
Wisconsin
+$97M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$80.8M

Top Sellers

1
FCH
Freestone Capital Holdings
Washington
-$348M
2
GC
Grimes & Company
Massachusetts
-$344M
3
BlackRock
BlackRock
New York
-$294M
4
TAM
Tucker Asset Management
Colorado
-$211M
5
UBS Group
UBS Group
Switzerland
-$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
426
Hemington Wealth Management
Virginia
$523K – – –
AAS
427
Ameritas Advisory Services
Nebraska
$522K +$299K +2,712 +134%
M&T Bank
428
M&T Bank
New York
$513K +$113K +1,026 +28%
WCM
429
Wealthcare Capital Management
Virginia
$513K – – –
AA
430
Advisory Alpha
Michigan
$507K +$275K +2,487 +118%
PWM
431
Perigon Wealth Management
California
$502K +$179K +1,619 +55%
BFA
432
Bragg Financial Advisors
North Carolina
$501K +$501K +4,535 New
CC
433
Chanos & Company
New York
$501K +$501K +4,535 New
JEST
434
JTC Employer Solutions Trustee
Jersey
$500K +$500K +4,524 New
SIC
435
Salem Investment Counselors
North Carolina
$498K – – –
TI
436
Tidal Investments
Wisconsin
$497K +$497K +4,500 New
TFA
437
Teamwork Financial Advisors
Texas
$497K +$1.55K +14 +0.3%
BEAM
438
Baker Ellis Asset Management
Washington
$496K – – –
LTL
439
Lowery Thomas LLC
California
$494K -$149K -1,345 -23%
TA
440
TruWealth Advisors
Louisiana
$493K +$493K +4,463 New
WFS
441
Walker Financial Services
Kentucky
$483K – – –
CCFM
442
Clear Creek Financial Management
Washington
$471K -$30.4K -275 -6%
PTC
443
Private Trust Company
Ohio
$470K +$303K +2,745 +182%
VAFP
444
Vahanian & Associates Financial Planning
New York
$469K -$20.8K -188 -4%
RA
445
RFG Advisory
Alabama
$464K -$40.9K -370 -8%
WP
446
WealthSpring Partners
California
$460K +$884 +8 +0.2%
CM
447
Columbus Macro
Pennsylvania
$449K – – –
DWMS
448
Dominguez Wealth Management Solutions
Virginia
$448K +$19.6K +177 +5%
SC
449
Sinecera Capital
Texas
$442K -$27.8K -252 -6%
TFCP
450
Twin Focus Capital Partners
Massachusetts
$435K +$435K +3,938 New
16 17
18
19 20