SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

634 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+22
Holders Change %
+3.59%
% of All Funds
10%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
1.56%
New
94
Increased
227
Reduced
250
Closed
68
Calls
–
Puts
$6.93M
Net Calls
-$6.93M
Net Calls Change
-$557K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$96.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.5M
3
Cerity Partners
Cerity Partners
New York
+$67.7M
4
FIA
Foundations Investment Advisors
Arizona
+$50.9M
5
AI
Accredited Investors
Minnesota
+$45.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.23B
2
Charles Schwab
Charles Schwab
California
-$361M
3
Morgan Stanley
Morgan Stanley
New York
-$126M
4
SWG
Summit Wealth Group
Vermont
-$115M
5
SW
SVB Wealth
Massachusetts
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
426
Vestcor Inc
New Brunswick, Canada
$639K -$467K -4,230 -42%
IIM
427
Ironwood Investment Management
Massachusetts
$634K +$634K +5,740 New
CFP
428
Catalyst Financial Partners
Massachusetts
$623K -$298K -2,700 -32%
LB
429
Leo Brokerage
Texas
$623K – – –
CAM
430
Cidel Asset Management
Ontario, Canada
$615K +$615K +5,570 New
WC
431
Waterloo Capital
Texas
$615K -$182K -1,644 -23%
ATPW
432
Ashton Thomas Private Wealth
Arizona
$614K +$60.9K +551 +11%
RI
433
Ridgewood Investments
New Jersey
$609K +$609K +5,511 New
RBC
434
Romano Brothers & Co
Illinois
$604K -$138K -1,250 -19%
PC
435
Pecaut & Co
Iowa
$597K -$14.7K -133 -2%
KP
436
Keel Point
Alabama
$592K – – –
SCM
437
SOL Capital Management
Maryland
$585K +$272K +2,465 +87%
IAG
438
Investment Advisory Group
Massachusetts
$584K – – –
Lazard Asset Management
439
Lazard Asset Management
New York
$580K -$979K – –
KTC
440
Kistler-Tiffany Companies
Pennsylvania
$572K +$572K +5,175 New
TA
441
TruWealth Advisors
Louisiana
$570K +$77K +697 +16%
FMWA
442
Forvis Mazars Wealth Advisors
Missouri
$569K -$457K -4,141 -45%
Vontobel Holding
443
Vontobel Holding
Switzerland
$563K – – –
JBA
444
Johnson Bixby & Associates
Washington
$552K +$5.41K +49 +1%
WIC
445
Woodmont Investment Counsel
Tennessee
$551K – – –
Lido Advisors
446
Lido Advisors
California
$550K +$550K +4,983 New
OFA
447
Oak Family Advisors
Illinois
$542K -$1.24M -11,215 -70%
WBC
448
West Branch Capital
Massachusetts
$540K +$6.19K +56 +1%
AC
449
Apella Capital
Connecticut
$538K +$538K +4,874 New
SIC
450
Salem Investment Counselors
North Carolina
$529K +$31.1K +282 +6%
16 17
18
19 20