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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
SC
426
Savant Capital
Illinois
$802K +$524K +4,756 +188%
JCM
427
Jacobi Capital Management
Pennsylvania
$800K -$49.5K -449 -6%
IWP
428
Innova Wealth Partners
Pennsylvania
$786K +$787K +7,137 New
RBC
429
Roble Belko & Company
Pennsylvania
$780K +$110 +1 +0%
CBT
430
Central Bank & Trust
Kentucky
$775K +$51.1K +463 +7%
SOS
431
Silver Oak Securities
Tennessee
$773K +$213K +1,931 +38%
TWP
432
Tempus Wealth Planning
California
$773K +$224K +2,033 +41%
MWM
433
Maripau Wealth Management
Indiana
$772K +$773K +7,008 New
HH
434
Hilltop Holdings
Texas
$769K +$419K +3,798 +119%
BOSSRA
435
B.O.S.S. Retirement Advisors
Utah
$768K +$769K +6,976 New
OP
436
ORG Partners
Indiana
$750K -$1.31M -11,859 -64%
SCA
437
Sandy Cove Advisors
Massachusetts
$744K -$8.16K -74 -1%
FAM
438
Forte Asset Management
New York
$743K
SFG
439
Sovereign Financial Group
Connecticut
$743K +$175K +1,590 +31%
AWM
440
Aries Wealth Management
Maine
$733K +$232K +2,104 +46%
GFP
441
Gryphon Financial Partners
Ohio
$733K -$6.07K -55 -0.8%
SPC
442
Sigma Planning Corp
Michigan
$731K -$14.3K -130 -2%
AAG
443
Armstrong Advisory Group
Massachusetts
$728K +$729K +6,611 New
TC
444
Trilogy Capital
California
$716K +$19.8K +180 +3%
AP
445
Advisors Preferred
Maryland
$707K +$708K +6,423 New
AC
446
Annandale Capital
Texas
$699K -$9.26K -84 -1%
CIG
447
Cairn Investment Group
Washington
$694K
MBT
448
Montecito Bank & Trust
California
$684K
CIBC World Market
449
CIBC World Market
Ontario, Canada
$683K -$934K -8,468 -58%
CIA
450
Compass Ion Advisors
Pennsylvania
$676K -$10.5K -95 -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.