We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF
SHV

696 hedge funds and large institutions have $9.91B invested in iShares 0-1 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 231 increasing their positions, 280 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

7% more funds holding

Funds holding: 650 → 696 (+46)

0.55% more ownership

Funds ownership: 50.61% → 51.16% (+0.55%)

4% less capital invested

Capital invested by funds: $10.3B → $9.91B (-$377M)

14% less funds holding in top 10

Funds holding in top 10: 96 → 83 (-13)

18% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 280

Holders
696
Holders Change
+46
Holders Change %
+7.08%
% of All Funds
10.15%
Holding in Top 10
83
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.54%
% of All Funds
1.21%
New
120
Increased
231
Reduced
280
Closed
65
Calls
$3.31M
Puts
–
Net Calls
+$3.31M
Net Calls Change
+$3.04M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$527M
2
JP Morgan Chase
JP Morgan Chase
New York
+$164M
3
AFP
Ausdal Financial Partners
Iowa
+$72.2M
4
CG
Cynosure Group
Utah
+$56.1M
5
Wells Fargo
Wells Fargo
California
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$170M
2
BlackRock
BlackRock
New York
-$163M
3
Jane Street
Jane Street
New York
-$143M
4
GA
Gateway Advisory
New Jersey
-$115M
5
SW
SVB Wealth
Massachusetts
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
26
Divergent Wealth Advisors
Utah
$71.5M +$548K +4,974 +0.8%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$68.1M +$7.94M +72,060 +13%
GA
28
Gateway Advisory
New Jersey
$67.4M -$115M -1,042,608 -63%
CG
29
Cynosure Group
Utah
$65.1M +$56.1M +508,923 +610%
FIA
30
Foundations Investment Advisors
Arizona
$64.4M -$12.7M -115,480 -16%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60M -$8.41M -76,263 -12%
Cerity Partners
32
Cerity Partners
New York
$59.6M -$47M -426,089 -44%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$58.8M -$718K -6,509 -1%
Stifel Financial
34
Stifel Financial
Missouri
$57.5M -$1.1M -10,023 -2%
ASN
35
Advisory Services Network
Georgia
$55.8M -$4.74M -42,978 -8%
HAFG
36
Hansen & Associates Financial Group
California
$55M +$55M +499,185 New
FM
37
Family Management
New York
$51.9M -$8.33M -75,529 -14%
TA
38
Townsend & Associates
Colorado
$50.3M +$22.3M +202,134 +80%
RJA
39
Raymond James & Associates
Florida
$49M +$12.6M +114,269 +35%
TLFA
40
True Link Financial Advisors
California
$48.9M +$22M +199,419 +82%
RWM
41
Ritholtz Wealth Management
New York
$47.8M +$6.71M +60,828 +16%
CA
42
Crane Advisory
California
$46.5M -$16.9M -153,249 -27%
PA
43
Parallel Advisors
California
$43.1M +$19M +171,937 +78%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$42.8M +$3.17M +28,740 +8%
AA
45
Acorns Advisers
California
$42.5M +$461K +4,180 +1%
FEG
46
Fund Evaluation Group
Ohio
$40.8M +$593K +5,383 +1%
TC
47
Trust Company
Kansas
$40.5M +$1.65M +14,945 +4%
ACM
48
Allred Capital Management
Texas
$38.9M +$1.12M +10,175 +3%
MML Investors Services
49
MML Investors Services
Massachusetts
$35.8M +$3.44M +31,245 +11%
AP
50
Americana Partners
Texas
$35.7M -$1.57M -14,227 -4%
1
2
3 4 5

SHV Hedge Fund Activity: Q4 2023 in Review

696 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2023, worth a combined $9.91B — down 3.7% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new SHV positions and 65 closed out — a net gain of 55 holders — while 231 added to existing stakes and 280 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $527M. The largest seller was Mariner, cutting an estimated $170M.

  • 696 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2023, up from 650 in Q3 2023.
  • Funds reported $9.91B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 120 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2023 and 65 closed out, a net change of +55 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $527M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2023 was Mariner, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2023.