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iShares 0-1 Year Treasury Bond ETF
SHV

675 hedge funds and large institutions have $9.51B invested in iShares 0-1 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 67

4% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 249

2% more capital invested

Capital invested by funds: $9.34B → $9.51B (+$171M)

0% more funds holding

Funds holding: 674 → 675 (+1)

4% less funds holding in top 10

Funds holding in top 10: 68 → 65 (-3)

6.38% less ownership

Funds ownership: 55.33% → 48.95% (-6.4%)

Holders
675
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.69%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.93%
New
75
Increased
259
Reduced
249
Closed
67
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
+$420K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$191M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
3
Morgan Stanley
Morgan Stanley
New York
+$115M
4
BlackRock
BlackRock
New York
+$72M
5
BWM
Bulltick Wealth Management
Florida
+$57.9M

Top Sellers

1
HAFG
Hansen & Associates Financial Group
California
-$1.23B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$103M
3
Wells Fargo
Wells Fargo
California
-$42.1M
4
SG Americas Securities
SG Americas Securities
New York
-$39.4M
5
Ameriprise
Ameriprise
Minnesota
-$37.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAFG
26
Hansen & Associates Financial Group
California
$74.9M -$1.23B -11,145,448 -94%
BWM
27
Bulltick Wealth Management
Florida
$71.7M +$57.9M +524,417 +423%
Stifel Financial
28
Stifel Financial
Missouri
$66.3M +$3.29M +29,814 +5%
CG
29
Cynosure Group
Utah
$62M +$1.89M +17,145 +3%
GA
30
Gateway Advisory
New Jersey
$60.5M +$7.36M +66,717 +14%
TLFA
31
True Link Financial Advisors
California
$57.4M -$5.28M -47,829 -8%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.8M -$27.9M -253,262 -33%
TA
33
Townsend & Associates
Colorado
$55.4M +$2.31M +20,925 +4%
Cerity Partners
34
Cerity Partners
New York
$52.6M -$379K -3,433 -0.7%
AllianceBernstein
35
AllianceBernstein
Tennessee
$52.5M -$103M -934,852 -66%
FIA
36
Foundations Investment Advisors
Arizona
$51.3M -$3.02M -27,368 -6%
GAG
37
GM Advisory Group
New York
$48.3M +$2.02M +18,309 +4%
AA
38
Acorns Advisers
California
$46M +$1.73M +15,669 +4%
ASN
39
Advisory Services Network
Georgia
$44.6M – – –
TC
40
TownSquare Capital
Utah
$43.1M +$9.28M +84,075 +27%
FM
41
Family Management
New York
$42.8M -$1.47M -13,335 -3%
ONB
42
Old National Bancorp
Indiana
$42.8M -$2.05M -18,547 -5%
LSIA
43
LaSalle St. Investment Advisors
Illinois
$41.7M +$840K +7,616 +2%
MML Investors Services
44
MML Investors Services
Massachusetts
$41.6M -$4.41M -40,003 -10%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$40.5M +$330K +2,992 +0.8%
TC
46
Trust Company
Kansas
$40.4M -$439K -3,977 -1%
Osaic Holdings
47
Osaic Holdings
Arizona
$39.9M -$7.51M -68,073 -16%
Millennium Management
48
Millennium Management
New York
$39.4M +$6.68M +60,497 +20%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$36.3M +$1.63M +14,728 +5%
GRP
50
Global Retirement Partners
California
$35.7M +$1.77M +16,078 +5%
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SHV Hedge Fund Activity: Q3 2024 in Review

675 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2024, worth a combined $9.51B — up 1.8% from $9.34B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SHV positions and 67 closed out — a net gain of 8 holders — while 259 added to existing stakes and 249 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Hansen & Associates Financial Group, cutting an estimated $1.23B.

  • 675 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2024, up from 674 in Q2 2024.
  • Funds reported $9.51B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 75 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2024 and 67 closed out, a net change of +8 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $191M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2024 was Hansen & Associates Financial Group, an estimated $1.23B sold.

Based on aggregated 13F filings for Q3 2024.