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iShares 0-1 Year Treasury Bond ETF
SHV

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: 675 → 723 (+48)

5% more funds holding in top 10

Funds holding in top 10: 65 → 68 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$533M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$347M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$145M
4
Jane Street
Jane Street
New York
+$40.4M
5
E3F
Eight 31 Financial
Texas
+$39.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$803M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$164M
3
Morgan Stanley
Morgan Stanley
New York
-$121M
4
AFP
Ausdal Financial Partners
Iowa
-$64M
5
UBS Group
UBS Group
Switzerland
-$62.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAFG
26
Hansen & Associates Financial Group
California
$72.3M -$2.41M -21,857 -3%
Stifel Financial
27
Stifel Financial
Missouri
$62.8M -$3.16M -28,688 -5%
CG
28
Cynosure Group
Utah
$61.6M -$100K -907 -0.2%
TLFA
29
True Link Financial Advisors
California
$60.7M +$3.62M +32,862 +6%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.4M +$1.79M +16,240 +3%
TA
31
Townsend & Associates
Colorado
$56.7M +$1.31M +11,836 +2%
GAG
32
GM Advisory Group
New York
$54.1M +$6.04M +54,799 +13%
Jane Street
33
Jane Street
New York
$53.3M +$40.4M +366,210 +310%
Cerity Partners
34
Cerity Partners
New York
$52.9M +$598K +5,423 +1%
AA
35
Acorns Advisers
California
$46.4M +$570K +5,169 +1%
FIA
36
Foundations Investment Advisors
Arizona
$45.8M -$5.35M -48,480 -10%
Millennium Management
37
Millennium Management
New York
$43.5M +$4.32M +39,141 +11%
TC
38
TownSquare Capital
Utah
$42M -$908K -8,230 -2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$40.9M +$518K +4,696 +1%
LSIA
40
LaSalle St. Investment Advisors
Illinois
$40.7M -$782K -7,090 -2%
Bank of Nova Scotia
41
Bank of Nova Scotia
Ontario, Canada
$40.6M -$164M -1,489,985 -80%
TC
42
Trust Company
Kansas
$40.5M +$279K +2,533 +0.7%
FM
43
Family Management
New York
$40.4M -$1.78M -16,133 -4%
E3F
44
Eight 31 Financial
Texas
$39.2M +$39.2M +355,909 New
MML Investors Services
45
MML Investors Services
Massachusetts
$37M -$4.35M -39,456 -10%
ASN
46
Advisory Services Network
Georgia
$36.9M -$7.56M -68,563 -17%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$36.5M +$286K +2,598 +0.8%
ONB
48
Old National Bancorp
Indiana
$35.8M -$6.78M -61,460 -16%
GC
49
Guidance Capital
Kentucky
$34.3M +$21.3M +193,291 +165%
GRP
50
Global Retirement Partners
California
$34.2M -$1.35M -12,212 -4%
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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.