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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
HA
476
Hanover Advisors
South Carolina
$579K -$100K -910 -15%
NAG
477
Northstar Advisory Group
New Jersey
$573K +$574K +5,205 New
BJL
478
Brighton Jones LLC
Washington
$572K +$573K +5,199 New
FG
479
Foster Group
Iowa
$572K -$106K -962 -16%
SA
480
Sicart Associates
New York
$567K -$165K -1,500 -23%
FWSM
481
First Wilshire Securities Management
California
$564K +$9.04K +82 +2%
BFG
482
Bleakley Financial Group
New Jersey
$556K -$4.96K -45 -0.9%
GIA
483
Gladstone Institutional Advisory
Florida
$555K +$12.1K +110 +2%
SA
484
Sovran Advisors
California
$553K +$553K +5,015 New
IAN
485
Integrated Advisors Network
Texas
$551K +$1.32K +12 +0.2%
CGPCS
486
Capital Group Private Client Services
California
$551K
JWA
487
JFS Wealth Advisors
Pennsylvania
$547K +$450K +4,085 +463%
AWM
488
Apollon Wealth Management
South Carolina
$534K -$38.4K -348 -7%
VAG
489
VisionPoint Advisory Group
Texas
$517K -$61.3K -556 -11%
EWA
490
Exencial Wealth Advisors
Oklahoma
$513K -$98.5K -893 -16%
WCM
491
Wealthcare Capital Management
Virginia
$512K
PNC Financial Services Group
492
PNC Financial Services Group
Pennsylvania
$510K -$15.8K -143 -3%
NAS
493
NWF Advisory Services
California
$509K +$510K +4,626 New
ACG
494
Allen Capital Group
Nebraska
$506K -$545K -4,943 -52%
LS
495
Leelyn Smith
Illinois
$502K +$46K +417 +10%
RCS
496
Retirement Capital Strategies
California
$500K +$500K +4,537 New
MP
497
McDonald Partners
Ohio
$498K +$499K +4,526 New
TBC
498
Ted Buchan & Co
California
$491K
AP
499
Agilis Partners
Massachusetts
$488K
TAM
500
TCP Asset Management
Ohio
$486K -$8.27K -75 -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.