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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
SOWAS
501
Silver Oak Wealth Advisors Services
California
$484K +$485K +4,398 New
FFG
502
Fiduciary Financial Group
California
$483K +$2.43K +22 +0.5%
CRWM
503
Castle Rock Wealth Management
California
$475K +$5.29K +48 +1%
MYIA
504
Mount Yale Investment Advisors
Colorado
$471K +$261K +2,368 +124%
FAG
505
Fortitude Advisory Group
Washington
$470K -$4.3K -39 -0.9%
CM
506
Columbus Macro
Pennsylvania
$468K
KPWS
507
Kestra Private Wealth Services
Texas
$468K +$36.3K +329 +8%
AIM
508
Advyzon Investment Management
Illinois
$467K +$468K +4,244 New
VA
509
Valmark Advisers
Ohio
$467K +$7.5K +68 +2%
FAM
510
Formidable Asset Management
Ohio
$464K +$464K +4,210 New
Kovitz Investment Group Partners
511
Kovitz Investment Group Partners
Illinois
$463K +$1.88K +17 +0.4%
RP
512
Raelipskie Partnership
Ontario, Canada
$462K
PIMG
513
Patriot Investment Management Group
Tennessee
$451K -$16.2K -147 -3%
PTC
514
Private Trust Company
Ohio
$448K -$827K -7,500 -65%
CWA
515
Centennial Wealth Advisory
Michigan
$444K -$92.9K -842 -17%
EWA
516
EP Wealth Advisors
California
$443K -$543K -4,923 -55%
SMC
517
Smith, Moore & Co
Missouri
$441K +$59.2K +537 +15%
Vontobel Holding
518
Vontobel Holding
Switzerland
$440K -$76.1K -690 -15%
DT
519
Diversified Trust
Tennessee
$440K -$2.76K -25 -0.6%
PWS
520
Physician Wealth Solutions
Nevada
$429K +$27.3K +248 +7%
VPA
521
Vernal Point Advisors
California
$426K
TCM
522
TT Capital Management
California
$424K +$424K +3,847 New
RBC
523
Romano Brothers & Co
Illinois
$422K -$24.3K -220 -5%
EGM
524
Engineers Gate Manager
New York
$416K +$416K +3,776 New
MWM
525
Mission Wealth Management
California
$415K -$57K -517 -12%

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.