We are live on ! Find out more
SHV icon

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
SIC
526
Salem Investment Counselors
North Carolina
$414K
WWM
527
Western Wealth Management
Colorado
$408K -$185K -1,681 -31%
TFP
528
Tilia Fiduciary Partners
North Carolina
$401K
IP
529
Investment Partners
Ohio
$399K
SFC
530
SYM Financial Corp
Indiana
$398K +$399K +3,619 New
AC
531
Avestar Capital
New York
$397K -$13.3K -121 -3%
CAPTRUST Financial Advisors
532
CAPTRUST Financial Advisors
North Carolina
$397K -$1.25M -11,319 -76%
TAM
533
Tocqueville Asset Management
New York
$396K
PCIA
534
Prime Capital Investment Advisors
Kansas
$396K -$150K -1,359 -27%
MWM
535
Maridea Wealth Management
New York
$395K +$395K +3,586 New
AWA
536
Authentikos Wealth Advisory
California
$390K -$480K -4,350 -55%
RWP
537
Revolve Wealth Partners
New Jersey
$388K +$389K +3,526 New
BMM
538
Buffington Mohr McNeal
Idaho
$388K +$132K +1,200 +52%
CWA
539
Consilium Wealth Advisory
Texas
$386K +$8.49K +77 +2%
FHB
540
First Hawaiian Bank
Hawaii
$385K +$5.96K +54 +2%
ATC
541
Argent Trust Co
Tennessee
$381K
CCC
542
Compass Capital Corp
Massachusetts
$379K +$380K +3,443 New
FCH
543
Freestone Capital Holdings
Washington
$377K +$377K +3,422 New
WGC
544
Watts Gwilliam & Co
Arizona
$375K +$221 +2 +0.1%
IPW
545
Intergy Private Wealth
Colorado
$368K +$2.43K +22 +0.7%
CCA
546
Cobblestone Capital Advisors
New York
$367K +$9.81K +89 +3%
RCG
547
Regatta Capital Group
California
$366K -$3.31K -30 -0.9%
JWM
548
Jessup Wealth Management
Ohio
$364K +$106K +964 +41%
HWM
549
Hemington Wealth Management
Virginia
$362K
PWM
550
Power Wealth Management
Georgia
$361K -$3.31K -30 -0.9%

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.