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
LC
551
LTG Capital
Massachusetts
$359K
MAM
552
Madison Asset Management
Wisconsin
$358K -$2.98K -27 -0.8%
MIA
553
Madison Investment Advisors
Wisconsin
$358K +$359K +3,252 New
Lido Advisors
554
Lido Advisors
California
$354K -$15K -136 -4%
QFA
555
Quattro Financial Advisors
Texas
$353K -$4.18M -37,927 -92%
SLG
556
Stanley-Laman Group
Pennsylvania
$349K +$73.8K +669 +27%
SI
557
Stephens Inc
Arkansas
$348K +$4.96K +45 +1%
Neuberger Berman Group
558
Neuberger Berman Group
New York
$346K +$346K +3,138 New
S
559
SignatureFD
Georgia
$336K +$9.93K +90 +3%
NSIM
560
North Star Investment Management
Illinois
$328K +$218K +1,980 +198%
LFAS
561
Level Four Advisory Services
Texas
$328K -$18.3K -166 -5%
WFMPM
562
Woodley Farra Manion Portfolio Management
Indiana
$326K +$327K +2,962 New
FAG
563
Financial Architects (Georgia)
Georgia
$325K
GAM
564
Gotham Asset Management
New York
$320K
CPCM
565
Cardinal Point Capital Management
Ontario, Canada
$319K -$200K -1,810 -38%
RWB
566
RMR Wealth Builders
New Jersey
$316K -$101K -919 -24%
TCM
567
Triumph Capital Management
Colorado
$314K -$82.8K -751 -21%
PA
568
PFG Advisors
Arizona
$313K -$48.1K -436 -13%
DAS
569
Diversify Advisory Services
Utah
$311K -$304K -2,754 -49%
WDC
570
Woodward Diversified Capital
California
$311K -$306K -2,772 -50%
A
571
Allianz
Germany
$309K
CIAS
572
Capital Investment Advisory Services
North Carolina
$308K
NFG
573
Nations Financial Group
Iowa
$307K +$307K +2,788 New
LTL
574
Lowery Thomas LLC
California
$306K +$306K +2,779 New
AI
575
Accredited Investors
Minnesota
$305K -$772 -7 -0.3%

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.