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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
SMAM
576
Sugar Maple Asset Management
Wisconsin
$302K -$4.63K -42 -2%
VFA
577
Voya Financial Advisors
Connecticut
$301K -$346K -3,135 -53%
BWM
578
Baron Wealth Management
Michigan
$300K -$135K -1,225 -31%
TWM
579
TCFG Wealth Management
California
$297K
EWM
580
Edge Wealth Management
New York
$297K -$869K -7,880 -75%
AWM
581
Aprio Wealth Management
Georgia
$296K +$4.74K +43 +2%
SB
582
Strategic Blueprint
Georgia
$291K -$3.64K -33 -1%
AIFS
583
A&I Financial Services
Colorado
$290K +$291K +2,638 New
HT
584
Headlands Technologies
Illinois
$290K +$11K +100 +4%
VI
585
Vestcor Inc
New Brunswick, Canada
$285K -$151K -1,370 -35%
CFG
586
Citizens Financial Group
Rhode Island
$285K -$100K -910 -26%
COCM
587
Charter Oak Capital Management
New Hampshire
$282K +$3.86K +35 +1%
CAM
588
Clark Asset Management
New Hampshire
$277K -$4.08K -37 -1%
QCM
589
Quantinno Capital Management
New York
$275K -$33.1K -300 -11%
XT
590
XTX Topco
Cayman Islands
$275K +$275K +2,497 New
PFG
591
Prosperity Financial Group
California
$274K +$274K +2,484 New
WANY
592
Wealthspire Advisors (New York)
New York
$271K +$66.7K +605 +33%
Thrivent Financial for Lutherans
593
Thrivent Financial for Lutherans
Minnesota
$271K -$380K -3,446 -58%
VWWMG
594
Vermillion & White Wealth Management Group
Pennsylvania
$270K
AIP
595
Almanack Investment Partners
Pennsylvania
$268K
HBS
596
Howard Bailey Securities
Indiana
$268K +$269K +2,435 New
PWM
597
PBMares Wealth Management
Virginia
$266K +$47.4K +430 +22%
CA
598
Crane Advisory
California
$266K -$110 -1 -0%
DWP
599
Daymark Wealth Partners
Ohio
$262K -$9.93K -90 -4%
JSAM
600
J. Safra Asset Management
New York
$257K +$169K +1,531 +190%

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.