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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
SW
601
StrongBox Wealth
Missouri
$254K +$254K +2,303 New
M&T Bank
602
M&T Bank
New York
$253K -$2.21K -20 -0.9%
CCWM
603
Cassaday & Co Wealth Management
Virginia
$252K -$12.1K -110 -5%
CTC
604
Central Trust Company
Missouri
$251K
MFG
605
Merit Financial Group
Georgia
$250K +$4.19K +38 +2%
SWP
606
Summit Wealth Partners
Florida
$248K
PFG
607
Pacific Financial Group
Washington
$247K +$6.4K +58 +3%
BFS
608
BridgePort Financial Solutions
Iowa
$247K +$246K +2,234 New
PCS
609
Private Client Services
Kentucky
$246K +$246K +2,232 New
NL
610
NWAM LLC
Washington
$242K +$25K +227 +12%
PI
611
PFG Investments
New York
$241K -$11.8K -107 -5%
ACA
612
Aptus Capital Advisors
Alabama
$238K -$148K -1,346 -38%
KFG
613
Kingdom Financial Group
Arizona
$238K +$239K +2,165 New
ANC
614
Ames National Corp
Iowa
$238K +$238K +2,161 New
MC
615
Moors & Cabot
Massachusetts
$238K -$13.1K -119 -5%
SFP
616
Strategic Financial Partners
Oregon
$235K -$1.54K -14 -0.7%
SAM
617
Secure Asset Management
Michigan
$231K +$232K +2,101 New
WPC
618
Wedmont Private Capital
Pennsylvania
$230K
SF
619
Slagle Financial
Illinois
$230K +$27.7K +251 +14%
Lazard Asset Management
620
Lazard Asset Management
New York
$229K
CWC
621
Carolinas Wealth Consulting
North Carolina
$225K -$2.98K -27 -1%
BI
622
Beckerman Institutional
New Jersey
$225K -$115K -1,042 -34%
TFM
623
TFC Financial Management
Massachusetts
$223K -$212K -1,926 -49%
WMA
624
Wealth Management Associates
New Jersey
$220K
WIM
625
Wittenberg Investment Management
Massachusetts
$220K +$221K +2,000 New

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.