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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
TC
626
TAP Consulting
Missouri
$220K -$31.2K -283 -12%
HFS
627
Howard Financial Services
Texas
$217K +$217K +1,971 New
WBC
628
West Branch Capital
Massachusetts
$217K +$3.42K +31 +2%
VWA
629
Visionary Wealth Advisors
Illinois
$212K +$1.65K +15 +0.8%
QPWM
630
Quadrant Private Wealth Management
Pennsylvania
$210K
WSFS
631
Wilmington Savings Fund Society
Delaware
$208K
WIP
632
WealthCare Investment Partners
Rhode Island
$208K +$2.43K +22 +1%
VT
633
Vise Technologies
New York
$205K +$205K +1,859 New
LFA
634
Lauterbach Financial Advisors
Texas
$204K +$3.31K +30 +2%
SSWM
635
Smith Salley Wealth Management
North Carolina
$203K
TFF
636
The Family Firm
Maryland
$202K +$202K +1,832 New
APW
637
Aventura Private Wealth
Florida
$188K +$188K +1,704 New
BHWM
638
Beaird Harris Wealth Management
Texas
$184K
RVM
639
Robinson Value Management
Texas
$175K -$7.66M -69,470 -98%
IRC
640
Investors Research Corp
Georgia
$174K +$2.76K +25 +2%
GM
641
GeoWealth Management
Illinois
$170K +$8.27K +75 +5%
CIBC Private Wealth Group
642
CIBC Private Wealth Group
Georgia
$169K +$48.5K +440 +40%
HPC
643
HM Payson & Co
Maine
$168K +$168K +1,527 New
VFA
644
Values First Advisors
Tennessee
$164K +$123K +1,112 +294%
SFA
645
Semmax Financial Advisors
North Carolina
$152K +$1.54K +14 +1%
FRA
646
Front Row Advisors
California
$147K
VHAM
647
Van Hulzen Asset Management
California
$136K +$136K +1,234 New
AWM
648
AllSquare Wealth Management
New York
$130K -$1.21K -11 -0.9%
AWM
649
Avior Wealth Management
Nebraska
$125K -$23.9K -217 -16%
HI
650
Harbour Investments
Wisconsin
$122K +$37.3K +338 +44%

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.