SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

634 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+22
Holders Change %
+3.59%
% of All Funds
10%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
1.56%
New
94
Increased
227
Reduced
250
Closed
68
Calls
–
Puts
$6.93M
Net Calls
-$6.93M
Net Calls Change
-$557K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$96.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.5M
3
Cerity Partners
Cerity Partners
New York
+$67.7M
4
FIA
Foundations Investment Advisors
Arizona
+$50.9M
5
AI
Accredited Investors
Minnesota
+$45.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.23B
2
Charles Schwab
Charles Schwab
California
-$361M
3
Morgan Stanley
Morgan Stanley
New York
-$126M
4
SWG
Summit Wealth Group
Vermont
-$115M
5
SW
SVB Wealth
Massachusetts
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
651
Clark Capital Management Group
Pennsylvania
– -$2.77M -25,089 Closed
FAIM
652
Financial Advocates Investment Management
Washington
– -$2.53M -22,901 Closed
PCH
653
PGIM Custom Harvest
New Jersey
– -$2.43M -22,015 Closed
LA
654
Latitude Advisors
Florida
– -$1.94M -17,581 Closed
Citadel Advisors
655
Citadel Advisors
Florida
– -$1.64M -14,866 Closed
State Street
656
State Street
Massachusetts
– -$1.55M -13,997 Closed
ARC
657
Advisor Resource Council
Texas
– -$1.31M -11,904 Closed
LSAG
658
Lake Street Advisors Group
New Hampshire
– -$1.14M -10,352 Closed
WCP
659
Wick Capital Partners
Pennsylvania
– -$750K -6,784 Closed
AWM
660
Adams Wealth Management
Utah
– -$709K -6,420 Closed
IWP
661
Icon Wealth Partners
Texas
– -$665K -6,016 Closed
BMCM
662
Bryn Mawr Capital Management
Pennsylvania
– -$626K -5,669 Closed
LHWM
663
Lake Hills Wealth Management
Texas
– -$567K -5,132 Closed
BAAM
664
Baker Avenue Asset Management
California
– -$549K -4,966 Closed
ERIM
665
Eagle Ridge Investment Management
Connecticut
– -$540K -4,887 Closed
AAS
666
Ameritas Advisory Services
Nebraska
– -$522K -4,730 Closed
VAFP
667
Vahanian & Associates Financial Planning
New York
– -$469K -4,244 Closed
TFCP
668
Twin Focus Capital Partners
Massachusetts
– -$435K -3,938 Closed
PG
669
Prostatis Group
Maryland
– -$411K -3,731 Closed
Calamos Advisors
670
Calamos Advisors
Illinois
– -$400K -3,622 Closed
MFG
671
Menard Financial Group
Texas
– -$387K -3,502 Closed
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
– -$368K -3,331 Closed
SWP
673
Semus Wealth Partners
Florida
– -$353K -3,192 Closed
EFL
674
ERn Financial LLC
Wisconsin
– -$350K -3,164 Closed
PMG
675
ProVise Management Group
Florida
– -$340K -3,075 Closed
25 26
27
28 29