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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
FGC
701
Financial Gravity Companies
Texas
$7.27K
SFGP
702
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.05K +$7.06K +64 New
FDW
703
Fourth Dimension Wealth
Ohio
$6.24K +$6.29K +57 New
CFD
704
Creative Financial Designs
Indiana
$5.84K
PPA
705
Painted Porch Advisors
California
$5.29K -$1.1K -10 -17%
CFB
706
Cullen/Frost Bankers
Texas
$5.19K
SC
707
SouthState Corp
Florida
$4.63K -$2.43K -22 -34%
FWM
708
FLP Wealth Management
Arkansas
$4.29K +$4.3K +39 New
AG
709
AmeriFlex Group
Nevada
$3.87K +$3.86K +35 New
PK
710
Pflug Koory
Nebraska
$3.85K
PSFG
711
Park Square Financial Group
Georgia
$3.85K +$3.86K +35 New
CA
712
Centerpoint Advisors
Massachusetts
$3K
HIW
713
Holos Integrated Wealth
Pennsylvania
$2.64K +$2.65K +24 New
MFS
714
Mattson Financial Services
Michigan
$2.32K +$2.32K +21 New
SWM
715
Sanctuary Wealth Management
Idaho
$1.76K
AA
716
Addison Advisors
Vermont
$1.65K
IF
717
Integrity Financial
Wyoming
$1.54K +$1.54K +14 New
BTI
718
Blue Trust Inc
Georgia
$1.26K
MG
719
Mather Group
Illinois
$1.21K
EWA
720
EverSource Wealth Advisors
Alabama
$1.18K +$1.21K +11 New
NMG
721
New Millennium Group
Utah
$1.16K +$110 +1 +10%
BIM
722
Breakwater Investment Management
Washington
$1.1K
CJ
723
Caitlin John
Michigan
$881 -$2.32K -21 -72%
OHWP
724
Oak Harbor Wealth Partners
North Carolina
$330
RFS
725
Richardson Financial Services
Massachusetts
$330

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.