SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

473 hedge funds and large institutions have $11B invested in iShares Short Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 158 increasing their positions, 159 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+30
Holders Change %
+6.77%
% of All Funds
9.72%
Holding in Top 10
69
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.66%
% of All Funds
1.42%
New
95
Increased
158
Reduced
159
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$113M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$98.7M
3
Wells Fargo
Wells Fargo
California
+$82.2M
4
Betterment LLC
Betterment LLC
New York
+$62.1M
5
Jane Street
Jane Street
New York
+$59.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$1.86B
2
Osaic Holdings
Osaic Holdings
Arizona
-$291M
3
SS
Simplicity Solutions
Minnesota
-$170M
4
AWM
AE Wealth Management
Kansas
-$169M
5
AssetMark Inc
AssetMark Inc
California
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
51
Global Financial Private Capital
Florida
$21.5M +$3.38M +30,557 +19%
AAP
52
Arax Advisory Partners
Colorado
$21.5M -$2M -18,035 -9%
CA
53
Cetera Advisors
Colorado
$21.3M +$3.71M +33,518 +21%
ST
54
Smithfield Trust
Pennsylvania
$21.1M +$21.1M +190,791 New
GHA
55
GW Henssler & Associates
Georgia
$20.5M +$20.5M +184,948 New
ODCM
56
Old Dominion Capital Management
Virginia
$20.5M +$20.5M +184,741 New
AC
57
Athanor Capital
New York
$19.9M +$19.9M +179,859 New
Citigroup
58
Citigroup
New York
$19.8M +$6.67M +60,197 +51%
AUB
59
Atlantic Union Bankshares
Virginia
$19.6M +$19.6M +176,747 New
FTUS
60
Flow Traders U.S.
New York
$19.5M +$19.5M +175,729 New
Financial Engines Advisors
61
Financial Engines Advisors
California
$19.5M +$17.8M +160,319 +1,046%
HGWM
62
Horst & Graben Wealth Management
Oregon
$19M +$46.2K +417 +0.2%
NYLIM
63
New York Life Investment Management
New York
$17.4M – – –
RJA
64
Raymond James & Associates
Florida
$17.1M -$17.4M -156,838 -50%
HighTower Advisors
65
HighTower Advisors
Illinois
$17.1M +$12.7M +115,312 +294%
ODIJL
66
One Day In July LLC
Vermont
$16.8M +$170K +1,539 +1%
PAIM
67
Punch & Associates Investment Management
Minnesota
$16.4M +$6.35M +57,315 +63%
Toronto Dominion Bank
68
Toronto Dominion Bank
Ontario, Canada
$16.1M +$16.1M +145,000 New
SPIA
69
Steward Partners Investment Advisory
New York
$16M +$2.75M +24,832 +21%
US Bancorp
70
US Bancorp
Minnesota
$15.6M +$7.97M +71,939 +105%
MWM
71
Moulton Wealth Management
Washington
$15.6M +$83.1K +751 +0.5%
AWA
72
Alaska Wealth Advisors
Alaska
$15.4M +$392K +3,542 +3%
SCM
73
SOL Capital Management
Maryland
$15.4M +$689K +6,220 +5%
SI
74
SimpliFi Inc
California
$15.3M +$1.16M +10,451 +8%
Goldman Sachs
75
Goldman Sachs
New York
$14.9M -$4.93M -44,557 -25%
1 2
3
4 5