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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
CFC
51
Client First Capital
California
$33.4M -$516K -4,675 -2%
NQWM
52
Northwest Quadrant Wealth Management
Oregon
$33.3M +$451K +4,086 +1%
FEG
53
Fund Evaluation Group
Ohio
$33M +$192K +1,739 +0.6%
Goldman Sachs
54
Goldman Sachs
New York
$32.6M +$10.9M +98,732 +50%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$29.8M +$11.7M +105,838 +64%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$29.5M +$7.29M +66,137 +57%
WWM
57
Whalen Wealth Management
Nevada
$28.9M +$23.6M +214,280 +443%
CWP
58
Concord Wealth Partners
Virginia
$28.9M +$8.66M +78,521 +43%
WLIM
59
White Lighthouse Investment Management
Massachusetts
$28M +$5.38M +48,772 +24%
BS
60
Banco Santander
Spain
$28M +$2.99M +27,111 +12%
OC
61
Oppenheimer & Co
New York
$27.7M -$3.37M -30,564 -11%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$26.8M -$158K -1,435 -0.6%
CAMV
63
Concord Asset Management (Virginia)
Virginia
$26.6M +$8.43M +76,433 +46%
AP
64
Americana Partners
Texas
$26.6M -$6.06M -54,940 -19%
HighTower Advisors
65
HighTower Advisors
Illinois
$25M +$9.67M +87,667 +63%
ACM
66
Allred Capital Management
Texas
$24.7M -$1.35M -12,240 -5%
Osaic Holdings
67
Osaic Holdings
Arizona
$24.5M -$15.2M -137,673 -38%
LF
68
Lee Financial
Texas
$24.4M -$317K -2,872 -1%
MKA
69
M. Kulyk & Associates
Georgia
$22.5M +$529K +4,799 +2%
AWM
70
Able Wealth Management
New Jersey
$22.4M +$1.9M +17,210 +9%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$22.1M +$4M +36,317 +22%
DIM
72
Delta Investment Management
California
$22M -$2.39M -21,630 -10%
CAG
73
Cypress Advisory Group
Arizona
$21.4M +$21.5M +194,667 New
SQA
74
Simon Quick Advisors
New Jersey
$20.5M +$1.32K +12 +0%
SPIA
75
Strategic Point Investment Advisors
Rhode Island
$20.1M +$460K +4,168 +2%

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.