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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
PS
726
PayPay Securities
Japan
$330 +$110 +1 +50%
RS
727
Rakuten Securities
Japan
$110 -$9.81K -89 -99%
Manulife (Manufacturers Life Insurance)
728
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14M -126,443 Closed
WP
729
Westmount Partners
California
-$10.3M -93,022 Closed
MAM
730
Meeder Asset Management
Ohio
-$9.34M -84,445 Closed
BDWCC
731
B&D White Capital Company
Texas
-$7.74M -70,000 Closed
DWP
732
Destiny Wealth Partners
Florida
-$4.81M -43,475 Closed
NW
733
NewEdge Wealth
Pennsylvania
-$3.08M -27,819 Closed
CSPIA
734
Cary Street Partners Investment Advisory
Virginia
-$2.61M -23,606 Closed
IWN
735
Independent Wealth Network
Iowa
-$2.61M -23,574 Closed
AFP
736
Alpha Financial Partners
Kentucky
-$2.19M -19,817 Closed
Prudential Financial
737
Prudential Financial
New Jersey
-$2.03M -18,322 Closed
OMC
738
Old Mission Capital
Illinois
-$1.8M -16,266 Closed
YC
739
Yarbrough Capital
Tennessee
-$1.55M -14,053 Closed
PWS
740
Precision Wealth Strategies
Missouri
-$1.5M -13,539 Closed
BB
741
Burford Brothers
Texas
-$1.42M -12,869 Closed
FHC
742
First Heartland Consultants
Missouri
-$1.35M -12,175 Closed
MA
743
MAS Advisors
Florida
-$1M -9,061 Closed
QC
744
Quadrature Capital
United Kingdom
-$968K -8,752 Closed
TWCA
745
Two West Capital Advisors
Kansas
-$946K -8,554 Closed
CFA
746
Capstone Financial Advisors
Illinois
-$800K -7,233 Closed
TI
747
TrueMark Investments
Illinois
-$795K -7,185 Closed
DL
748
DOHJ LLC
Washington
-$646K -5,864 Closed
GSC
749
G&S Capital
Colorado
-$646K -5,841 Closed
TFA
750
Teamwork Financial Advisors
Texas
-$633K -5,723 Closed

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.