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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
TCA
751
Transcend Capital Advisors
New Jersey
-$616K -5,567 Closed
IAG
752
Investment Advisory Group
Massachusetts
-$566K -5,116 Closed
CCM
753
Crabel Capital Management
California
-$378K -3,419 Closed
TPWM
754
Twelve Points Wealth Management
Massachusetts
-$326K -2,946 Closed
FLA
755
Financial Life Advisors
Texas
-$276K -2,492 Closed
FTS
756
Fifth Third Securities
Ohio
-$273K -2,469 Closed
SWG
757
Summit Wealth Group
Vermont
-$264K -2,384 Closed
IWM
758
IHT Wealth Management
Illinois
-$239K -2,163 Closed
CB
759
Commerce Bank
Missouri
-$227K -2,052 Closed
GWAM
760
Guardian Wealth Advisors (Minnesota)
Minnesota
-$222K -2,008 Closed
BMC
761
Bear Mountain Capital
Washington
-$213K -1,931 Closed
KCFA
762
Key Client Fiduciary Advisors
New Jersey
-$209K -1,889 Closed
GC
763
GFG Capital
Florida
-$205K -1,853 Closed
MA
764
Montag & Associates
Georgia
-$125K -1,132 Closed
NP
765
NorthRock Partners
Minnesota
-$113K -1,019 Closed
TF
766
Tompkins Financial
New York
-$99.6K -900 Closed
SHIM
767
Stone House Investment Management
Pennsylvania
-$83.2K -752 Closed
NS
768
NBC Securities
Alabama
-$24K -218 Closed
GWSG
769
GPS Wealth Strategies Group
Colorado
-$22.7K -205 Closed
W
770
WealthCollab
Washington
-$10.6K -96 Closed
PCWA
771
Pacific Capital Wealth Advisors
California
-$10.1K -91 Closed
FNWA
772
Financial Network Wealth Advisors
Utah
-$7.96K -72 Closed
BWP
773
Baldwin Wealth Partners
Massachusetts
-$6.08K -55 Closed
BBHC
774
Brown Brothers Harriman & Co
New York
-$5.97K -54 Closed
HFS
775
Hantz Financial Services
Michigan
-$5K -43 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.