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iShares 0-1 Year Treasury Bond ETF
SHV

422 hedge funds and large institutions have $6.18B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% more ownership

Funds ownership: 43.18% → 44.12% (+0.95%)

3% less capital invested

Capital invested by funds: $6.33B → $6.18B (-$159M)

3% less funds holding

Funds holding: 437 → 422 (-15)

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

43% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 181

Holders
422
Holders Change
-15
Holders Change %
-3.43%
% of All Funds
7.39%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.33%
New
40
Increased
104
Reduced
181
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$173M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$140M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$38M
4
AP
Advisors Preferred
Maryland
+$23.1M
5
MAM
Meeder Asset Management
Ohio
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$109M
2
Morgan Stanley
Morgan Stanley
New York
-$66.7M
3
CA
CSM Advisors
Pennsylvania
-$41.4M
4
NRA
NSI Retail Advisors
Pennsylvania
-$41.4M
5
DWA
Divergent Wealth Advisors
Utah
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
76
KFA Private Wealth Group
Virginia
$6.69M -$290K -2,625 -4%
NA
77
NewEdge Advisors
Louisiana
$6.52M +$1.42M +12,819 +28%
ACI
78
Alpha Cubed Investments
California
$6.45M -$4.86K -44 -0.1%
FTS
79
Fifth Third Securities
Ohio
$6.22M +$6.22M +56,306 New
US Bancorp
80
US Bancorp
Minnesota
$5.75M -$3.08M -27,850 -35%
WLIM
81
White Lighthouse Investment Management
Massachusetts
$5.4M +$267K +2,414 +5%
B
82
Barings
North Carolina
$5.24M +$5.24M +47,466 New
AWA
83
Arete Wealth Advisors
Illinois
$5.07M -$562K -5,085 -10%
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$4.96M +$632K +5,722 +15%
5L
85
55I LLC
Massachusetts
$4.5M -$1.51M -13,653 -25%
RWM
86
Ritholtz Wealth Management
New York
$4.23M +$226K +2,046 +6%
Citigroup
87
Citigroup
New York
$3.87M -$5.12M -46,328 -57%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$3.75M -$12M -108,551 -76%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$3.73M +$1.48M +13,377 +66%
MSWM
90
Mader & Shannon Wealth Management
Missouri
$3.69M -$2.79M -25,285 -43%
EWA
91
ERTS Wealth Advisors
Michigan
$3.66M +$1.89M +17,139 +107%
AAP
92
Arax Advisory Partners
Colorado
$3.62M -$387K -3,504 -10%
Creative Planning
93
Creative Planning
Kansas
$3.61M -$699K -6,331 -16%
BS
94
Banco Santander
Spain
$3.58M +$2.31M +20,899 +182%
MAM
95
Mastrapasqua Asset Management
Tennessee
$3.46M +$150K +1,355 +5%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$3.44M -$13.4M -121,204 -80%
TSS
97
Two Sigma Securities
New York
$3.43M -$1.4M -12,647 -29%
ST
98
Smithfield Trust
Pennsylvania
$3.41M -$177K -1,606 -5%
JG
99
Jefferies Group
New York
$3.36M -$74.9K -678 -2%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$3.2M +$3.2M +28,980 New
2 3
4
5 6

SHV Hedge Fund Activity: Q3 2021 in Review

422 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2021, worth a combined $6.18B — down 2.5% from $6.33B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of SHV and 40 opened new positions — a net loss of 7 holders — while 181 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $173M. The largest seller was Betterment LLC, cutting an estimated $109M.

  • 422 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2021, down from 437 in Q2 2021.
  • Funds reported $6.18B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 40 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2021 and 47 closed out, a net change of -7 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2021 was BlackRock, an estimated $173M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2021 was Betterment LLC, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2021.