SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

491 hedge funds and large institutions have $9.41B invested in iShares Short Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 146 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+28
Holders Change %
+6.05%
% of All Funds
7.77%
Holding in Top 10
47
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+74.07%
% of All Funds
0.74%
New
93
Increased
146
Reduced
152
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.06B
2
BlackRock
BlackRock
New York
$1.06B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$807M
4
CCMG
Clark Capital Management Group
Pennsylvania
$339M
5
CRG
Cornerstone Retirement Group
Nevada
$201M

Top Sellers

1
PC
Peavine Capital
Nevada
$208M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0
3
Morgan Stanley
Morgan Stanley
New York
$699M
4
Betterment LLC
Betterment LLC
New York
$485M
5
WS
Wedbush Securities
California
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
76
Affinia Financial Group
Massachusetts
$10.3M +$9.97M +90,500 +2,790%
WAS
77
Winch Advisory Services
Wisconsin
$9.73M -$321K -2,913 -3%
ATPW
78
Ashton Thomas Private Wealth
Arizona
$9.26M +$9.26M +84,017 New
MWM
79
MinichMacGregor Wealth Management
New York
$9.09M -$184K -1,670 -2%
AWS
80
Arkfeld Wealth Strategies
Nebraska
$9.06M +$3.94M +35,775 +77%
KL
81
KWMG LLC
Kansas
$9.01M +$186K +1,686 +2%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$8.99M +$2.34M +21,235 +35%
IIA
83
IPG Investment Advisors
California
$8.6M -$4.55M -41,277 -35%
SG Americas Securities
84
SG Americas Securities
New York
$8.54M +$8.42M +76,372 +7,124%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$8.5M -$1M -9,092 -11%
FEM
86
Fulcrum Equity Management
Texas
$8.26M +$3.16M +28,622 +62%
KAS
87
Kestra Advisory Services
Texas
$8.01M +$7.24M +65,631 +932%
VCM
88
Virtue Capital Management
Tennessee
$7.93M +$4.71M +42,767 +147%
IPW
89
IronBridge Private Wealth
Texas
$7.61M -$792K -7,186 -9%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$7.59M +$1.43M +12,934 +23%
LTL
91
Lowery Thomas LLC
California
$7.58M +$3.72M +33,769 +97%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$7.17M +$25.8K +234 +0.4%
VFA
93
Voya Financial Advisors
Connecticut
$7.02M +$7.02M +63,721 New
SC
94
Scotia Capital
Ontario, Canada
$6.99M -$4.25M -38,519 -38%
IA
95
IFP Advisors
Florida
$6.99M +$5.58M +50,586 +396%
PAG
96
Private Advisor Group
New Jersey
$6.99M +$964K +8,744 +16%
SPIA
97
Steward Partners Investment Advisory
New York
$6.67M -$73.9K -670 -1%
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$6.66M -$287K -2,600 -4%
WLIM
99
White Lighthouse Investment Management
Massachusetts
$6.57M -$77K -698 -1%
KPWG
100
KFA Private Wealth Group
Virginia
$6.55M +$58.3K +529 +0.9%
2 3
4
5 6