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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
MWM
76
Mascoma Wealth Management
New Hampshire
$19.8M -$492K -4,458 -2%
BIP
77
Blueprint Investment Partners
North Carolina
$19.8M +$9.04M +81,977 +84%
Comerica Bank
78
Comerica Bank
Texas
$19M +$3.46M +31,386 +22%
SAM
79
Selway Asset Management
$19M +$1.17M +10,625 +7%
GB
80
Gunma Bank
Japan
$18.7M +$9.92M +90,000 +113%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$18.7M +$3.56M +32,301 +23%
SPIA
82
Steward Partners Investment Advisory
New York
$18.7M -$9.44M -85,613 -34%
IA
83
IFP Advisors
Florida
$18.3M +$1.75M +15,869 +11%
SPIO
84
Seven Post Investment Office
California
$18.2M +$952K +8,635 +6%
ST
85
Smithfield Trust
Pennsylvania
$17.9M +$1.22M +11,086 +7%
TW
86
Trajan Wealth
Arizona
$17.3M -$1.53M -13,865 -8%
Financial Engines Advisors
87
Financial Engines Advisors
California
$16.9M -$905K -8,207 -5%
MSWM
88
Mader & Shannon Wealth Management
Missouri
$16.1M -$4.68M -42,405 -22%
GA
89
GFS Advisors
Texas
$15.9M +$6.14M +55,685 +63%
PCM
90
Presidio Capital Management
California
$15.2M -$222K -2,009 -1%
AZ
91
Alpha Zero
Florida
$15M +$15M +136,113 New
BOC
92
Bull Oak Capital
California
$14.4M +$10.9M +98,948 +311%
SWP
93
Strategic Wealth Partners
Ohio
$14.4M -$691K -6,266 -5%
OBWG
94
Onyx Bridge Wealth Group
New York
$13.8M -$2.82M -25,595 -17%
Creative Planning
95
Creative Planning
Kansas
$13.5M -$6.59M -59,742 -33%
FYW
96
Future You Wealth
New York
$13.3M +$13.3M +120,837 New
SCI
97
Stableford Capital II
Arizona
$13.2M +$4.71M +42,740 +55%
ML
98
Mayport LLC
Massachusetts
$13M +$1.69M +15,325 +15%
FPW
99
Fairvoy Private Wealth
Alabama
$12.9M +$13M +117,546 New
FFA
100
Farther Finance Advisors
California
$12.8M +$11.5M +104,200 +844%

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.