SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

463 hedge funds and large institutions have $6.08B invested in iShares Short Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 117 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+41
Holders Change %
+9.72%
% of All Funds
7.15%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.42%
New
90
Increased
117
Reduced
156
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$239M
2
HHGA
Halbert Hargrove Global Advisors
California
$97.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$411M
4
Morgan Stanley
Morgan Stanley
New York
$767M
5
Bank of America
Bank of America
North Carolina
$245M

Top Sellers

1
CRG
Cornerstone Retirement Group
Nevada
$301K
2
BlackRock
BlackRock
New York
$622M
3
Betterment LLC
Betterment LLC
New York
$551M
4
Jane Street
Jane Street
New York
$8.55M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
101
Patton Fund Management
Texas
$3.73M +$2.39M +21,685 +180%
EWA
102
ERTS Wealth Advisors
Michigan
$3.66M +$4.3K +39 +0.1%
ODIJL
103
One Day In July LLC
Vermont
$3.66M +$3.11M +28,140 +565%
MSWM
104
Mader & Shannon Wealth Management
Missouri
$3.62M -$64K -580 -2%
FAG
105
Fortitude Advisory Group
Washington
$3.54M +$3.54M +32,026 New
SMG
106
Spectrum Management Group
Indiana
$3.36M +$2.85M +25,782 +553%
JG
107
Jefferies Group
New York
$3.33M -$30K -272 -0.9%
Creative Planning
108
Creative Planning
Kansas
$3.3M -$308K -2,790 -9%
MAM
109
Mastrapasqua Asset Management
Tennessee
$3.3M -$160K -1,445 -5%
SC
110
Schubert & Co
Texas
$3.28M +$3.28M +29,741 New
CAAS
111
Capital Asset Advisory Services
Michigan
$3.28M +$752K +6,815 +30%
VCM
112
Virtue Capital Management
Tennessee
$3.22M +$3.22M +29,189 New
5L
113
55I LLC
Massachusetts
$3.22M -$1.28M -11,576 -28%
EA
114
Emerald Advisors
Washington
$3.19M +$829K +7,509 +35%
AAP
115
Arax Advisory Partners
Colorado
$3.18M -$444K -4,022 -12%
TAIM
116
TD Ameritrade Investment Management
Nebraska
$3.15M +$758K +6,870 +32%
Kovitz Investment Group Partners
117
Kovitz Investment Group Partners
Illinois
$3.15M +$170K +1,536 +6%
DC
118
Davenport & Co
Virginia
$3.1M -$66.9K -606 -2%
Bessemer Group
119
Bessemer Group
New Jersey
$3.03M +$2.92M +26,478 +2,680%
ST
120
Smithfield Trust
Pennsylvania
$2.86M -$542K -4,909 -16%
Citigroup
121
Citigroup
New York
$2.85M -$1.02M -9,193 -26%
IFWM
122
Institute for Wealth Management
Colorado
$2.79M +$30.6K +277 +1%
SF
123
Synovus Financial
Georgia
$2.77M +$501K +4,540 +22%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$2.77M -$672K -6,085 -20%
SKK
125
Shepherd Kaplan Krochuk
Massachusetts
$2.77M -$9.61K -87 -0.3%
3 4
5
6 7