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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
ODIJL
101
One Day In July LLC
Vermont
$12.7M -$745K -6,759 -6%
CWMGP
102
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$12.5M -$3.1M -28,111 -20%
WAS
103
Winch Advisory Services
Wisconsin
$12.5M -$440K -3,994 -3%
SVCP
104
Silicon Valley Capital Partners
California
$12.3M +$12.3M +111,931 +329,209%
SC
105
Sierra Capital
Florida
$12M +$8.97M +81,329 +295%
UWM
106
Udine Wealth Management
Florida
$11.9M
KL
107
KWMG LLC
Kansas
$11.5M +$187K +1,699 +2%
SG Americas Securities
108
SG Americas Securities
New York
$11.5M +$11.6M +104,817 New
AFP
109
Ausdal Financial Partners
Iowa
$11.4M -$64M -579,918 -85%
AF
110
Advisornet Financial
Minnesota
$11M +$3.13M +28,378 +40%
PCMU
111
Paragon Capital Management (Utah)
Utah
$10.7M -$1.68M -15,260 -14%
RA
112
RFG Advisory
Alabama
$10.7M +$9.01M +81,740 +525%
AWM
113
Alterna Wealth Management
Texas
$10.5M +$3.31M +30,046 +46%
FC
114
Farringdon Capital
United Kingdom
$10.5M +$10.5M +95,364 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$1.06M +9,577 +11%
IWC
116
Integrated Wealth Concepts
Massachusetts
$10.1M -$1.72M -15,592 -14%
PCP
117
Proficio Capital Partners
Massachusetts
$10.1M +$6.27M +56,882 +162%
PWM
118
Paulson Wealth Management
Illinois
$10.1M +$554K +5,026 +6%
GS
119
GTS Securities
New York
$10M -$1.62M -14,688 -14%
ACS
120
Archford Capital Strategies
Illinois
$9.66M -$1.05M -9,530 -10%
Mariner
121
Mariner
Kansas
$9.55M -$777K -7,047 -8%
AWS
122
Atria Wealth Solutions
New York
$9.34M +$1.88M +17,093 +25%
KPWG
123
KFA Private Wealth Group
Virginia
$9.3M -$932K -8,450 -9%
MWM
124
Meridian Wealth Management
Kentucky
$9.15M +$4.71M +42,724 +106%
CGA
125
Crescent Grove Advisors
Illinois
$9.04M +$4.03M +36,513 +80%

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.