SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

457 hedge funds and large institutions have $7.2B invested in iShares Short Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 106 increasing their positions, 208 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+5
Holders Change %
+1.11%
% of All Funds
8.05%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.51%
New
70
Increased
106
Reduced
208
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$65.6M
2
WS
Wedbush Securities
California
+$44.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$31.1M
4
AWM
AE Wealth Management
Kansas
+$29.6M
5
PC
Peavine Capital
Nevada
+$22.5M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$355M
2
Bank of America
Bank of America
North Carolina
-$90.7M
3
BlackRock
BlackRock
New York
-$75.9M
4
Betterment LLC
Betterment LLC
New York
-$66.2M
5
Wells Fargo
Wells Fargo
California
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
126
Cadinha & Co
Hawaii
$2.52M -$747K -6,761 -23%
MCC
127
Money Concepts Capital
Florida
$2.49M -$2.34M -21,190 -48%
KWM
128
Kingsview Wealth Management
Oregon
$2.48M +$145K +1,312 +6%
TA
129
Townsend & Associates
Colorado
$2.46M +$2.46M +22,277 New
CHJWM
130
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.42M -$123K -1,111 -5%
UCFA
131
United Capital Financial Advisors
Texas
$2.39M -$83.9K -759 -3%
CWA
132
Centennial Wealth Advisory
Michigan
$2.36M +$2.36M +21,384 New
TAIM
133
TD Ameritrade Investment Management
Nebraska
$2.34M – – –
MFW
134
Meristem Family Wealth
Minnesota
$2.34M +$2.34M +21,170 New
A
135
AdvicePeriod
California
$2.33M -$63.3K -573 -3%
SWA
136
SFMG Wealth Advisors
Texas
$2.32M -$81.1K -734 -3%
EIA
137
Eldridge Investment Advisors
New Hampshire
$2.31M -$2M -18,100 -46%
ACM
138
Alethea Capital Management
Washington
$2.27M – – –
Creative Planning
139
Creative Planning
Kansas
$2.19M +$74.9K +678 +4%
NA
140
NewEdge Advisors
Louisiana
$2.19M -$86.2K -780 -4%
DC
141
Davenport & Co
Virginia
$2.15M +$512K +4,635 +31%
PAS
142
Park Avenue Securities
New York
$2.12M -$40.6K -367 -2%
PFA
143
Pathway Financial Advisors
Vermont
$2.1M -$105K -954 -5%
Cerity Partners
144
Cerity Partners
New York
$2.07M +$2.07M +18,725 New
FIM
145
Freedom Investment Management
Connecticut
$2.06M -$143K -1,291 -6%
WAAG
146
Wealth Alliance Advisory Group
Kansas
$2.04M -$3.29M -29,760 -62%
PA
147
Probity Advisors
Texas
$2.03M +$2.03M +18,388 New
GG
148
Gofen & Glossberg
Illinois
$2.01M +$1.04M +9,384 +106%
VFA
149
Values First Advisors
Tennessee
$1.97M +$107K +966 +6%
VC
150
Vicus Capital
Pennsylvania
$1.95M -$9.48M -85,770 -83%
4 5
6
7 8