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iShares 0-1 Year Treasury Bond ETF
SHV

422 hedge funds and large institutions have $6.18B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% more ownership

Funds ownership: 43.18% → 44.12% (+0.95%)

3% less capital invested

Capital invested by funds: $6.33B → $6.18B (-$159M)

3% less funds holding

Funds holding: 437 → 422 (-15)

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

43% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 181

Holders
422
Holders Change
-15
Holders Change %
-3.43%
% of All Funds
7.39%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.33%
New
40
Increased
104
Reduced
181
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$173M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$140M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$38M
4
AP
Advisors Preferred
Maryland
+$23.1M
5
MAM
Meeder Asset Management
Ohio
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$109M
2
Morgan Stanley
Morgan Stanley
New York
-$66.7M
3
CA
CSM Advisors
Pennsylvania
-$41.4M
4
NRA
NSI Retail Advisors
Pennsylvania
-$41.4M
5
DWA
Divergent Wealth Advisors
Utah
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCA
126
Karn Couzens & Associates
Connecticut
$2.19M -$22.3K -202 -1%
GG
127
Gofen & Glossberg
Illinois
$2.16M +$825K +7,467 +62%
WAAG
128
Wealth Alliance Advisory Group
Kansas
$2.15M +$63.6K +576 +3%
AWM
129
AE Wealth Management
Kansas
$2.14M +$21.4K +194 +1%
BBA
130
Braun-Bostich & Associates
Pennsylvania
$2.1M +$2.1M +18,968 New
SAM
131
Strategy Asset Managers
California
$2.09M -$247K -2,237 -11%
PA
132
Probity Advisors
Texas
$1.95M +$227K +2,051 +13%
ANTB
133
AMG National Trust Bank
Colorado
$1.91M +$1.91M +17,250 New
HBT
134
Heartland Bank & Trust
Illinois
$1.9M -$572K -5,180 -23%
APG
135
Abacus Planning Group
South Carolina
$1.85M +$60K +543 +3%
IFS
136
Ifrah Financial Services
Arkansas
$1.85M +$42.2K +382 +2%
HC
137
Hamilton Capital
Ohio
$1.84M -$205K -1,854 -10%
JCM
138
Jacobi Capital Management
Pennsylvania
$1.83M +$1.55K +14 +0.1%
BZWA
139
Blue Zone Wealth Advisors
California
$1.82M -$139K -1,261 -7%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$1.82M +$22.8K +206 +1%
BRWM
141
B. Riley Wealth Management
Tennessee
$1.76M +$1.76M +15,940 New
BPC
142
Banque Pictet & Cie
Switzerland
$1.74M +$550K +4,979 +46%
AC
143
Apella Capital
Connecticut
$1.69M -$71.4K -646 -4%
CIG
144
Cairn Investment Group
Washington
$1.69M +$329K +2,980 +24%
FIM
145
Freedom Investment Management
Connecticut
$1.69M +$127K +1,150 +8%
AL
146
Aspiriant LLC
California
$1.67M – – –
KJHP
147
K.J. Harrison & Partners
Ontario, Canada
$1.67M – – –
KeyBank National Association
148
KeyBank National Association
Ohio
$1.61M +$125K +1,130 +8%
IFG
149
Independent Financial Group
California
$1.61M +$243K +2,200 +18%
TA
150
Townsend & Associates
Colorado
$1.57M -$936K -8,475 -37%
4 5
6
7 8

SHV Hedge Fund Activity: Q3 2021 in Review

422 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2021, worth a combined $6.18B — down 2.5% from $6.33B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of SHV and 40 opened new positions — a net loss of 7 holders — while 181 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $173M. The largest seller was Betterment LLC, cutting an estimated $109M.

  • 422 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2021, down from 437 in Q2 2021.
  • Funds reported $6.18B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 40 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2021 and 47 closed out, a net change of -7 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2021 was BlackRock, an estimated $173M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2021 was Betterment LLC, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2021.