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iShares 0-1 Year Treasury Bond ETF
SHV

463 hedge funds and large institutions have $6.08B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 118 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 44

42% more funds holding in top 10

Funds holding in top 10: 19 → 27 (+8)

10% more funds holding

Funds holding: 422 → 463 (+41)

2.53% more ownership

Funds ownership: 44.12% → 46.65% (+2.5%)

1% less capital invested

Capital invested by funds: $6.18B → $6.08B (-$92.6M)

24% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 156

Holders
463
Holders Change
+41
Holders Change %
+9.72%
% of All Funds
7.13%
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
118
Reduced
156
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
2
HHGA
Halbert Hargrove Global Advisors
California
+$97.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.6M
4
Morgan Stanley
Morgan Stanley
New York
+$57M
5
Bank of America
Bank of America
North Carolina
+$34.5M

Top Sellers

Rank Fund Capital Flow
1
CRG
Cornerstone Retirement Group
Nevada
-$272M
2
BlackRock
BlackRock
New York
-$199M
3
Betterment LLC
Betterment LLC
New York
-$79.1M
4
Jane Street
Jane Street
New York
-$37.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
126
Values First Advisors
Tennessee
$2.74M +$504K +4,560 +22%
KCA
127
Karn Couzens & Associates
Connecticut
$2.64M +$458K +4,150 +21%
CC
128
Cassaday & Co
Virginia
$2.61M +$53.9K +488 +2%
MAM
129
Madison Asset Management
Wisconsin
$2.6M -$222K -2,011 -8%
CC
130
Cadinha & Co
Hawaii
$2.6M -$124K -1,120 -5%
RWB
131
RMR Wealth Builders
New Jersey
$2.57M -$9.07M -82,085 -78%
TPCW
132
TD Private Client Wealth
New York
$2.46M +$2.46M +22,240 New
AG
133
Ascent Group
Virginia
$2.37M +$2.37M +21,497 New
CHJWM
134
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.36M +$167K +1,510 +8%
WA
135
Winfield Associates
Ohio
$2.29M -$110K -1,000 -5%
G
136
GenTrust
Florida
$2.28M – – –
UCFA
137
United Capital Financial Advisors
Texas
$2.17M -$71.3K -646 -3%
APG
138
Abacus Planning Group
South Carolina
$2.16M +$314K +2,840 +17%
PFA
139
Pathway Financial Advisors
Vermont
$2.11M +$2.11M +19,143 New
EIA
140
Eldridge Investment Advisors
New Hampshire
$2.06M -$133K -1,200 -6%
GG
141
Gofen & Glossberg
Illinois
$2.04M -$111K -1,003 -5%
AWM
142
AE Wealth Management
Kansas
$2.03M -$110K -994 -5%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$2M +$137K +1,236 +14%
HBT
144
Heartland Bank & Trust
Illinois
$1.93M +$33.6K +304 +2%
MCC
145
Money Concepts Capital
Florida
$1.91M +$1.91M +17,288 New
IFG
146
Independent Financial Group
California
$1.87M +$267K +2,420 +17%
ANTB
147
AMG National Trust Bank
Colorado
$1.86M -$44.2K -400 -2%
JCM
148
Jacobi Capital Management
Pennsylvania
$1.85M +$11.6K +105 +0.6%
CCP
149
Carmel Capital Partners
California
$1.85M +$1.85M +16,718 New
SB
150
Strategic Blueprint
Georgia
$1.8M +$701K +6,346 +64%
4 5
6
7 8

SHV Hedge Fund Activity: Q4 2021 in Review

463 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2021, worth a combined $6.08B — down 1.5% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SHV positions and 44 closed out — a net gain of 46 holders — while 118 added to existing stakes and 156 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Cornerstone Retirement Group, cutting an estimated $272M.

  • 463 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2021, up from 422 in Q3 2021.
  • Funds reported $6.08B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2021 and 44 closed out, a net change of +46 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2021 was Fidelity Investments, an estimated $115M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2021 was Cornerstone Retirement Group, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2021.