SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

491 hedge funds and large institutions have $9.41B invested in iShares Short Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 146 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+28
Holders Change %
+6.05%
% of All Funds
7.77%
Holding in Top 10
47
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+74.07%
% of All Funds
0.74%
New
93
Increased
146
Reduced
152
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$1.06B
2
BlackRock
BlackRock
New York
$1.06B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$807M
4
CCMG
Clark Capital Management Group
Pennsylvania
$339M
5
CRG
Cornerstone Retirement Group
Nevada
$201M

Top Sellers

1
PC
Peavine Capital
Nevada
$208M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0
3
Morgan Stanley
Morgan Stanley
New York
$699M
4
Betterment LLC
Betterment LLC
New York
$485M
5
WS
Wedbush Securities
California
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
126
Capital Analysts LLC
Pennsylvania
$4.12M +$4.12M +37,383 New
CA
127
Continuum Advisory
Idaho
$4.1M +$4.1M +37,213 New
CA
128
CoreCap Advisors
Michigan
$3.91M +$2.38M +21,600 +155%
GC
129
Gould Capital
Washington
$3.91M -$1.95M -17,641 -33%
FWM
130
Frontier Wealth Management
Missouri
$3.89M -$19.2M -174,473 -83%
JIR
131
James Investment Research
Ohio
$3.87M -$178K -1,619 -4%
CPWMP
132
Cardinal Point Wealth Management Partners
California
$3.74M -$1.06M -9,625 -22%
EA
133
Emerald Advisors
Washington
$3.7M +$508K +4,606 +16%
SKK
134
Shepherd Kaplan Krochuk
Massachusetts
$3.65M +$890K +8,073 +32%
MSWM
135
Mader & Shannon Wealth Management
Missouri
$3.61M – – –
CRI
136
Colonial River Investments
Virginia
$3.37M +$3.37M +30,572 New
CAAS
137
Capital Asset Advisory Services
Michigan
$3.3M +$25.1K +228 +0.8%
GA
138
GFS Advisors
Texas
$3.3M -$8.81M -79,948 -73%
MAM
139
Mastrapasqua Asset Management
Tennessee
$3.25M -$40.8K -370 -1%
CHJWM
140
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.22M +$856K +7,772 +36%
AG
141
Ascent Group
Virginia
$3.2M +$833K +7,552 +35%
WAAG
142
Wealth Alliance Advisory Group
Kansas
$3.16M +$3.16M +28,653 New
MHS
143
M Holdings Securities
Oregon
$3.16M +$3.16M +28,621 New
KCA
144
Karn Couzens & Associates
Connecticut
$3.14M +$504K +4,570 +19%
JG
145
Jefferies Group
New York
$3.13M -$196K -1,778 -6%
TAIM
146
TD Ameritrade Investment Management
Nebraska
$3.11M -$41.9K -380 -1%
WA
147
Winfield Associates
Ohio
$3M +$717K +6,500 +31%
Kovitz Investment Group Partners
148
Kovitz Investment Group Partners
Illinois
$2.96M -$179K -1,619 -6%
BPA
149
Beacon Pointe Advisors
California
$2.95M +$2.66M +24,113 +917%
DC
150
Davenport & Co
Virginia
$2.86M -$238K -2,155 -8%
4 5
6
7 8