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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
SMFG
126
Sumitomo Mitsui Financial Group
Japan
$9.03M -$2.58M -23,423 -22%
TPCW
127
TD Private Client Wealth
New York
$8.98M -$132K -1,197 -1%
CC
128
Climber Capital
Switzerland
$8.96M +$10.7M +96,995 New
SKK
129
Shepherd Kaplan Krochuk
Massachusetts
$8.64M +$3.65M +33,109 +73%
TAM
130
Tucker Asset Management
Colorado
$8.55M -$2.37M -21,535 -22%
MWM
131
MinichMacGregor Wealth Management
New York
$8.45M +$19.5K +177 +0.2%
LBC
132
Lowe Brockenbrough & Co
Virginia
$8.29M -$333K -3,020 -4%
AWS
133
Arkfeld Wealth Strategies
Nebraska
$8.2M -$6.62K -60 -0.1%
GC
134
GatePass Capital
Ohio
$8.03M +$8.04M +72,885 New
DWM
135
Drive Wealth Management
Utah
$7.85M -$494K -4,476 -6%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$7.84M +$2.91M +26,422 +59%
SWA
137
SFMG Wealth Advisors
Texas
$7.68M +$7.69M +69,745 New
ISWM
138
Independent Solutions Wealth Management
New York
$7.64M +$5.55M +50,372 +265%
IFG
139
Independent Financial Group
California
$7.63M -$271K -2,455 -3%
PAG
140
Private Advisor Group
New Jersey
$7.59M -$3.15M -28,573 -29%
Citadel Advisors
141
Citadel Advisors
Florida
$7.45M -$12.6M -114,457 -63%
HCA
142
Heck Capital Advisors
Wisconsin
$7.45M -$442K -4,007 -6%
MFC
143
Morris Financial Concepts
South Carolina
$7.29M +$397K +3,596 +6%
RI
144
Ridgewood Investments
New Jersey
$7.25M +$145K +1,314 +2%
BRWA
145
B. Riley Wealth Advisors
Florida
$7.21M -$158K -1,434 -2%
SCA
146
Sulzberger Capital Advisors
Florida
$7.13M +$7.14M +64,767 New
KAS
147
Kestra Advisory Services
Texas
$7.12M +$2.75M +24,925 +63%
CWM
148
Calamos Wealth Management
Illinois
$7.11M +$1.68M +15,271 +31%
CWA
149
Capital Wealth Alliance
Arizona
$6.93M -$3.14M -28,503 -31%
AFC
150
Adaptive Financial Consulting
Ohio
$6.9M

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.