SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

443 hedge funds and large institutions have $13.7B invested in iShares Short Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 159 increasing their positions, 131 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+52
Holders Change %
+13.3%
% of All Funds
9.79%
Holding in Top 10
79
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+92.68%
% of All Funds
1.75%
New
112
Increased
159
Reduced
131
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$3.66B
2
Morgan Stanley
Morgan Stanley
New York
+$615M
3
Bank of America
Bank of America
North Carolina
+$275M
4
AWM
AE Wealth Management
Kansas
+$260M
5
Betterment LLC
Betterment LLC
New York
+$255M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$515M
2
BlackRock
BlackRock
New York
-$305M
3
EIC
Equity Investment Corp
Georgia
-$236M
4
CC
Cassaday & Co
Virginia
-$124M
5
AssetMark Inc
AssetMark Inc
California
-$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
151
Deutsche Bank
Germany
$3.81M +$652K +5,869 +21%
MIAN
152
Mariner Independent Advisor Network
Kansas
$3.78M +$3.78M +34,063 New
Wolverine Trading
153
Wolverine Trading
Illinois
$3.74M +$3.74M +33,728 New
LWM
154
Lionsbridge Wealth Management
Florida
$3.74M +$3.74M +33,696 New
G
155
GenTrust
Florida
$3.73M +$3.53M +31,787 +1,737%
PFP
156
Pinnacle Financial Partners
Tennessee
$3.58M -$185K -1,662 -5%
CHJWM
157
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.53M -$207K -1,869 -6%
HCM
158
HMS Capital Management
Tennessee
$3.53M +$6K +54 +0.2%
CC
159
Cadinha & Co
Hawaii
$3.42M -$144K -1,299 -4%
CAAS
160
Capital Asset Advisory Services
Michigan
$3.36M +$1.44M +13,008 +75%
ACI
161
Alpha Cubed Investments
California
$3.35M +$3.03M +27,255 +931%
OCM
162
One Capital Management
California
$3.33M +$2.37M +21,320 +245%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$3.3M +$340K +3,064 +11%
DIM
164
Delta Investment Management
California
$3.3M +$191K +1,725 +6%
RSWM
165
Robertson Stephens Wealth Management
California
$3.01M +$3.01M +27,074 New
B
166
Barings
North Carolina
$2.91M -$13.2M -119,095 -82%
KPWG
167
KFA Private Wealth Group
Virginia
$2.89M +$663K +5,973 +30%
PAMU
168
Pictet Asset Management (UK)
United Kingdom
$2.89M -$611K -5,500 -17%
A
169
AdvicePeriod
California
$2.85M -$2.38M -21,397 -45%
BRWA
170
B. Riley Wealth Advisors
Florida
$2.81M +$2.31M +20,793 +459%
EWMCB
171
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.72M +$2.72M +24,510 New
CIG
172
Cairn Investment Group
Washington
$2.66M +$923K +8,310 +53%
BEAM
173
Baker Ellis Asset Management
Washington
$2.64M +$2.64M +23,810 New
RHBC
174
R.H. Bluestein & Co
Michigan
$2.61M +$1.42M +12,818 +119%
TAIM
175
TD Ameritrade Investment Management
Nebraska
$2.61M -$242K -2,180 -8%
5 6
7
8 9