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iShares 0-1 Year Treasury Bond ETF
SHV

453 hedge funds and large institutions have $7.71B invested in iShares 0-1 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 113 increasing their positions, 189 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 63

3% more funds holding

Funds holding: 439 → 453 (+14)

1.81% less ownership

Funds ownership: 45.08% → 43.27% (-1.8%)

17% less capital invested

Capital invested by funds: $9.24B → $7.71B (-$1.53B)

31% less funds holding in top 10

Funds holding in top 10: 49 → 34 (-15)

40% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 189

Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
8.01%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.6%
New
83
Increased
113
Reduced
189
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
2
BlackRock
BlackRock
New York
+$89.1M
3
PC
Peavine Capital
Nevada
+$72M
4
LPL Financial
LPL Financial
California
+$37.7M
5
DWA
Divergent Wealth Advisors
Utah
+$35.3M

Top Sellers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
-$689M
2
JP Morgan Chase
JP Morgan Chase
New York
-$409M
3
CC
Cassaday & Co
Virginia
-$129M
4
Jane Street
Jane Street
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
151
SFMG Wealth Advisors
Texas
$2.4M +$1.44K +13 +0.1%
A
152
AdvicePeriod
California
$2.39M -$220K -1,988 -8%
Prudential Financial
153
Prudential Financial
New Jersey
$2.36M +$1.46M +13,173 +161%
SCM
154
SOL Capital Management
Maryland
$2.35M -$2.06M -18,637 -47%
TAIM
155
TD Ameritrade Investment Management
Nebraska
$2.34M -$54.1K -489 -2%
KWM
156
Kingsview Wealth Management
Oregon
$2.34M +$987K +8,926 +73%
NA
157
NewEdge Advisors
Louisiana
$2.27M +$108K +974 +5%
ACM
158
Alethea Capital Management
Washington
$2.27M – – –
BEAM
159
Baker Ellis Asset Management
Washington
$2.25M -$367K -3,320 -14%
FWSM
160
First Wilshire Securities Management
California
$2.24M -$16.6K -150 -0.7%
PFA
161
Pathway Financial Advisors
Vermont
$2.2M -$2.94M -26,561 -57%
FIM
162
Freedom Investment Management
Connecticut
$2.2M -$1.54M -13,917 -41%
SW
163
SlateStone Wealth
Florida
$2.19M -$1.81M -16,369 -45%
PAS
164
Park Avenue Securities
New York
$2.16M -$2.65K -24 -0.1%
PFM
165
Patton Fund Management
Texas
$2.13M +$835K +7,551 +64%
Creative Planning
166
Creative Planning
Kansas
$2.12M +$329K +2,973 +18%
SS
167
Simplicity Solutions
Minnesota
$2.11M -$456K -4,126 -18%
CC
168
Cedar Capital
Illinois
$2.11M -$1.82M -16,471 -46%
HC
169
Hamilton Capital
Ohio
$2.1M -$4.96M -44,820 -70%
APCM
170
Alaska Permanent Capital Management
Alaska
$2.08M – – –
CIG
171
Cairn Investment Group
Washington
$2.08M +$64.2K +580 +3%
AC
172
Apella Capital
Connecticut
$2.04M -$460K -4,159 -18%
BII
173
Bainco International Investors
Massachusetts
$1.97M -$423K -3,825 -18%
MA
174
Mutual Advisors
Nebraska
$1.9M -$5.84M -52,824 -75%
AC
175
Annandale Capital
Texas
$1.88M +$1.88M +16,963 New
5 6
7
8 9

SHV Hedge Fund Activity: Q4 2020 in Review

453 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2020, worth a combined $7.71B — down 17% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SHV positions and 63 closed out — a net gain of 20 holders — while 113 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $112M. The largest seller was Milliman Financial Risk Management, cutting an estimated $689M.

  • 453 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2020, up from 439 in Q3 2020.
  • Funds reported $7.71B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2020, down 17% quarter-over-quarter.
  • 83 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2020 and 63 closed out, a net change of +20 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2020 was Fidelity Investments, an estimated $112M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2020 was Milliman Financial Risk Management, an estimated $689M sold.

Based on aggregated 13F filings for Q4 2020.