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iShares 0-1 Year Treasury Bond ETF
SHV

458 hedge funds and large institutions have $7.2B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 107 increasing their positions, 207 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 60

1.97% more ownership

Funds ownership: 43.27% → 45.23% (+2%)

1% more funds holding

Funds holding: 453 → 458 (+5)

7% less capital invested

Capital invested by funds: $7.71B → $7.2B (-$509M)

15% less funds holding in top 10

Funds holding in top 10: 34 → 29 (-5)

48% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 207

Holders
458
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
8.04%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.51%
New
70
Increased
107
Reduced
207
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$65.6M
2
WS
Wedbush Securities
California
+$44.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$31.1M
4
AWM
AE Wealth Management
Kansas
+$29.6M
5
PC
Peavine Capital
Nevada
+$22.5M

Top Sellers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
-$355M
2
Bank of America
Bank of America
North Carolina
-$90.7M
3
BlackRock
BlackRock
New York
-$75.9M
4
Betterment LLC
Betterment LLC
New York
-$66.2M
5
Wells Fargo
Wells Fargo
California
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
151
Cedar Capital
Illinois
$1.95M -$161K -1,461 -8%
BZWA
152
Blue Zone Wealth Advisors
California
$1.95M -$1.59M -14,355 -45%
HC
153
Hamilton Capital
Ohio
$1.92M -$177K -1,606 -8%
SCA
154
Stuart Chaussee & Associates
California
$1.91M +$1.44M +12,987 +303%
HBT
155
Heartland Bank & Trust
Illinois
$1.87M +$792K +7,163 +74%
AC
156
Apella Capital
Connecticut
$1.86M -$175K -1,584 -9%
AC
157
Annandale Capital
Texas
$1.86M -$10.8K -98 -0.6%
VCM
158
Virtue Capital Management
Tennessee
$1.85M +$1.85M +16,702 New
BAM
159
Belpointe Asset Management
Nevada
$1.84M +$304K +2,754 +20%
BEAM
160
Baker Ellis Asset Management
Washington
$1.83M -$421K -3,810 -19%
PA
161
Pinnacle Associates
New York
$1.8M – – –
MA
162
Mutual Advisors
Nebraska
$1.78M -$114K -1,036 -6%
KeyBank National Association
163
KeyBank National Association
Ohio
$1.78M -$79K -715 -4%
AI
164
Atria Investments
North Carolina
$1.77M -$645K -5,838 -27%
APCM
165
Alaska Permanent Capital Management
Alaska
$1.75M -$325K -2,940 -16%
IFS
166
Ifrah Financial Services
Arkansas
$1.74M -$37.1K -336 -2%
HGWM
167
Horst & Graben Wealth Management
Oregon
$1.74M -$988K -8,939 -36%
SW
168
SlateStone Wealth
Florida
$1.71M -$473K -4,280 -22%
PWMAG
169
Pinnacle Wealth Management Advisory Group
New Jersey
$1.7M – – –
AL
170
Aspiriant LLC
California
$1.68M – – –
PPW
171
Parcion Private Wealth
Washington
$1.67M -$114K -1,030 -6%
BPA
172
Beacon Pointe Advisors
California
$1.66M +$1.66M +15,035 New
KJHP
173
K.J. Harrison & Partners
Ontario, Canada
$1.66M – – –
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$1.59M +$1.45M +13,151 +1,055%
HKAM
175
Horizon Kinetics Asset Management
New York
$1.56M -$8.9M -80,531 -85%
5 6
7
8 9

SHV Hedge Fund Activity: Q1 2021 in Review

458 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2021, worth a combined $7.2B — down 6.6% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SHV positions and 60 closed out — a net gain of 10 holders — while 107 added to existing stakes and 207 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $65.6M. The largest seller was Milliman Financial Risk Management, cutting an estimated $355M.

  • 458 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2021, up from 453 in Q4 2020.
  • Funds reported $7.2B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2021, down 6.6% quarter-over-quarter.
  • 70 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2021 and 60 closed out, a net change of +10 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2021 was 3EDGE Asset Management, an estimated $65.6M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2021 was Milliman Financial Risk Management, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2021.