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iShares 0-1 Year Treasury Bond ETF
SHV

422 hedge funds and large institutions have $6.18B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% more ownership

Funds ownership: 43.18% → 44.12% (+0.95%)

3% less capital invested

Capital invested by funds: $6.33B → $6.18B (-$159M)

3% less funds holding

Funds holding: 437 → 422 (-15)

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

43% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 181

Holders
422
Holders Change
-15
Holders Change %
-3.43%
% of All Funds
7.39%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.33%
New
40
Increased
104
Reduced
181
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$173M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$140M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$38M
4
AP
Advisors Preferred
Maryland
+$23.1M
5
MAM
Meeder Asset Management
Ohio
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$109M
2
Morgan Stanley
Morgan Stanley
New York
-$66.7M
3
CA
CSM Advisors
Pennsylvania
-$41.4M
4
NRA
NSI Retail Advisors
Pennsylvania
-$41.4M
5
DWA
Divergent Wealth Advisors
Utah
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
151
SlateStone Wealth
Florida
$1.56M – – –
TNBTD
152
Trustmark National Bank Trust Department
Mississippi
$1.56M – – –
OFG
153
OmniStar Financial Group
North Carolina
$1.48M -$84.8K -768 -5%
AA
154
Alesco Advisors
New York
$1.45M +$43.1K +390 +3%
PA
155
Pinnacle Associates
New York
$1.44M – – –
MAFM
156
Mid Atlantic Financial Management
Pennsylvania
$1.42M -$167K -1,510 -11%
EWMCB
157
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.38M +$635K +5,752 +86%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$1.37M -$3.75M -33,966 -73%
PWMAG
159
Pinnacle Wealth Management Advisory Group
New Jersey
$1.34M – – –
PFM
160
Patton Fund Management
Texas
$1.33M +$33.5K +303 +3%
MMA
161
Miracle Mile Advisors
California
$1.33M -$55.8K -505 -4%
AIP
162
Almanack Investment Partners
Pennsylvania
$1.28M +$1.28M +11,615 New
CA
163
Calton & Associates
Florida
$1.24M -$3.91M -35,435 -76%
SWA
164
SFMG Wealth Advisors
Texas
$1.23M -$97.1K -879 -7%
CMP
165
Courage Miller Partners
Virginia
$1.22M +$174K +1,578 +17%
IAN
166
Integrated Advisors Network
Texas
$1.21M -$168K -1,523 -12%
AR
167
Advisory Research
Illinois
$1.2M – – –
PA
168
Perennial Advisors
New York
$1.2M +$96.7K +875 +9%
FNBOSM
169
First National Bank of South Miami
Florida
$1.18M -$17K -154 -1%
CCWA
170
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.18M -$25.3K -229 -2%
SA
171
Sicart Associates
New York
$1.17M – – –
FMC
172
Financial Management Concepts
Florida
$1.17M – – –
MWM
173
Mattern Wealth Management
Kansas
$1.15M – – –
Cerity Partners
174
Cerity Partners
New York
$1.13M -$1.13M -10,205 -50%
KAS
175
Kestra Advisory Services
Texas
$1.12M +$28.9K +262 +3%
5 6
7
8 9

SHV Hedge Fund Activity: Q3 2021 in Review

422 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2021, worth a combined $6.18B — down 2.5% from $6.33B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of SHV and 40 opened new positions — a net loss of 7 holders — while 181 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $173M. The largest seller was Betterment LLC, cutting an estimated $109M.

  • 422 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2021, down from 437 in Q2 2021.
  • Funds reported $6.18B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 40 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2021 and 47 closed out, a net change of -7 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2021 was BlackRock, an estimated $173M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2021 was Betterment LLC, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2021.