We are live on ! Find out more
SHV icon

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
MSFS
151
Main Street Financial Solutions
Pennsylvania
$6.87M +$2.41M +21,837 +54%
WS
152
Wedbush Securities
California
$6.82M -$767K -6,954 -10%
US Bancorp
153
US Bancorp
Minnesota
$6.72M -$524K -4,748 -7%
Citigroup
154
Citigroup
New York
$6.69M +$102K +926 +2%
TIAM2
155
Tru Independence Asset Management 2
Oregon
$6.48M -$16.8K -152 -0.3%
FMN
156
Financial Management Network
California
$6.47M -$866K -7,857 -12%
FTUS
157
Flow Traders U.S.
New York
$6.41M -$7.74M -70,149 -55%
PA
158
Parallel Advisors
California
$6.33M -$559K -5,073 -8%
DC
159
Davenport & Co
Virginia
$6.28M +$4.07M +36,899 +184%
ALC
160
Alexander Labrunerie & Co
Missouri
$6.24M +$39.9K +362 +0.6%
DAS
161
Dynamic Advisor Solutions
Arizona
$6.18M +$1.74M +15,757 +39%
PAG
162
Private Advisory Group
Washington
$6.12M +$4.08M +37,003 +199%
UBV
163
United Bank (Virginia)
Virginia
$6.08M +$35.6K +323 +0.6%
NWAG
164
Net Worth Advisory Group
Utah
$6.07M +$1.69M +15,353 +39%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$6.07M -$1.58M -14,322 -21%
AssetMark Inc
166
AssetMark Inc
California
$6.05M +$255K +2,310 +4%
MA
167
Mutual Advisors
Nebraska
$5.96M +$338K +3,069 +6%
AI
168
Atria Investments
North Carolina
$5.88M -$2.2M -19,924 -27%
DADC
169
D.A. Davidson & Co
Montana
$5.81M +$5.82M +52,734 New
NA
170
NewEdge Advisors
Louisiana
$5.8M +$2.38M +21,565 +69%
AI
171
AXS Investments
New York
$5.79M +$5.8M +52,610 New
CA
172
Clearstead Advisors
Ohio
$5.78M -$74.1K -672 -1%
AR
173
Advisory Research
Illinois
$5.74M +$1.1M +9,990 +24%
AWA
174
Arete Wealth Advisors
Illinois
$5.71M -$3.65M -33,083 -39%
SCM
175
SOL Capital Management
Maryland
$5.71M -$172K -1,560 -3%

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.