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 %
SWA
176
SFMG Wealth Advisors
Texas
$2.6M +$2.6M +23,430 New
TIM
177
Tortoise Investment Management
New York
$2.6M +$1.92M +17,277 +282%
AR
178
Advisory Research
Illinois
$2.5M +$2.5M +22,510 New
AWM
179
Atticus Wealth Management
Florida
$2.48M +$2.48M +22,302 New
PFA
180
Pinnacle Family Advisors
Missouri
$2.44M +$1.58M +14,223 +185%
CAM
181
Cresset Asset Management
Illinois
$2.4M +$1.99M +17,886 +477%
MFW
182
Meristem Family Wealth
Minnesota
$2.38M +$552K +4,975 +30%
AI
183
AdvisorShares Investments
Maryland
$2.33M +$2.33M +20,980 New
SWP
184
Strategic Wealth Partners
Ohio
$2.29M – – –
PA
185
Parallel Advisors
California
$2.28M +$327K +2,948 +17%
ACM
186
Alethea Capital Management
Washington
$2.28M +$2.28M +20,534 New
SCA
187
Snowden Capital Advisors
New York
$2.28M +$89.4K +805 +4%
AC
188
Apella Capital
Connecticut
$2.26M +$2.26M +20,325 New
AA
189
Ancora Advisors
Ohio
$2.22M +$222K +2,000 +11%
HW
190
Hedeker Wealth
Illinois
$2.2M +$851K +7,665 +63%
SMFS
191
Squar Milner Financial Services
California
$2.11M +$2.11M +18,976 New
IFWM
192
Institute for Wealth Management
Colorado
$2.1M +$251K +2,260 +14%
PCP
193
Proficio Capital Partners
Massachusetts
$2.1M +$2.1M +18,880 New
CIBC World Market
194
CIBC World Market
Ontario, Canada
$2.09M +$2.09M +18,845 New
AP
195
Advisors Preferred
Maryland
$2.09M +$128K +1,150 +7%
OFG
196
OmniStar Financial Group
North Carolina
$2.01M +$2.01M +18,089 New
MAS
197
Managed Account Services
Florida
$1.95M +$1.95M +17,578 New
AWM
198
Argent Wealth Management
Massachusetts
$1.95M -$1.01M -9,114 -34%
EH
199
Equitable Holdings
New York
$1.92M +$1.92M +17,269 New
HH
200
Hilltop Holdings
Texas
$1.91M -$666 -6 -0%
6 7
8
9 10