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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
LWM
176
Laidlaw Wealth Management
New York
$5.69M +$1.06M +9,586 +23%
AAS
177
Avantax Advisory Services
Texas
$5.63M -$986K -8,938 -15%
CA
178
CoreCap Advisors
Michigan
$5.59M -$2.02M -18,303 -27%
PCIG
179
Partners Capital Investment Group
Massachusetts
$5.55M -$12.2M -110,531 -69%
OC
180
Oakworth Capital
Alabama
$5.55M +$1.27M +11,539 +30%
AWM
181
AE Wealth Management
Kansas
$5.43M +$531K +4,812 +11%
USCWA
182
U.S. Capital Wealth Advisors
Texas
$5.4M +$5.41M +49,047 New
RWM
183
Ritholtz Wealth Management
New York
$5.37M -$75.1K -681 -1%
VFO
184
Virtus Family Office
Texas
$5.32M +$4.47M +40,525 +519%
ANTB
185
AMG National Trust Bank
Colorado
$5.19M +$321K +2,910 +7%
VWM
186
VanWeelden Wealth Management
Ohio
$4.98M +$4.99M +45,257 New
KFGG
187
Keystone Financial Group (Georgia)
Georgia
$4.9M +$4.9M +44,458 New
WCG
188
Weaver Consulting Group
California
$4.87M -$189K -1,717 -4%
CCFM
189
Clear Creek Financial Management
Washington
$4.86M +$2.64M +23,982 +119%
TGAM
190
TBH Global Asset Management
Tennessee
$4.81M +$715K +6,480 +17%
JIR
191
James Investment Research
Ohio
$4.77M -$73.9K -670 -2%
HBT
192
Heartland Bank & Trust
Illinois
$4.7M -$442K -4,004 -9%
CW
193
CreativeOne Wealth
Kansas
$4.6M +$226K +2,047 +5%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$4.58M -$640K -5,804 -12%
AIS
195
American Investment Services
Massachusetts
$4.56M +$868K +7,873 +23%
SC
196
Scotia Capital
Ontario, Canada
$4.56M +$929K +8,420 +26%
SS
197
SBI Securities
Japan
$4.55M +$4.56M +41,341 New
CHJWM
198
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.53M -$401K -3,634 -8%
VA
199
Vident Advisory
Georgia
$4.44M +$631K +5,719 +17%
HZ
200
Hixon Zuercher
Ohio
$4.42M +$218K +1,973 +5%

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.