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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
SA
201
Sanctuary Advisors
Indiana
$4.29M -$295K -2,672 -6%
GAM
202
Gould Asset Management
California
$4.27M +$1.17M +10,637 +38%
CFA
203
Camarda Financial Advisors
Florida
$4.21M -$1.97M -17,845 -32%
IFWM
204
Institute for Wealth Management
Colorado
$4.14M +$1.24M +11,241 +43%
KeyBank National Association
205
KeyBank National Association
Ohio
$4.13M -$165K -1,492 -4%
MCM
206
MAI Capital Management
Ohio
$4.05M +$4.05M +36,741 New
GC
207
Gould Capital
Washington
$4.03M +$143K +1,299 +4%
FPW
208
Flagship Private Wealth
Massachusetts
$3.99M +$2.97M +26,921 +289%
IAS
209
Insigneo Advisory Services
Florida
$3.98M +$138K +1,253 +4%
AIP
210
Alexis Investment Partners
Texas
$3.97M +$3.98M +36,070 New
SWM
211
Spire Wealth Management
Virginia
$3.95M +$112K +1,012 +3%
PFM
212
Patton Fund Management
Texas
$3.9M -$387K -3,509 -9%
FA
213
Fountainhead AM
New Jersey
$3.89M +$794K +7,202 +26%
BCI
214
Brinker Capital Investments
Pennsylvania
$3.84M +$1.57M +14,228 +69%
OPS
215
Orion Portfolio Solutions
Nebraska
$3.84M +$1.57M +14,228 +69%
IHL
216
Investment House LLC
California
$3.74M -$1.06M -9,579 -22%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$3.74M -$5.2M -47,128 -58%
EAMA
218
EFG Asset Management (Americas)
Florida
$3.72M -$389K -3,525 -9%
SPWM
219
Spartan Planning & Wealth Management
North Carolina
$3.71M +$3.72M +33,698 New
MOS
220
MGO One Seven
Ohio
$3.63M +$123K +1,117 +4%
FAM
221
Frontier Asset Management
Wyoming
$3.6M -$256K -2,319 -7%
LFASL
222
Lugano Financial Advisors SA (LFA)
Switzerland
$3.56M +$3.56M +32,299 New
CSP
223
Cary Street Partners
Virginia
$3.51M +$3.52M +31,914 New
IIM
224
Ironwood Investment Management
Massachusetts
$3.49M +$65.5K +594 +2%
SW
225
SVB Wealth
Massachusetts
$3.45M +$3.45M +31,326 New

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.