iShares 0-1 Year Treasury Bond ETF
682 hedge funds and large institutions have $8.41B invested in iShares 0-1 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 78 closing their positions.
6% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 78
1.08% less ownership
Funds ownership: 47.51% → 46.44% (-1.1%)
2% less funds holding
Funds holding: 697 → 682 (-15)
5% less capital invested
Capital invested by funds: $8.86B → $8.41B (-$449M)
18% less funds holding in top 10
Funds holding in top 10: 83 → 68 (-15)
29% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 305
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$153M |
| 2 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$115M |
| 3 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$42.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$41.4M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$103M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$77.9M |
| 3 |
Goldman Sachs
New York
|
-$75.8M |
| 4 |
Betterment LLC
New York
|
-$58.5M |
| 5 |
Morgan Stanley
New York
|
-$56.6M |
SHV Hedge Fund Activity: Q1 2024 in Review
682 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2024, worth a combined $8.41B — down 5.1% from $8.86B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of SHV and 73 opened new positions — a net loss of 5 holders — while 305 trimmed existing stakes and 216 added.
The largest buyer was BlackRock, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $103M.
- 682 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2024, down from 697 in Q4 2023.
- Funds reported $8.41B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2024, down 5.1% quarter-over-quarter.
- 73 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2024 and 78 closed out, a net change of -5 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2024 was BlackRock, an estimated $153M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2024 was JP Morgan Chase, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2024.