iShares 0-1 Year Treasury Bond ETF
674 hedge funds and large institutions have $9.34B invested in iShares 0-1 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 245 increasing their positions, 255 reducing their positions, and 67 closing their positions.
11% more capital invested
Capital invested by funds: $8.41B → $9.34B (+$933M)
2.45% more ownership
Funds ownership: 46.44% → 48.89% (+2.5%)
4% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 67
0% more funds holding in top 10
Funds holding in top 10: 68 → 68 (0)
4% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 255
1% less funds holding
Funds holding: 682 → 674 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$631M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$155M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$80.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$67.3M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$66.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$52.5M |
| 2 |
Morgan Stanley
New York
|
-$48M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$34.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$32.7M |
SHV Hedge Fund Activity: Q2 2024 in Review
674 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2024, worth a combined $9.34B — up 11% from $8.41B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SHV positions and 67 closed out — a net gain of 3 holders — while 245 added to existing stakes and 255 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $631M. The largest seller was BlackRock, cutting an estimated $52.5M.
- 674 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2024, down from 682 in Q1 2024.
- Funds reported $9.34B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 70 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2024 and 67 closed out, a net change of +3 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $631M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2024 was BlackRock, an estimated $52.5M sold.
Based on aggregated 13F filings for Q2 2024.