iShares 0-1 Year Treasury Bond ETF
675 hedge funds and large institutions have $9.5B invested in iShares 0-1 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 260 increasing their positions, 248 reducing their positions, and 68 closing their positions.
20% more capital inflows, than outflows
Capital inflows: $1.08B | Capital outflows: $899M
10% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 68
5% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 248
0.07% more ownership
Funds ownership: 48.89% → 48.95% (+0.07%)
0% more funds holding
Funds holding: 675 → 675 (0)
4% less funds holding in top 10
Funds holding in top 10: 68 → 65 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$191M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$176M |
| 3 |
Morgan Stanley
New York
|
+$115M |
| 4 |
BlackRock
New York
|
+$72M |
| 5 |
Bulltick Wealth Management
Miami,
Florida
|
+$57.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$103M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$42.1M |
| 3 |
SG Americas Securities
New York
|
-$39.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$37.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$34.7M |
SHV Hedge Fund Activity: Q3 2024 in Review
675 of the 6,986 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2024, worth a combined $9.5B — up 1.8% from $9.34B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SHV positions and 68 closed out — a net gain of 7 holders — while 260 added to existing stakes and 248 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was AllianceBernstein, cutting an estimated $103M.
- 675 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $9.5B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
- 75 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2024 and 68 closed out, a net change of +7 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $191M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2024 was AllianceBernstein, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2024.