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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
BlackRock
1
BlackRock
New York
$1.44B +$533M +4,833,775 +59%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$575M +$347M +3,147,534 +152%
Morgan Stanley
3
Morgan Stanley
New York
$568M -$121M -1,097,764 -18%
Wells Fargo
4
Wells Fargo
California
$424M +$15.2M +137,455 +4%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$391M -$9.26K -84 -2%
Bank of America
6
Bank of America
North Carolina
$292M -$52.1M -472,041 -15%
LPL Financial
7
LPL Financial
California
$210M +$13.3M +120,706 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$193M -$803M -7,282,415 -81%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$164M +$145M +1,315,065 +772%
Betterment LLC
10
Betterment LLC
New York
$143M -$10.5M -95,268 -7%
UBS Group
11
UBS Group
Switzerland
$143M -$62.9M -570,580 -30%
BBVA
12
Banco Bilbao Vizcaya Argentaria
Spain
$142M -$45.3M -411,029 -24%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$133M +$13.4M +121,071 +11%
NRI
14
NFP Retirement Inc
California
$131M +$2.73M +24,744 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$124M +$124M +1,123,406 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$119M -$20.6M -187,208 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$112M -$17.2M -155,990 -13%
BWM
18
Bulltick Wealth Management
Florida
$95.1M +$23.7M +215,338 +33%
Renaissance Technologies
19
Renaissance Technologies
New York
$92.3M +$9.04M +82,000 +11%
ACA
20
Anchor Capital Advisors
Massachusetts
$85.5M -$26.1M -236,469 -23%
Ameriprise
21
Ameriprise
Minnesota
$81.4M -$6.7M -60,780 -8%
Wealthfront Advisers
22
Wealthfront Advisers
California
$81M -$56.4M -511,667 -41%
Truist Financial
23
Truist Financial
North Carolina
$78.8M -$19.4M -176,029 -20%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$77.4M -$384K -3,478 -0.5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$75.3M -$17.2M -156,365 -19%

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.