ISHARES SHORT TREASURY BOND (SHV) Institutional Ownership Changes & 13F Activity
ISHARES SHORT TREASURY BOND (SHV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Bank Of America Corp, Raymond James Financial Inc, Royal Bank Of Canada, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Noble Wealth Management Pbc | Sell | -1,089 | -82.3% | 235 | $25.93K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -1,019,769 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -6,991 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Silicon Valley Capital Partners | Sell | -143,321 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Anchor Investment Management, Llc | Sell | -846 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -84,575 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Anchor Capital Advisors Llc | Sell | -82,035 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 03, 2026 |
| Corient Private Wealth Llc | Sell | -40,417 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Atx Financial Planning, Llc | Sell | -18,289 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -2,518 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -30,676 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -8,098 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -6,893 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -2,450 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -135,360 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -118,070 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Sell | -30,367 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Sell | -23,995 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -22,668 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -17,948 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -4,646,794 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -3,198,846 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,445,040 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -1,298,292 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -1,001,611 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -817,426 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -599,791 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -587,723 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Acorns Advisers, Llc | Sell | -493,047 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -452,880 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about SHV activity
Which institutional owners are buying SHV?
Institutional owners buying SHV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SHV activity?
"Buy" means an investor increased their reported position in SHV compared to the prior reporting period. This reflects growing exposure to ISHARES SHORT TREASURY BOND (SHV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SHV increasing?
Institutional interest in SHV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.