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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Private Capital Group, and Matrix Advisors Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-1,37610,333$1,140,660
Q4 2025Sequoia Financial AdvisorsSell-52311,709$1,289,747
Q3 2025Sequoia Financial AdvisorsSell-2,54512,232$1,351,514
Q2 2025Sequoia Financial AdvisorsSell-10,14514,777$1,631,677
Q1 2025Renaissance Technologies LLCBuy202,7001,040,800$114,966,768
Q1 2025Sequoia Financial AdvisorsSell-1,43124,922$2,752,882
Q4 2024Renaissance Technologies LLCBuy82,000838,100$92,283,191
Q4 2024Sequoia Financial AdvisorsSell-10,72426,353$2,901,686
Q3 2024Renaissance Technologies LLCBuy51,100756,100$83,647,343
Q3 2024Sequoia Financial AdvisorsSell-12,06337,077$4,101,801
Q2 2024Sequoia Financial AdvisorsSell-5,28949,140$5,429,958
Q1 2024Sequoia Financial AdvisorsSell-63,83654,429$6,016,621
Q4 2023Renaissance Technologies LLCBuy248,100705,000$77,642
Q4 2023Sequoia Financial AdvisorsBuy115,743118,265$13,024,546
Q3 2023Renaissance Technologies LLCBuy139,800456,900$50,474
Q1 2023Renaissance Technologies LLCBuy50,400317,100$35,040
Q1 2023Matrix Private Capital GroupBuy453453$50,057
Q4 2022Renaissance Technologies LLCBuy65,400266,700$29,316
Q4 2022Sequoia Financial AdvisorsSell-7662,522$277,218
Q3 2022Renaissance Technologies LLCBuy20,600201,300$22,143
Q2 2022Renaissance Technologies LLCBuy178,600180,700$19,895
Q2 2021Renaissance Technologies LLCSell-8,4002,100$232
Q1 2021Renaissance Technologies LLCSell-119,12610,500$1,160
Q4 2020Matrix Advisors Value FundBuy1294,994$552
Q3 2020Matrix Advisors Value FundSell-1454,865$539
Q2 2020Matrix Advisors Value FundBuy4275,010$555
Q1 2020Matrix Advisors Value FundSell-1074,583$509
Q4 2019Renaissance Technologies LLCBuy39,126129,626$14,318
Q4 2019Matrix Advisors Value FundBuy2,7004,690$518
Q4 2019Sequoia Financial AdvisorsBuy1,0423,288$363

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.

Related SHV Institutional Insights