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
Q3 2019Matrix Advisors Value FundBuy1,9901,990$220
Q3 2019Renaissance Technologies LLCSell-1,30090,500$10,011
Q2 2019Renaissance Technologies LLCSell-50091,800$10,158
Q1 2019Renaissance Technologies LLCSell-6,60092,300$10,206
Q1 2019Sequoia Financial AdvisorsSell-7542,246$248
Q4 2018Sequoia Financial AdvisorsSell-1,3403,000$331
Q4 2018Renaissance Technologies LLCBuy60098,900$10,909
Q3 2018Renaissance Technologies LLCBuy18,10098,300$10,856
Q3 2018Sequoia Financial AdvisorsSell-8774,340$479
Q2 2018Sequoia Financial AdvisorsBuy375,217$576
Q1 2018Renaissance Technologies LLCBuy10,20080,200$8,852
Q1 2018Sequoia Financial AdvisorsBuy5,1805,180$572
Q4 2017Renaissance Technologies LLCBuy70,00070,000$7,717

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.

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