SHV · Insider trading · 13F holders · Congress trades
iShares Short Treasury Bond ETF (SHV)
Who is buying and selling SHV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 220
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
SHV at a glance
- No open-market insider purchases or sales of SHV were filed in the last 90 days.
- 220 13F filers hold SHV among their 50 largest positions, worth $3.3B combined. The biggest bets by portfolio weight are Hansen & Associates Financial Group, Inc. (27.0%), A&i Financial Services, LLC (18.2%) and Marks Wealth, LLC (18.1%). In their latest 13Fs, 3 managers opened a new position and 50 added to one.
- Members of Congress have disclosed 2 SHV trades since 2023, 2 purchases and 0 sales in the past year; the latest was Lois Frankel (D-FL), buying $1K–15K on Aug 9, 2023.
- SHV last closed at $110.43 on Oct 30, 2026.
SHV insider trading
No open-market insider purchases or sales of SHV were filed in the last 90 days.
Who owns SHV? Hedge funds and superinvestors
220 13F filers hold SHV among their 50 largest positions, worth $3.3B combined. The biggest bets by portfolio weight are Hansen & Associates Financial Group, Inc. (27.0%), A&i Financial Services, LLC (18.2%) and Marks Wealth, LLC (18.1%). In their latest 13Fs, 3 managers opened a new position and 50 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Assetmark, IncWealth manager | 0.6% | $360.5M | 3,267,462 | — | Q3 2026 |
| Wealthfront Advisers LLCWealth manager | 0.5% | $235.4M | 2,133,613 | +4.2% shares | Q2 2026 |
| Wealthspire Retirement, LLCInstitutional asset manager | 8.9% | $162.9M | 1,478,117 | +42.9% shares | Q2 2026 |
| Banco Bilbao Vizcaya Argentaria, S.a.Bank & trust | 1.0% | $159.5M | 1,444,594 | +0.8% shares | Q2 2026 |
| Trust CoBank & trust | 8.5% | $98.2M | 890,208 | +10.4% shares | Q3 2026 |
| Ausdal Financial Partners, Inc.Wealth manager | 3.5% | $90.2M | 817,426 | +91.4% shares | Q2 2026 |
| Marks Wealth, LLCWealth manager | 18.1% | $83.5M | 756,645 | -64.9% shares | Q2 2026 |
| Americana Partners, LLCWealth manager | 1.7% | $81.7M | 740,633 | -4.1% shares | Q3 2026 |
| Townsend & Associates, IncWealth manager | 6.3% | $74.5M | 675,862 | +1.7% shares | Q3 2026 |
| Oakworth Capital, Inc.Asset manager | 3.3% | $69.2M | 626,853 | +2.7% shares | Q3 2026 |
| White Lighthouse Investment Management Inc.Wealth manager | 8.0% | $66.2M | 600,216 | -1.1% shares | Q3 2026 |
| Foundations Investment Advisors, LLCWealth manager | 0.7% | $64.9M | 587,723 | +49.2% shares | Q2 2026 |
| Cynosure Group, LLCHedge fund | 9.0% | $60.2M | 545,206 | -0.2% shares | Q2 2026 |
| Arax Advisory PartnersWealth manager | 0.4% | $54.7M | 495,679 | — | Q2 2026 |
| Acorns Advisers, LLCWealth manager | 0.4% | $54.4M | 493,047 | +1.3% shares | Q2 2026 |
| Hansen & Associates Financial Group, Inc.Wealth manager | 27.0% | $47.1M | 427,909 | -9.9% shares | Q2 2026 |
| LaSalle St. Investment Advisors, LLCWealth manager | 5.6% | $45.8M | 414,903 | +8.0% shares | Q2 2026 |
| Able Wealth Management LLCWealth manager | 9.6% | $43.5M | 395,260 | +0.8% shares | Q3 2026 |
| A&i Financial Services, LLCWealth manager | 18.2% | $43.0M | 389,898 | — | Q3 2026 |
| Global Retirement Partners, LLCInstitutional asset manager | 0.7% | $42.6M | 386,432 | -20.2% shares | Q2 2026 |
| Financial Consulate, IncWealth manager | 4.3% | $39.0M | 353,376 | +1.6% shares | Q3 2026 |
| Bulltick Wealth Management, LLCWealth manager | 7.8% | $38.4M | 347,973 | +61.3% shares | Q2 2026 |
| Advisory Services Network, LLCWealth manager | 0.4% | $32.6M | 295,245 | +0.3% shares | Q2 2026 |
| Fund Evaluation Group, LLCInstitutional asset manager | 0.8% | $31.1M | 281,843 | +1.5% shares | Q2 2026 |
| Family Manage LLCInstitutional asset manager | 3.1% | $29.7M | 269,055 | -13.2% shares | Q2 2026 |
| AdvisorNet Financial, IncWealth manager | 1.3% | $29.3M | 265,811 | +31.7% shares | Q3 2026 |
| Allred Capital Management, LLCWealth manager | 9.5% | $28.8M | 261,023 | +12.7% shares | Q2 2026 |
| Maseco LLPWealth manager | 0.8% | $28.2M | 255,334 | -12.8% shares | Q3 2026 |
| Bull Oak Capital, LLCWealth manager | 9.1% | $27.8M | 252,427 | +0.2% shares | Q3 2026 |
| Mullooly Asset Management, Inc.Wealth manager | 8.4% | $27.5M | 248,775 | +8.5% shares | Q2 2026 |
The 30 largest of 220 positions, by value. Each manager counts with its latest 13F (Q3 2026: 103, Q2 2026: 115, Q1 2026: 2). Screen SHV in the grand portfolio →
SHV stock trades by members of Congress
Members of Congress have disclosed 2 SHV trades since 2023, 2 purchases and 0 sales in the past year; the latest was Lois Frankel (D-FL), buying $1K–15K on Aug 9, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 26, 2023 | Lois FrankelD-FL · House | Buy | $1K–15K | Aug 9, 2023 | +0.3% |
| Aug 26, 2023 | Lois FrankelD-FL · House | Buy | $1K–15K | Aug 7, 2023 | +0.3% |
SHV questions and answers
Are insiders buying SHV stock?
No open-market insider purchases or sales of SHV were filed in the last 90 days.
Which hedge funds own SHV?
220 13F filers hold SHV among their 50 largest positions, worth $3.3B combined. The biggest bets by portfolio weight are Hansen & Associates Financial Group, Inc. (27.0%), A&i Financial Services, LLC (18.2%) and Marks Wealth, LLC (18.1%). In their latest 13Fs, 3 managers opened a new position and 50 added to one.
Has Congress traded SHV?
Members of Congress have disclosed 2 SHV trades since 2023, 2 purchases and 0 sales in the past year; the latest was Lois Frankel (D-FL), buying $1K–15K on Aug 9, 2023.
Who is the largest holder of SHV?
Among 13F filers, Assetmark, Inc reports the largest SHV position, $360.5M (3,267,462 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Hansen & Associates Financial Group, Inc.'s: 27.0% of its portfolio.
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