Stock Ownership/SHV

ISHARES TR (SHV): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in SHV. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
3
13F filers
Aggregate Value
$113.9M
Across holders
Last Price
$110.32
2026-08-24
Sector
—
GICS
Quarterly fund activity2 increased0 reduced2 exited
Full exits: CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC
Institutional Holders of SHV
↗
3 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund589K$65.0M57.1%0.1%Added$-47.2MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund437K$48.2M42.3%0.0%Added+$46.8MQ2 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund7K$722K0.6%0.0%Unchanged+$0Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$65.0M· 57.1% of total· 0.1% port· 589K sh· $-47.2M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$48.2M· 42.3% of total· 0.0% port· 437K sh· +$46.8M QoQ· Q2 2026
Gotham Asset Management, LLCUnchanged
Hedge Fund
$722K· 0.6% of total· 0.0% port· 7K sh· +$0 QoQ· Q2 2026
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