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iShares 0-1 Year Treasury Bond ETF
SHV

595 hedge funds and large institutions have $15.4B invested in iShares 0-1 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 212 increasing their positions, 205 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 75

8% more funds holding

Funds holding: 551 → 595 (+44)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 205

0% more capital invested

Capital invested by funds: $15.3B → $15.4B (+$74.6M)

7% less funds holding in top 10

Funds holding in top 10: 91 → 85 (-6)

10.93% less ownership

Funds ownership: 66.39% → 55.46% (-11%)

Holders
595
Holders Change
+44
Holders Change %
+7.99%
% of All Funds
9.56%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.37%
New
132
Increased
212
Reduced
205
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$365M
2
Mariner
Mariner
Kansas
+$146M
3
Morgan Stanley
Morgan Stanley
New York
+$137M
4
SW
SVB Wealth
Massachusetts
+$94.4M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
-$1.57B
2
CCMG
Clark Capital Management Group
Pennsylvania
-$592M
3
AssetMark Inc
AssetMark Inc
California
-$278M
4
FCH
Freestone Capital Holdings
Washington
-$214M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$211M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
226
Sandy Cove Advisors
Massachusetts
$3.1M +$911K +8,291 +42%
SKK
227
Shepherd Kaplan Krochuk
Massachusetts
$3.05M +$117K +1,060 +4%
SFP
228
Shepherd Financial Partners
Massachusetts
$3.03M +$1.14M +10,380 +60%
JFG
229
Jefferies Financial Group
New York
$2.99M +$2.99M +27,224 New
GA
230
GFS Advisors
Texas
$2.95M -$27.5K -250 -0.9%
FMN
231
Financial Management Network
California
$2.95M +$2.95M +26,810 New
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$2.91M -$13.7K -125 -0.5%
RWB
233
RMR Wealth Builders
New Jersey
$2.89M +$894K +8,131 +45%
PFM
234
Patton Fund Management
Texas
$2.87M -$14.7K -134 -0.5%
APG
235
Abacus Planning Group
South Carolina
$2.85M +$757K +6,887 +36%
LF
236
Lee Financial
Texas
$2.79M +$2.79M +25,340 New
OFG
237
OmniStar Financial Group
North Carolina
$2.77M +$26.2K +238 +1%
CAAS
238
Capital Asset Advisory Services
Michigan
$2.73M +$1.35M +12,253 New
CFGS
239
Concourse Financial Group Securities
Alabama
$2.71M +$599K +5,451 +28%
BA
240
Bridge Advisory
California
$2.63M +$2.63M +23,941 New
EAMA
241
EFG Asset Management (Americas)
Florida
$2.62M -$8.68K -79 -0.3%
GA
242
Greenspring Advisors
Maryland
$2.61M -$231K -2,102 -8%
Principal Financial Group
243
Principal Financial Group
Iowa
$2.57M +$2.57M +23,375 New
TA
244
Townsend & Associates
Colorado
$2.52M +$2.51M +22,869 New
SPWM
245
Spartan Planning & Wealth Management
North Carolina
$2.5M -$14M -127,568 -85%
VC
246
Veracity Capital
Georgia
$2.46M +$112K +1,019 +5%
FA
247
Fermata Advisors
California
$2.44M +$727K +6,616 +43%
MFC
248
Morris Financial Concepts
South Carolina
$2.39M +$2.27M +20,669 +1,976%
DC
249
Davenport & Co
Virginia
$2.33M -$178K -1,619 -7%
ML
250
Mayport LLC
Massachusetts
$2.3M -$548K -4,990 -19%
8 9
10
11 12

SHV Hedge Fund Activity: Q4 2022 in Review

595 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2022, worth a combined $15.4B — up 0.49% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new SHV positions and 75 closed out — a net gain of 57 holders — while 212 added to existing stakes and 205 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $365M. The largest seller was Exchange Traded Concepts, cutting an estimated $1.57B.

  • 595 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2022, up from 551 in Q3 2022.
  • Funds reported $15.4B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2022, up 0.49% quarter-over-quarter.
  • 132 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2022 and 75 closed out, a net change of +57 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2022 was Charles Schwab, an estimated $365M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2022 was Exchange Traded Concepts, an estimated $1.57B sold.

Based on aggregated 13F filings for Q4 2022.