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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
HNB
451
Huntington National Bank
Ohio
$385K – – –
VC
452
Vicus Capital
Pennsylvania
$362K -$2.09K -19 -0.6%
CP
453
Castleview Partners
Texas
$362K +$19.2K +175 +6%
SCM
454
SOL Capital Management
Maryland
$361K +$361K +3,285 New
LC
455
LTG Capital
Massachusetts
$358K +$358K +3,258 New
WFA
456
WestHill Financial Advisors
California
$352K +$11.9K +108 +3%
FFA
457
Farther Finance Advisors
California
$352K +$351K +3,198 New
FLA
458
Financial Life Advisors
Texas
$352K +$351K +3,198 New
FHB
459
First Hawaiian Bank
Hawaii
$349K +$2.64K +24 +0.8%
TWC
460
TD Waterhouse Canada
Ontario, Canada
$348K +$88.8K +808 +37%
AIC
461
Archer Investment Corporation
Indiana
$348K +$330K +3,000 +1,852%
AWMNH
462
Arcadia Wealth Management (New Hampshire)
New Hampshire
$336K +$336K +3,060 New
MC
463
Moors & Cabot
Massachusetts
$333K -$64.3K -585 -16%
LWAC
464
Laurel Wealth Advisors (California)
California
$333K -$21.5K -196 -6%
CFG
465
Cooper Financial Group
California
$333K +$88.5K +805 +36%
EFL
466
ERn Financial LLC
Wisconsin
$329K +$54.3K +494 +20%
PWM
467
Perigon Wealth Management
California
$321K +$321K +2,923 New
Invesco
468
Invesco
Georgia
$317K -$272K -2,479 -46%
VF
469
VitalStone Financial
Texas
$316K +$317K +2,881 New
IUHSA
470
Itau Unibanco Holding S.A.
Brazil
$312K – – –
MCM
471
Mattern Capital Management
Colorado
$302K -$27.5K -250 -8%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$302K – – –
CCM
473
Coldstream Capital Management
Washington
$302K +$302K +2,746 New
CF
474
Clarity Financial
Texas
$302K -$351K -3,194 -54%
CIAS
475
Capital Investment Advisory Services
North Carolina
$301K – – –
17 18
19
20 21

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.