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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
SFP
501
Strategic Financial Partners
Oregon
$241K -$2.75K -25 -1%
PAA
502
Peregrine Asset Advisers
Oregon
$236K +$2.2K +20 +0.9%
VFP
503
Verus Financial Partners
Virginia
$236K +$1.76K +16 +0.8%
VT
504
Vise Technologies
New York
$235K -$8.35K -76 -3%
SW
505
SteelPeak Wealth
California
$233K -$58.3K -530 -20%
PWM
506
PBMares Wealth Management
Virginia
$232K +$232K +2,115 New
AA
507
Advisory Alpha
Michigan
$231K -$533K -4,846 -70%
ACP
508
Aveo Capital Partners
Colorado
$231K -$192K -1,747 -45%
Luther King Capital Management (LKCM)
509
Luther King Capital Management (LKCM)
Texas
$225K – – –
AAS
510
Ameritas Advisory Services
Nebraska
$222K -$99.1K -902 -31%
SPWM
511
Schrum Private Wealth Management
Florida
$222K -$319K -2,899 -59%
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$220K +$220K +2,002 New
DWP
513
Daymark Wealth Partners
Ohio
$220K +$220K +2,000 New
OPWM
514
Oakwell Private Wealth Management
Texas
$215K -$8.02K -73 -4%
CAM
515
Clark Asset Management
New Hampshire
$215K +$215K +1,952 New
VHAM
516
Van Hulzen Asset Management
California
$206K +$206K +1,870 New
KPWS
517
Kestra Private Wealth Services
Texas
$203K -$81.3K -740 -29%
IWM
518
IHT Wealth Management
Illinois
$203K -$67K -610 -25%
Deutsche Bank
519
Deutsche Bank
Germany
$202K – – –
EWM
520
Endowment Wealth Management
Wisconsin
$201K -$2.97K -27 -1%
FRA
521
Front Row Advisors
California
$179K – – –
PTC
522
Private Trust Company
Ohio
$166K – – –
IRC
523
Investors Research Corp
Georgia
$166K +$17K +155 +11%
EWA
524
EP Wealth Advisors
California
$160K +$160K +1,456 New
ACA
525
Aptus Capital Advisors
Alabama
$159K -$496K -4,509 -76%
19 20
21
22 23

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.