iShares 0-1 Year Treasury Bond ETF
612 hedge funds and large institutions have $14.2B invested in iShares 0-1 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 244 increasing their positions, 205 reducing their positions, and 68 closing their positions.
49% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 68
19% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 205
13% more funds holding in top 10
Funds holding in top 10: 85 → 96 (+11)
5.7% more ownership
Funds ownership: 55.46% → 61.16% (+5.7%)
3% more funds holding
Funds holding: 595 → 612 (+17)
8% less capital invested
Capital invested by funds: $15.4B → $14.2B (-$1.19B)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.17B |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$187M |
| 3 |
Cerity Partners
New York
|
+$130M |
| 4 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$116M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$96.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$347M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$343M |
| 3 |
BlackRock
New York
|
-$293M |
| 4 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
-$210M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$79.1M |
SHV Hedge Fund Activity: Q1 2023 in Review
612 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2023, worth a combined $14.2B — down 7.8% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new SHV positions and 68 closed out — a net gain of 33 holders — while 244 added to existing stakes and 205 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $3.17B. The largest seller was Freestone Capital Holdings, cutting an estimated $347M.
- 612 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2023, up from 595 in Q4 2022.
- Funds reported $14.2B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2023, down 7.8% quarter-over-quarter.
- 101 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2023 and 68 closed out, a net change of +33 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $3.17B added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2023 was Freestone Capital Holdings, an estimated $347M sold.
Based on aggregated 13F filings for Q1 2023.