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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
CG
51
Colony Group
Massachusetts
$42.4M +$42.1M +383,211 +14,882%
CA
52
Crane Advisory
California
$42.4M +$14.6M +132,770 +53%
AA
53
Acorns Advisers
California
$42.2M +$1.11M +10,084 +3%
AI
54
Atria Investments
North Carolina
$41.3M -$3.36M -30,550 -8%
PWPCM
55
Perella Weinberg Partners Capital Management
New York
$38.6M -$2.98M -27,082 -7%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.5M +$37.4M +340,124 +33,477%
ACA
57
Anchor Capital Advisors
Massachusetts
$37.2M +$34.2M +311,592 +1,179%
FTUS
58
Flow Traders U.S.
New York
$36.3M +$36.3M +330,167 New
UBV
59
United Bank (Virginia)
Virginia
$34.7M +$34.7M +315,465 New
NQWM
60
Northwest Quadrant Wealth Management
Oregon
$34.4M +$12.9M +116,974 +60%
EC
61
Estate Counselors
Wisconsin
$34.1M +$1.84M +16,700 +6%
RBCM
62
Raub Brock Capital Management
California
$34M +$514K +4,679 +2%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$33.2M -$3.01M -27,405 -8%
DWA
64
Divergent Wealth Advisors
Utah
$32.5M +$149K +1,354 +0.5%
MML Investors Services
65
MML Investors Services
Massachusetts
$31.6M -$10.5M -95,130 -25%
ACM
66
Allred Capital Management
Texas
$31.2M +$9.44M +85,922 +43%
Marshall Wace
67
Marshall Wace
United Kingdom
$30M +$30M +273,000 New
Renaissance Technologies
68
Renaissance Technologies
New York
$29.3M +$7.19M +65,400 +32%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$28.5M +$24.8M +225,472 +674%
Millennium Management
70
Millennium Management
New York
$28.5M +$28.5M +258,897 New
IA
71
IFP Advisors
Florida
$28.4M +$20.8M +189,219 +277%
BCM
72
Brookstone Capital Management
Illinois
$27.6M +$6M +54,559 +28%
CS
73
Comerica Securities
Michigan
$27.4M +$1.76M +16,036 +7%
BS
74
Banco Santander
Spain
$26.7M -$287K -2,611 -1%
AWM
75
Atticus Wealth Management
Florida
$26.4M +$14.6M +132,727 +123%
1 2
3
4 5

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.