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iShares 0-1 Year Treasury Bond ETF
SHV

491 hedge funds and large institutions have $9.41B invested in iShares 0-1 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 147 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more funds holding in top 10

Funds holding in top 10: 27 → 47 (+20)

60% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 58

55% more capital invested

Capital invested by funds: $6.08B → $9.41B (+$3.32B)

8.22% more ownership

Funds ownership: 46.65% → 54.87% (+8.2%)

6% more funds holding

Funds holding: 463 → 491 (+28)

3% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 152

Holders
491
Holders Change
+28
Holders Change %
+6.05%
% of All Funds
7.74%
Holding in Top 10
47
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+74.07%
% of All Funds
0.74%
New
93
Increased
147
Reduced
152
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
+$1.06B
2
BlackRock
BlackRock
New York
+$441M
3
JP Morgan Chase
JP Morgan Chase
New York
+$418M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$340M
5
CRG
Cornerstone Retirement Group
Nevada
+$201M

Top Sellers

Rank Fund Capital Flow
1
PC
Peavine Capital
Nevada
-$95M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$84M
3
Morgan Stanley
Morgan Stanley
New York
-$67.1M
4
Betterment LLC
Betterment LLC
New York
-$64.7M
5
WS
Wedbush Securities
California
-$56.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
151
Patton Fund Management
Texas
$2.73M -$992K -8,994 -27%
WFS
152
Walker Financial Services
Kentucky
$2.69M +$2.69M +24,410 New
PAS
153
Park Avenue Securities
New York
$2.69M +$2.06M +18,717 +331%
Citigroup
154
Citigroup
New York
$2.68M -$168K -1,522 -6%
VFA
155
Values First Advisors
Tennessee
$2.67M -$63.3K -574 -2%
HC
156
Hamilton Capital
Ohio
$2.62M +$907K +8,220 +53%
CAN
157
Claraphi Advisory Network
United States
$2.62M +$1.8M +16,335 +219%
PP
158
Prudential plc
United Kingdom
$2.51M +$2.52M +22,800 New
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$2.5M +$2.5M +22,689 New
CC
160
Cadinha & Co
Hawaii
$2.43M -$166K -1,509 -6%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$2.39M +$1.85M +16,748 +339%
SB
162
Strategic Blueprint
Georgia
$2.39M +$596K +5,400 +33%
IFWM
163
Institute for Wealth Management
Colorado
$2.38M -$405K -3,673 -15%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$2.37M +$1.61M +14,557 +209%
MAM
165
Madison Asset Management
Wisconsin
$2.25M -$347K -3,144 -13%
CW
166
CreativeOne Wealth
Kansas
$2.16M +$1.8M +16,301 +490%
WS
167
Wedbush Securities
California
$2.14M -$56.8M -514,535 -96%
IAN
168
Integrated Advisors Network
Texas
$2.13M +$950K +8,610 +80%
APG
169
Abacus Planning Group
South Carolina
$2.11M -$50K -453 -2%
IFG
170
Independent Financial Group
California
$2.08M +$211K +1,914 +11%
SFA
171
Semmax Financial Advisors
North Carolina
$2.06M +$1.58M +14,339 +330%
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$2.05M -$2.97M -26,927 -59%
RWB
173
RMR Wealth Builders
New Jersey
$2.04M -$533K -4,832 -21%
MCC
174
Money Concepts Capital
Florida
$2.03M +$120K +1,085 +6%
MOS
175
MGO One Seven
Ohio
$1.97M +$1.14M +10,340 +137%
5 6
7
8 9

SHV Hedge Fund Activity: Q1 2022 in Review

491 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2022, worth a combined $9.41B — up 55% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SHV positions and 58 closed out — a net gain of 35 holders — while 147 added to existing stakes and 152 trimmed.

The largest buyer was Milliman Financial Risk Management, opening a new position worth an estimated $1.06B. The largest seller was Peavine Capital, cutting an estimated $95M.

  • 491 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2022, up from 463 in Q4 2021.
  • Funds reported $9.41B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2022, up 55% quarter-over-quarter.
  • 93 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2022 and 58 closed out, a net change of +35 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2022 was Milliman Financial Risk Management, an estimated $1.06B added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2022 was Peavine Capital, an estimated $95M sold.

Based on aggregated 13F filings for Q1 2022.