We are live on ! Find out more
SHV icon

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
TNBTD
151
Trustmark National Bank Trust Department
Mississippi
$7.87M -$1.64M -14,954 -17%
MW
152
Marks Wealth
Maryland
$7.87M -$18.5M -168,159 -70%
PA
153
Perennial Advisors
New York
$7.82M -$516K -4,698 -6%
DIM
154
Delta Investment Management
California
$7.61M +$1.3M +11,810 +21%
VIA
155
Vident Investment Advisory
Georgia
$7.51M +$7.51M +68,320 New
ODIJL
156
One Day In July LLC
Vermont
$7.49M +$1.95M +17,732 +35%
KPWG
157
KFA Private Wealth Group
Virginia
$7.43M +$21.4K +195 +0.3%
BWM
158
Bulltick Wealth Management
Florida
$7.41M +$2.53M +22,982 +52%
WLIM
159
White Lighthouse Investment Management
Massachusetts
$7.05M +$134K +1,219 +2%
FHA
160
First Horizon Advisors
Tennessee
$6.97M +$3.56M +32,379 +104%
Corient Private Wealth
161
Corient Private Wealth
Florida
$6.77M +$6.77M +61,573 New
LSAG
162
Lake Street Advisors Group
New Hampshire
$6.75M +$2.08M +18,946 +45%
JIR
163
James Investment Research
Ohio
$6.68M +$2.59M +23,604 +64%
MFS
164
Madrona Financial Services
Washington
$6.64M +$6.64M +60,452 New
KAS
165
Kestra Advisory Services
Texas
$6.48M -$8.78M -79,916 -58%
AF
166
Allworth Financial
California
$6.28M +$4.64M +42,220 +284%
SG Americas Securities
167
SG Americas Securities
New York
$6.23M +$6.23M +56,664 New
CHJWM
168
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.19M +$1.53M +13,920 +33%
BOC
169
Bull Oak Capital
California
$6.18M +$2.02M +18,397 +49%
LHWM
170
Lake Hills Wealth Management
Texas
$5.98M +$5.98M +54,380 New
CWP
171
Concord Wealth Partners
Virginia
$5.95M +$5.95M +54,139 New
NCM
172
Northland Capital Management
Minnesota
$5.92M +$5.92M +53,846 New
PA
173
Parallel Advisors
California
$5.89M +$3.93M +35,758 +200%
CCM
174
Crabel Capital Management
California
$5.75M +$5.75M +52,300 New
BPC
175
Banque Pictet & Cie
Switzerland
$5.75M -$819K -7,449 -12%
5 6
7
8 9

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.