iShares 0-1 Year Treasury Bond ETF
650 hedge funds and large institutions have $10.3B invested in iShares 0-1 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 256 reducing their positions, and 54 closing their positions.
41% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 54
2% more funds holding
Funds holding: 635 → 650 (+15)
1% less capital invested
Capital invested by funds: $10.4B → $10.3B (-$62.2M)
5% less repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 256
1.36% less ownership
Funds ownership: 51.97% → 50.61% (-1.4%)
3% less funds holding in top 10
Funds holding in top 10: 99 → 96 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$157M |
| 2 |
Jane Street
New York
|
+$135M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$123M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$69.3M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$66.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$230M |
| 2 |
Cerity Partners
New York
|
-$95.4M |
| 3 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
-$73.3M |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$65.2M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$61.2M |
SHV Hedge Fund Activity: Q3 2023 in Review
650 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2023, worth a combined $10.3B — down 0.6% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new SHV positions and 54 closed out — a net gain of 22 holders — while 244 added to existing stakes and 256 trimmed.
The largest buyer was BlackRock, adding an estimated $157M. The largest seller was Envestnet Asset Management, cutting an estimated $230M.
- 650 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2023, up from 635 in Q2 2023.
- Funds reported $10.3B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2023, down 0.6% quarter-over-quarter.
- 76 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2023 and 54 closed out, a net change of +22 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2023 was BlackRock, an estimated $157M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $230M sold.
Based on aggregated 13F filings for Q3 2023.