iShares 0-1 Year Treasury Bond ETF
463 hedge funds and large institutions have $6.08B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 118 increasing their positions, 156 reducing their positions, and 44 closing their positions.
105% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 44
42% more funds holding in top 10
Funds holding in top 10: 19 → 27 (+8)
10% more funds holding
Funds holding: 422 → 463 (+41)
2.53% more ownership
Funds ownership: 44.12% → 46.65% (+2.5%)
1% less capital invested
Capital invested by funds: $6.18B → $6.08B (-$92.6M)
24% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$115M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$97.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$63.6M |
| 4 |
Morgan Stanley
New York
|
+$57M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRG
Cornerstone Retirement Group
Reno,
Nevada
|
-$272M |
| 2 |
BlackRock
New York
|
-$199M |
| 3 |
Betterment LLC
New York
|
-$79.1M |
| 4 |
Jane Street
New York
|
-$37.1M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$21.5M |
SHV Hedge Fund Activity: Q4 2021 in Review
463 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2021, worth a combined $6.08B — down 1.5% from $6.18B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SHV positions and 44 closed out — a net gain of 46 holders — while 118 added to existing stakes and 156 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Cornerstone Retirement Group, cutting an estimated $272M.
- 463 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2021, up from 422 in Q3 2021.
- Funds reported $6.08B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2021, down 1.5% quarter-over-quarter.
- 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2021 and 44 closed out, a net change of +46 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2021 was Fidelity Investments, an estimated $115M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2021 was Cornerstone Retirement Group, an estimated $272M sold.
Based on aggregated 13F filings for Q4 2021.