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iShares 0-1 Year Treasury Bond ETF

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: 2747 (+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: 463491 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.06B +$441M +3,999,744 +71%
MFRM
2
Milliman Financial Risk Management
Illinois
$1.06B +$1.06B +9,597,047 New
JP Morgan Chase
3
JP Morgan Chase
New York
$807M +$418M +3,793,861 +108%
Morgan Stanley
4
Morgan Stanley
New York
$699M -$67.1M -608,656 -9%
Betterment LLC
5
Betterment LLC
New York
$485M -$64.7M -586,771 -12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$479M +$68.5M +621,291 +17%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$347M +$109M +984,298 +46%
CCMG
8
Clark Capital Management Group
Pennsylvania
$339M +$340M +3,077,809 New
Bank of America
9
Bank of America
North Carolina
$334M +$89.2M +808,378 +36%
PC
10
Peavine Capital
Nevada
$208M -$95M -861,137 -31%
CRG
11
Cornerstone Retirement Group
Nevada
$201M +$201M +1,826,430 +121,116%
AssetMark Inc
12
AssetMark Inc
California
$193M +$66.2M +599,854 +52%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$190M +$39.6M +359,244 +26%
BBVA
14
Banco Bilbao Vizcaya Argentaria
Spain
$127M +$27.7M +250,787 +28%
Ameriprise
15
Ameriprise
Minnesota
$120M +$65.7M +595,528 +136%
UBS Group
16
UBS Group
Switzerland
$113M +$46.9M +424,856 +71%
Wells Fargo
17
Wells Fargo
California
$102M +$16.9M +153,414 +20%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$99.9M +$16.2M +146,852 +19%
HHGA
19
Halbert Hargrove Global Advisors
California
$98.9M +$1.28M +11,618 +1%
NA
20
NextCapital Advisers
Illinois
$90.5M +$2.61M +23,670 +3%
DWA
21
Divergent Wealth Advisors
Utah
$76.9M -$23.8M -216,032 -24%
3AM
22
3EDGE Asset Management
Florida
$65.1M -$55.1M -499,945 -46%
EC
23
Estate Counselors
Wisconsin
$63.9M +$63.3M +573,920 +10,230%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$63.9M +$52.6M +476,433 +463%
Osaic Holdings
25
Osaic Holdings
Arizona
$60.6M +$80.6M +730,744 +752%

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.