iShares 0-1 Year Treasury Bond ETF
526 hedge funds and large institutions have $13.6B invested in iShares 0-1 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 210 increasing their positions, 143 reducing their positions, and 55 closing their positions.
259% more capital inflows, than outflows
Capital inflows: $5.95B | Capital outflows: $1.66B
75% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 55
62% more funds holding in top 10
Funds holding in top 10: 47 → 76 (+29)
47% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 143
8.29% more ownership
Funds ownership: 54.87% → 63.16% (+8.3%)
7% more funds holding
Funds holding: 490 → 526 (+36)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Milliman Financial Risk Management
Chicago,
Illinois
|
+$1.26B |
| 2 |
Freestone Capital Holdings
Seattle,
Washington
|
+$717M |
| 3 |
BlackRock
New York
|
+$538M |
| 4 |
Grimes & Company
Westborough,
Massachusetts
|
+$301M |
| 5 |
Tucker Asset Management
Littleton,
Colorado
|
+$288M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$659M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$270M |
| 3 |
Cornerstone Retirement Group
Reno,
Nevada
|
-$143M |
| 4 |
Peavine Capital
Reno,
Nevada
|
-$118M |
| 5 |
3EDGE Asset Management
Naples,
Florida
|
-$65.1M |
SHV Hedge Fund Activity: Q2 2022 in Review
526 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2022, worth a combined $13.6B — up 45% from $9.41B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new SHV positions and 55 closed out — a net gain of 41 holders — while 210 added to existing stakes and 143 trimmed.
The largest buyer was Milliman Financial Risk Management, adding an estimated $1.26B. The largest seller was JP Morgan Chase, cutting an estimated $659M.
- 526 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2022, up from 490 in Q1 2022.
- Funds reported $13.6B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2022, up 45% quarter-over-quarter.
- 96 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2022 and 55 closed out, a net change of +41 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2022 was Milliman Financial Risk Management, an estimated $1.26B added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2022 was JP Morgan Chase, an estimated $659M sold.
Based on aggregated 13F filings for Q2 2022.