iShares 0-1 Year Treasury Bond ETF
594 hedge funds and large institutions have $11.3B 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, 204 reducing their positions, and 75 closing their positions.
76% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 75
8% more funds holding
Funds holding: 550 → 594 (+44)
4% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 204
7% less funds holding in top 10
Funds holding in top 10: 91 → 85 (-6)
10.92% less ownership
Funds ownership: 66.38% → 55.46% (-11%)
26% less capital invested
Capital invested by funds: $15.3B → $11.3B (-$4.03B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$365M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$146M |
| 3 |
Morgan Stanley
New York
|
+$137M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$94.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$84.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$1.57B |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$592M |
| 3 |
AssetMark Inc
Concord,
California
|
-$278M |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$214M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$211M |
SHV Hedge Fund Activity: Q4 2022 in Review
594 of the 6,237 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 $11.3B — down 26% 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 204 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.
- 594 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2022, up from 550 in Q3 2022.
- Funds reported $11.3B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2022, down 26% 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.