iShares 0-1 Year Treasury Bond ETF
634 hedge funds and large institutions have $10.4B invested in iShares 0-1 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 228 increasing their positions, 249 reducing their positions, and 67 closing their positions.
40% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 67
4% more funds holding
Funds holding: 611 → 634 (+23)
3% more funds holding in top 10
Funds holding in top 10: 96 → 99 (+3)
8% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 249
8.74% less ownership
Funds ownership: 60.67% → 51.92% (-8.7%)
27% less capital invested
Capital invested by funds: $14.2B → $10.4B (-$3.84B)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$96.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$95.3M |
| 3 |
Cerity Partners
New York
|
+$67.6M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$50.8M |
| 5 |
AI
Accredited Investors
Edina,
Minnesota
|
+$45.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.22B |
| 2 |
Charles Schwab
San Francisco,
California
|
-$361M |
| 3 |
Morgan Stanley
New York
|
-$126M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$110M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$73.5M |
SHV Hedge Fund Activity: Q2 2023 in Review
634 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2023, worth a combined $10.4B — down 27% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SHV positions and 67 closed out — a net gain of 27 holders — while 228 added to existing stakes and 249 trimmed.
The largest buyer was Prime Capital Investment Advisors, adding an estimated $96.3M. The largest seller was JP Morgan Chase, cutting an estimated $3.22B.
- 634 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2023, up from 611 in Q1 2023.
- Funds reported $10.4B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2023, down 27% quarter-over-quarter.
- 94 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2023 and 67 closed out, a net change of +27 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $96.3M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2023 was JP Morgan Chase, an estimated $3.22B sold.
Based on aggregated 13F filings for Q2 2023.