iShares 0-1 Year Treasury Bond ETF
696 hedge funds and large institutions have $9.91B invested in iShares 0-1 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 231 increasing their positions, 280 reducing their positions, and 65 closing their positions.
85% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 65
7% more funds holding
Funds holding: 650 → 696 (+46)
0.55% more ownership
Funds ownership: 50.61% → 51.16% (+0.55%)
4% less capital invested
Capital invested by funds: $10.3B → $9.91B (-$377M)
14% less funds holding in top 10
Funds holding in top 10: 96 → 83 (-13)
18% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 280
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$527M |
| 2 |
JP Morgan Chase
New York
|
+$164M |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$72.2M |
| 4 |
CG
Cynosure Group
Salt Lake City,
Utah
|
+$56.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$170M |
| 2 |
BlackRock
New York
|
-$163M |
| 3 |
Jane Street
New York
|
-$143M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$115M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$101M |
SHV Hedge Fund Activity: Q4 2023 in Review
696 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2023, worth a combined $9.91B — down 3.7% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new SHV positions and 65 closed out — a net gain of 55 holders — while 231 added to existing stakes and 280 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $527M. The largest seller was Mariner, cutting an estimated $170M.
- 696 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2023, up from 650 in Q3 2023.
- Funds reported $9.91B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2023, down 3.7% quarter-over-quarter.
- 120 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2023 and 65 closed out, a net change of +55 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $527M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2023 was Mariner, an estimated $170M sold.
Based on aggregated 13F filings for Q4 2023.