iShares 0-1 Year Treasury Bond ETF
698 hedge funds and large institutions have $8.86B invested in iShares 0-1 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 229 increasing their positions, 281 reducing their positions, and 65 closing their positions.
88% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 65
7% more funds holding
Funds holding: 650 → 698 (+48)
3.1% less ownership
Funds ownership: 50.61% → 47.51% (-3.1%)
14% less funds holding in top 10
Funds holding in top 10: 96 → 83 (-13)
19% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 281
54% less capital inflows, than outflows
Capital inflows: $1.13B | Capital outflows: $2.47B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$164M |
| 2 |
Ausdal Financial Partners
Davenport,
Iowa
|
+$72.2M |
| 3 |
Cynosure Group
Salt Lake City,
Utah
|
+$56.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$44.6M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$170M |
| 2 |
BlackRock
New York
|
-$163M |
| 3 |
Morgan Stanley
New York
|
-$152M |
| 4 |
Jane Street
New York
|
-$143M |
| 5 |
Gateway Advisory
Westfield,
New Jersey
|
-$115M |
SHV Hedge Fund Activity: Q4 2023 in Review
698 of the 6,877 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 $8.86B — down 14% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new SHV positions and 65 closed out — a net gain of 57 holders — while 229 added to existing stakes and 281 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $164M. The largest seller was Mariner, cutting an estimated $170M.
- 698 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2023, up from 650 in Q3 2023.
- Funds reported $8.86B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2023, down 14% quarter-over-quarter.
- 122 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2023 and 65 closed out, a net change of +57 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $164M 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.