iShares 1-3 Year Treasury Bond ETF
1,105 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 418 increasing their positions, 428 reducing their positions, and 112 closing their positions.
109% more call options, than puts
Call options by funds: $25.4M | Put options by funds: $12.2M
26% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 112
0.99% more ownership
Funds ownership: 75.48% → 76.46% (+0.99%)
0% less funds holding
Funds holding: 1,110 → 1,105 (-5)
1% less capital invested
Capital invested by funds: $21.7B → $21.4B (-$254M)
2% less repeat investments, than reductions
Existing positions increased: 418 | Existing positions reduced: 428
7% less funds holding in top 10
Funds holding in top 10: 138 → 129 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$670M |
| 2 |
AssetMark Inc
Concord,
California
|
+$372M |
| 3 |
BlackRock
New York
|
+$151M |
| 4 |
Barclays
London,
United Kingdom
|
+$129M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$283M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$203M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$186M |
| 4 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$135M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
-$104M |
SHY Hedge Fund Activity: Q1 2023 in Review
1,105 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2023, worth a combined $21.4B — down 1.2% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new SHY positions and 112 closed out — a net gain of 29 holders — while 418 added to existing stakes and 428 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $670M. The largest seller was US Bancorp, cutting an estimated $283M.
- 1,105 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2023, down from 1,110 in Q4 2022.
- Funds reported $21.4B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2023, down 1.2% quarter-over-quarter.
- 141 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2023 and 112 closed out, a net change of +29 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2023 was Morgan Stanley, an estimated $670M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2023 was US Bancorp, an estimated $283M sold.
Based on aggregated 13F filings for Q1 2023.