iShares 1-3 Year Treasury Bond ETF
1,085 hedge funds and large institutions have $20.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 372 increasing their positions, 501 reducing their positions, and 93 closing their positions.
83% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $14.4M
0.17% less ownership
Funds ownership: 76.46% → 76.29% (-0.17%)
5% less capital invested
Capital invested by funds: $21.4B → $20.4B (-$1.05B)
10% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 93
2% less funds holding
Funds holding: 1,105 → 1,085 (-20)
15% less funds holding in top 10
Funds holding in top 10: 129 → 110 (-19)
26% less repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 501
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$823M |
| 2 |
Barclays
London,
United Kingdom
|
+$220M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$189M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$81.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$484M |
| 2 |
Morgan Stanley
New York
|
-$302M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$172M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$118M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$110M |
SHY Hedge Fund Activity: Q2 2023 in Review
1,085 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2023, worth a combined $20.4B — down 4.9% from $21.4B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of SHY and 84 opened new positions — a net loss of 9 holders — while 501 trimmed existing stakes and 372 added.
The largest buyer was JP Morgan Chase, adding an estimated $823M. The largest seller was AssetMark Inc, cutting an estimated $484M.
- 1,085 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2023, down from 1,105 in Q1 2023.
- Funds reported $20.4B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2023, down 4.9% quarter-over-quarter.
- 84 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2023 and 93 closed out, a net change of -9 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $823M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2023 was AssetMark Inc, an estimated $484M sold.
Based on aggregated 13F filings for Q2 2023.