iShares 1-3 Year Treasury Bond ETF
924 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 343 increasing their positions, 321 reducing their positions, and 101 closing their positions.
22% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 101
19% more funds holding in top 10
Funds holding in top 10: 75 → 89 (+14)
7% more repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 321
1% more funds holding
Funds holding: 915 → 924 (+9)
0% more capital invested
Capital invested by funds: $15B → $15.1B (+$58.3M)
4.62% less ownership
Funds ownership: 73.13% → 68.51% (-4.6%)
78% less call options, than puts
Call options by funds: $11.2M | Put options by funds: $50.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$670M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$244M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$92.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$81.2M |
| 5 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$69.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$739M |
| 2 |
FM
Forward Management
San Francisco,
California
|
-$543M |
| 3 |
Barclays
London,
United Kingdom
|
-$108M |
| 4 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$88.5M |
| 5 |
SRG
SBB Research Group
Northbrook,
Illinois
|
-$80.1M |
SHY Hedge Fund Activity: Q1 2022 in Review
924 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2022, worth a combined $15.1B — up 0.39% from $15B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new SHY positions and 101 closed out — a net gain of 22 holders — while 343 added to existing stakes and 321 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $670M. The largest seller was JP Morgan Chase, cutting an estimated $739M.
- 924 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2022, up from 915 in Q4 2021.
- Funds reported $15.1B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2022, up 0.39% quarter-over-quarter.
- 123 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2022 and 101 closed out, a net change of +22 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2022 was AssetMark Inc, an estimated $670M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $739M sold.
Based on aggregated 13F filings for Q1 2022.