iShares 1-3 Year Treasury Bond ETF
1,110 hedge funds and large institutions have $21.7B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 411 increasing their positions, 428 reducing their positions, and 96 closing their positions.
158% more call options, than puts
Call options by funds: $27.6M | Put options by funds: $10.7M
91% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 96
7% more funds holding
Funds holding: 1,041 → 1,110 (+69)
3% more capital invested
Capital invested by funds: $21B → $21.7B (+$634M)
4% less repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 428
2.38% less ownership
Funds ownership: 77.86% → 75.48% (-2.4%)
9% less funds holding in top 10
Funds holding in top 10: 151 → 138 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$252M |
| 2 |
Morgan Stanley
New York
|
+$235M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$174M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$148M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$796M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
-$259M |
| 3 |
JP Morgan Chase
New York
|
-$256M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$210M |
| 5 |
B
Bailard
Foster City,
California
|
-$135M |
SHY Hedge Fund Activity: Q4 2022 in Review
1,110 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2022, worth a combined $21.7B — up 3% from $21B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new SHY positions and 96 closed out — a net gain of 87 holders — while 411 added to existing stakes and 428 trimmed.
The largest buyer was Bank of America, adding an estimated $252M. The largest seller was AssetMark Inc, cutting an estimated $796M.
- 1,110 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2022, up from 1,041 in Q3 2022.
- Funds reported $21.7B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2022, up 3% quarter-over-quarter.
- 183 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2022 and 96 closed out, a net change of +87 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2022 was Bank of America, an estimated $252M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2022 was AssetMark Inc, an estimated $796M sold.
Based on aggregated 13F filings for Q4 2022.