iShares 1-3 Year Treasury Bond ETF
1,119 hedge funds and large institutions have $22.5B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 377 increasing their positions, 464 reducing their positions, and 99 closing their positions.
69% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 99
11% more capital invested
Capital invested by funds: $20.3B → $22.5B (+$2.2B)
8.37% more ownership
Funds ownership: 79.13% → 87.5% (+8.4%)
5% more funds holding
Funds holding: 1,068 → 1,119 (+51)
5% more call options, than puts
Call options by funds: $262M | Put options by funds: $249M
13% less funds holding in top 10
Funds holding in top 10: 111 → 97 (-14)
19% less repeat investments, than reductions
Existing positions increased: 377 | Existing positions reduced: 464
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.97B |
| 2 |
BlackRock
New York
|
+$330M |
| 3 |
Cerity Partners
New York
|
+$199M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$150M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$72.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$533M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$417M |
| 3 |
AssetMark Inc
Concord,
California
|
-$393M |
| 4 |
JP Morgan Chase
New York
|
-$292M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$184M |
SHY Hedge Fund Activity: Q4 2023 in Review
1,119 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2023, worth a combined $22.5B — up 11% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new SHY positions and 99 closed out — a net gain of 68 holders — while 377 added to existing stakes and 464 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.97B. The largest seller was Banco Bilbao Vizcaya Argentaria, cutting an estimated $533M.
- 1,119 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2023, up from 1,068 in Q3 2023.
- Funds reported $22.5B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 167 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2023 and 99 closed out, a net change of +68 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.97B added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2023 was Banco Bilbao Vizcaya Argentaria, an estimated $533M sold.
Based on aggregated 13F filings for Q4 2023.