iShares 1-3 Year Treasury Bond ETF
1,120 hedge funds and large institutions have $20B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 378 increasing their positions, 463 reducing their positions, and 99 closing their positions.
70% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 99
5% more funds holding
Funds holding: 1,068 → 1,120 (+52)
5% more call options, than puts
Call options by funds: $262M | Put options by funds: $249M
2% less capital invested
Capital invested by funds: $20.3B → $20B (-$350M)
1.56% less ownership
Funds ownership: 79.11% → 77.55% (-1.6%)
13% less funds holding in top 10
Funds holding in top 10: 111 → 97 (-14)
18% less repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 463
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$497M |
| 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
1,120 of the 6,869 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 $20B — down 1.7% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new SHY positions and 99 closed out — a net gain of 69 holders — while 378 added to existing stakes and 463 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $497M. The largest seller was Banco Bilbao Vizcaya Argentaria, cutting an estimated $533M.
- 1,120 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2023, up from 1,068 in Q3 2023.
- Funds reported $20B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2023, down 1.7% quarter-over-quarter.
- 168 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2023 and 99 closed out, a net change of +69 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $497M 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.