We are live on ! Find out more
BIL icon

State Street SPDR Bloomberg 1-3 Month T-Bill ETF

397 hedge funds and large institutions have $9.22B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 86 increasing their positions, 169 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 60

4% more funds holding

Funds holding: 380397 (+17)

0.19% less ownership

Funds ownership: 72.4%72.21% (-0.19%)

10% less capital invested

Capital invested by funds: $10.2B → $9.22B (-$1.01B)

15% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $17.4M

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

49% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 169

Holders
397
Holders Change
+17
Holders Change %
+4.47%
% of All Funds
7.03%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.42%
New
86
Increased
86
Reduced
169
Closed
60
Calls
$14.7M
Puts
$17.4M
Net Calls
-$2.69M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
101
Cassaday & Co
Virginia
$3.11M -$6.03M -65,912 -66%
CWP
102
Capital Wealth Planning
Florida
$3.09M -$432K -4,723 -12%
SIM
103
Sentry Investment Management
Wisconsin
$2.94M -$18.7M -204,201 -86%
DWP
104
Destiny Wealth Partners
Florida
$2.93M +$2.93M +32,025 New
CW
105
CreativeOne Wealth
Kansas
$2.92M +$805K +8,800 +38%
SFS
106
Sowell Financial Services
Arkansas
$2.83M -$815K -8,910 -22%
BFG
107
Beacon Financial Group
Texas
$2.77M -$891K -9,732 -24%
TCPWM
108
Traverso Chambers Private Wealth Management
California
$2.75M +$573K +6,263 +26%
AssetMark Inc
109
AssetMark Inc
California
$2.71M -$197M -2,150,698 -99%
OAM
110
Occidental Asset Management
California
$2.65M -$2.33M -25,440 -47%
QPWM
111
Quadrant Private Wealth Management
Pennsylvania
$2.65M +$56K +612 +2%
5L
112
55I LLC
Massachusetts
$2.6M -$138K -1,511 -5%
TWM
113
TriaGen Wealth Management
California
$2.59M +$2.59M +28,251 New
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$2.58M -$6.12M -66,832 -70%
RFN
115
RDA Financial Network
Iowa
$2.48M -$4.11M -44,862 -62%
I2I
116
Insight 2811 Inc
Illinois
$2.41M -$16.4M -179,695 -87%
MM
117
Main Management
California
$2.41M -$1.02M -11,198 -30%
HFS
118
Howard Financial Services
Texas
$2.39M -$21.1K -230 -0.9%
MA
119
Marshfield Associates
District of Columbia
$2.36M +$725K +7,921 +44%
CAN
120
Cetera Advisor Networks
California
$2.34M +$1.06M +11,618 +83%
ZIM
121
Zacks Investment Management
Illinois
$2.31M -$653K -7,136 -22%
MCG
122
MACRO Consulting Group
New Jersey
$2.3M -$228K -2,492 -9%
SFM
123
Signet Financial Management
New Jersey
$2.27M -$5.37M -58,677 -70%
First Manhattan
124
First Manhattan
New York
$2.24M +$2.24M +24,481 New
TLFA
125
True Link Financial Advisors
California
$2.24M +$2.24M +24,450 New

BIL Hedge Fund Activity: Q4 2020 in Review

397 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q4 2020, worth a combined $9.22B — down 9.8% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new BIL positions and 60 closed out — a net gain of 26 holders — while 86 added to existing stakes and 169 trimmed.

The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Ameriprise, cutting an estimated $330M.

  • 397 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q4 2020, up from 380 in Q3 2020.
  • Funds reported $9.22B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q4 2020, down 9.8% quarter-over-quarter.
  • 86 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q4 2020 and 60 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q4 2020 was Bank of America, an estimated $158M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q4 2020 was Ameriprise, an estimated $330M sold.

Based on aggregated 13F filings for Q4 2020.