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iShares 0-1 Year Treasury Bond ETF
SHV

391 hedge funds and large institutions have $8.08B invested in iShares 0-1 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

14% more funds holding

Funds holding: 344 → 391 (+47)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.14% more ownership

Funds ownership: 39.01% → 39.15% (+0.14%)

5% less capital invested

Capital invested by funds: $8.5B → $8.08B (-$418M)

2% less funds holding in top 10

Funds holding in top 10: 42 → 41 (-1)

Holders
391
Holders Change
+47
Holders Change %
+13.66%
% of All Funds
7.7%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.81%
New
92
Increased
132
Reduced
123
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$199M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$67M
3
EIC
Equity Investment Corp
Georgia
+$54.6M
4
UBS Group
UBS Group
Switzerland
+$35.2M
5
Ameriprise
Ameriprise
Minnesota
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$355M
2
Jane Street
Jane Street
New York
-$254M
3
GC
Grimes & Company
Massachusetts
-$215M
4
Wells Fargo
Wells Fargo
California
-$185M
5
Goldman Sachs
Goldman Sachs
New York
-$49.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
251
Wealthcare Capital Management
Virginia
$458K – – –
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$454K -$11.3M -102,399 -96%
SLG
253
Stanley-Laman Group
Pennsylvania
$452K +$59.9K +542 +15%
DWT
254
Dorsey & Whitney Trust
South Dakota
$451K +$451K +4,081 New
SFS
255
Sowell Financial Services
Arkansas
$449K -$446K -4,034 -50%
9WM
256
9258 Wealth Management
Ohio
$442K – – –
SWM
257
Stockman Wealth Management
Montana
$442K – – –
EM
258
Excalibur Management
Massachusetts
$442K +$442K +4,000 New
HC
259
Hamilton Capital
Ohio
$438K +$203K +1,837 +86%
AWE
260
Avidian Wealth Enterprises
Texas
$428K +$33.9K +307 +9%
CAM
261
Cresset Asset Management
Illinois
$414K +$31.1K +281 +8%
SIA
262
Strategic Investment Advisors
Michigan
$413K +$145K +1,314 +54%
RBA
263
Richard Bernstein Advisors
New York
$412K +$411K +3,721 +37,210%
FMP
264
Financial Management Professionals
Texas
$411K – – –
LWP
265
Legacy Wealth Planning
Nevada
$409K +$409K +3,699 New
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$393K +$393K +3,557 New
CCG
267
Ceeto Capital Group
Florida
$387K – – –
FPS
268
Fieldpoint Private Securities
Connecticut
$386K -$77.4K -700 -17%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$384K -$49.1K -444 -11%
TJHA
270
Thomas J. Herzfeld Advisors
Florida
$381K -$814K -7,367 -68%
HIIFS
271
Harel Insurance Investments & Financial Services
Israel
$381K – – –
SPC
272
Sigma Planning Corp
Michigan
$370K -$980K -8,867 -73%
CTA
273
Chesley Taft & Associates
Illinois
$370K – – –
RJT
274
Raymond James Trust
Florida
$368K -$71.3K -645 -16%
SFA
275
Sequoia Financial Advisors
Ohio
$363K +$115K +1,042 +46%
9 10
11
12 13

SHV Hedge Fund Activity: Q4 2019 in Review

391 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2019, worth a combined $8.08B — down 4.9% from $8.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SHV positions and 38 closed out — a net gain of 54 holders — while 132 added to existing stakes and 123 trimmed.

The largest buyer was BlackRock, adding an estimated $199M. The largest seller was Betterment LLC, cutting an estimated $355M.

  • 391 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2019, up from 344 in Q3 2019.
  • Funds reported $8.08B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2019, down 4.9% quarter-over-quarter.
  • 92 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2019 and 38 closed out, a net change of +54 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2019 was BlackRock, an estimated $199M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2019 was Betterment LLC, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2019.