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iShares 0-1 Year Treasury Bond ETF
SHV

321 hedge funds and large institutions have $10.6B invested in iShares 0-1 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more capital invested

Capital invested by funds: $6.08B → $10.6B (+$4.54B)

44% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 45

28% more funds holding in top 10

Funds holding in top 10: 36 → 46 (+10)

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

12.06% more ownership

Funds ownership: 31.1% → 43.16% (+12%)

5% more funds holding

Funds holding: 305 → 321 (+16)

Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
6.97%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
1%
New
65
Increased
117
Reduced
97
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$3.85B
2
BlackRock
BlackRock
New York
+$278M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$215M
4
AssetMark Inc
AssetMark Inc
California
+$188M
5
GC
Grimes & Company
Massachusetts
+$158M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$101M
2
HI
Horizon Investments
North Carolina
-$96.9M
3
BS
Banco Santander
Spain
-$93.5M
4
PI
PFS Investments
Georgia
-$70.1M
5
IA
IndexIQ Advisors
New York
-$67.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
326
Two Sigma Securities
New York
– -$14M -126,320 Closed
Wolverine Trading
327
Wolverine Trading
Illinois
– -$8.74M -79,070 Closed
FIG
328
FundX Investment Group
California
– -$6.19M -55,943 Closed
FFS
329
Founders Financial Securities
Maryland
– -$3.72M -33,624 Closed
CC
330
Cedar Capital
Illinois
– -$3.66M -33,071 Closed
QAM
331
Q3 Asset Management
Michigan
– -$1K -23,362 Closed
Millennium Management
332
Millennium Management
New York
– -$2.06M -18,589 Closed
WI
333
WBI Investments
New Jersey
– -$1.77M -15,980 Closed
APP
334
Avantax Planning Partners
Iowa
– -$1.62M -14,646 Closed
TCM
335
TD Capital Management
Tennessee
– -$1.25M -11,284 Closed
KA
336
Kovack Advisors
Florida
– -$1.17M -10,587 Closed
SC
337
Stratford Consulting
Texas
– -$1.09M -9,851 Closed
RIA
338
Regal Investment Advisors
Michigan
– -$1.04M -9,454 Closed
Invesco
339
Invesco
Georgia
– -$744K -6,729 Closed
AWM
340
Alterna Wealth Management
Texas
– -$716K -6,472 Closed
IAA
341
Independent Advisor Alliance
North Carolina
– -$581K -5,255 Closed
Creative Planning
342
Creative Planning
Kansas
– -$525K -4,747 Closed
MHS
343
M Holdings Securities
Oregon
– -$507K -4,589 Closed
BFG
344
Beacon Financial Group
Texas
– -$338 -3,184 Closed
AWS
345
AJ Wealth Strategies
New York
– -$321K -2,899 Closed
B
346
Bailard
California
– -$282K -2,554 Closed
ECM
347
Evergreen Capital Management
Washington
– -$258K -2,329 Closed
EVM
348
Eaton Vance Management
Massachusetts
– -$228K -2,061 Closed
BAM
349
Bruderman Asset Management
New York
– -$215K -1,940 Closed
PV
350
Private Vista
Illinois
– -$213K -1,928 Closed
11 12 13
14
15

SHV Hedge Fund Activity: Q2 2019 in Review

321 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2019, worth a combined $10.6B — up 75% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SHV positions and 45 closed out — a net gain of 20 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.85B. The largest seller was Wells Fargo, cutting an estimated $101M.

  • 321 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2019, up from 305 in Q1 2019.
  • Funds reported $10.6B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2019, up 75% quarter-over-quarter.
  • 65 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2019 and 45 closed out, a net change of +20 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $3.85B added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2019 was Wells Fargo, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2019.