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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
PAS
351
Partnervest Advisory Services
California
– -$201K -1,817 Closed
MFW
352
Mosaic Family Wealth
Missouri
– -$97K -873 Closed
RTC
353
Riverview Trust Company
Washington
– -$58K -524 Closed
IWP
354
Icon Wealth Partners
Texas
– -$56K -503 Closed
NSIM
355
North Star Investment Management
Illinois
– -$55K -500 Closed
EK
356
Evensky & Katz
Florida
– -$52K -476 Closed
CWM
357
Cornerstone Wealth Management
Missouri
– -$300K -384 Closed
RWML
358
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
– -$33.2K -300 Closed
OWD
359
Osborn Williams & Donohoe
Ohio
– -$26K -236 Closed
PCIA
360
Prime Capital Investment Advisors
Kansas
– -$24K -219 Closed
RFC
361
Regions Financial Corp
Alabama
– -$19K -176 Closed
WCM
362
WealthBridge Capital Management
Ohio
– -$19K -170 Closed
SWM
363
SeaCrest Wealth Management
New York
– -$14K -130 Closed
PFBT
364
Parkside Financial Bank & Trust
Missouri
– -$10K -94 Closed
AIA
365
Alera Investment Advisors
Illinois
– -$10K -92 Closed
PFO
366
Pathstone Family Office
New Jersey
– -$4K -33 Closed
AF
367
Allworth Financial
California
– -$3K -31 Closed
AIC
368
Ameritas Investment Company
Nebraska
– -$3K -27 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.