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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
SBL
376
Sargent Bickham Lagudis
Colorado
$14K +$14.5K +131 New
FHA
377
Flagship Harbor Advisors
Massachusetts
$11K – – –
IAS
378
IMA Advisory Services
Colorado
$11K – – –
BWM
379
BerganKDV Wealth Management
Minnesota
$11K +$111 +1 +1%
RMAM
380
Raab & Moskowitz Asset Management
New Jersey
$11K +$11.1K +100 New
GEA
381
Glen Eagle Advisors
New Jersey
$8.08K – – –
SIAS
382
Shine Investment Advisory Services
Colorado
$8K – – –
First Manhattan
383
First Manhattan
New York
$8K +$8.62K +78 New
HWM
384
Holloway Wealth Management
Florida
$7K – – –
IA
385
Independence Advisors
Pennsylvania
$7K +$6.52K +59 New
BFC
386
Bedel Financial Consulting
Indiana
$5K – – –
FCM
387
Firestone Capital Management
Florida
$5K +$4.75K +43 New
WQ
388
Wealth Quarterback
New Jersey
$4.21K +$51.4M +464,584 New
APC
389
Aspire Private Capital
North Carolina
$4K -$1.88K -17 -32%
LWA
390
Lenox Wealth Advisors
New York
$4K +$3.65K +33 New
EIP
391
Ellis Investment Partners
Pennsylvania
$3K +$3.43K +31 New
FRA
392
Front Row Advisors
California
$1K – – –
TL
393
TrueWealth LLC
Georgia
$1K – – –
LS
394
Leelyn Smith
Illinois
$119 +$146K +1,322 New
GC
395
Grimes & Company
Massachusetts
– -$215M -1,947,516 Closed
Citadel Advisors
396
Citadel Advisors
Florida
– -$46.2M -417,805 Closed
FTUS
397
Flow Traders U.S.
New York
– -$8.92M -80,672 Closed
Manulife (Manufacturers Life Insurance)
398
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$4.3M -38,914 Closed
KWA
399
KCS Wealth Advisory
California
– -$4.18M -37,821 Closed
BSAM
400
Blue Square Asset Management
New York
– -$3.79M -34,305 Closed
14 15
16
17 18

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.