iShares 0-1 Year Treasury Bond ETF
458 hedge funds and large institutions have $7.2B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 107 increasing their positions, 207 reducing their positions, and 60 closing their positions.
17% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 60
1.97% more ownership
Funds ownership: 43.27% → 45.23% (+2%)
1% more funds holding
Funds holding: 453 → 458 (+5)
7% less capital invested
Capital invested by funds: $7.71B → $7.2B (-$509M)
15% less funds holding in top 10
Funds holding in top 10: 34 → 29 (-5)
48% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 207
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$65.6M |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
+$44.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31.1M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$29.6M |
| 5 |
PC
Peavine Capital
Reno,
Nevada
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$355M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$90.7M |
| 3 |
BlackRock
New York
|
-$75.9M |
| 4 |
Betterment LLC
New York
|
-$66.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$46.6M |
SHV Hedge Fund Activity: Q1 2021 in Review
458 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2021, worth a combined $7.2B — down 6.6% from $7.71B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SHV positions and 60 closed out — a net gain of 10 holders — while 107 added to existing stakes and 207 trimmed.
The largest buyer was 3EDGE Asset Management, adding an estimated $65.6M. The largest seller was Milliman Financial Risk Management, cutting an estimated $355M.
- 458 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2021, up from 453 in Q4 2020.
- Funds reported $7.2B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2021, down 6.6% quarter-over-quarter.
- 70 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2021 and 60 closed out, a net change of +10 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2021 was 3EDGE Asset Management, an estimated $65.6M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2021 was Milliman Financial Risk Management, an estimated $355M sold.
Based on aggregated 13F filings for Q1 2021.