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iShares 0-1 Year Treasury Bond ETF
SHV

135 hedge funds and large institutions have $1.19B invested in iShares 0-1 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$26.3M)

4% less funds holding

Funds holding: 140 → 135 (-5)

5.74% less ownership

Funds ownership: 30.31% → 24.57% (-5.7%)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

Holders
135
Holders Change
-5
Holders Change %
-3.57%
% of All Funds
3.36%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
22
Increased
38
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$122M
2
BlackRock
BlackRock
New York
+$115M
3
TCM
Tuttle Capital Management
Connecticut
+$27.1M
4
VEA
Virtus ETF Advisers
New York
+$22.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$21.2M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$56.1M
2
UBS Group
UBS Group
Switzerland
-$42.5M
3
Morgan Stanley
Morgan Stanley
New York
-$36.4M
4
Jane Street
Jane Street
New York
-$29.6M
5
Bank of America
Bank of America
North Carolina
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
MinichMacGregor Wealth Management
New York
$7.55M +$34.5K +313 +0.5%
OC
27
Oppenheimer & Co
New York
$7.11M +$593K +5,375 +9%
FA
28
FDx Advisors
Illinois
$6.94M -$2.42M -21,958 -26%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$6.81M +$311K +2,819 +5%
LPT
30
Legacy Private Trust
Wisconsin
$6.78M -$1.01M -9,143 -13%
SC
31
Scotia Capital
Ontario, Canada
$6.69M -$839K -7,609 -11%
RA
32
Rational Advisors
New York
$5.26M +$4.05M +36,687 +334%
Comerica Bank
33
Comerica Bank
Texas
$4.91M -$1.16M -10,492 -19%
VFA
34
Voya Financial Advisors
Connecticut
$4.85M -$455K -4,120 -9%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$4.42M -$569K -5,161 -11%
AAM
36
American Asset Management
Florida
$4.19M +$1.1M +9,952 +36%
RA
37
RFG Advisory
Alabama
$4.02M +$4.02M +36,461 New
LPL Financial
38
LPL Financial
California
$4.02M -$7.4M -67,107 -65%
PSW
39
Portfolio Strategies (Washington)
Washington
$3.83M +$3.83M +34,672 New
WIP
40
Wellesley Investment Partners
Massachusetts
$3.82M +$3.82M +34,614 New
KL
41
KWMG LLC
Kansas
$3.4M +$1.4M +12,716 +70%
CWM
42
Concert Wealth Management
California
$3.08M +$825K +7,482 +37%
IFS
43
Ifrah Financial Services
Arkansas
$2.63M +$1.1K +10 +0%
HCM
44
Hilton Capital Management
New York
$2.54M – – –
HCM
45
Hollencrest Capital Management
California
$2.5M – – –
WB
46
WesBanco Bank
West Virginia
$2.48M +$2.48M +22,500 New
Goldman Sachs
47
Goldman Sachs
New York
$2.39M +$33.6K +305 +1%
VKH
48
Virtu KCG Holdings
New York
$2.22M +$2.22M +20,094 New
Bank of Nova Scotia
49
Bank of Nova Scotia
Ontario, Canada
$2.21M -$7.89M -71,550 -78%
APCM
50
Alaska Permanent Capital Management
Alaska
$1.99M +$195K +1,765 +11%
1
2
3 4 5

SHV Hedge Fund Activity: Q1 2017 in Review

135 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2017, worth a combined $1.19B — up 2.3% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SHV positions and 20 closed out — a net gain of 2 holders — while 38 added to existing stakes and 45 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was Credit Suisse, exiting entirely with an estimated $56.1M sold.

  • 135 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2017, down from 140 in Q4 2016.
  • Funds reported $1.19B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2017, up 2.3% quarter-over-quarter.
  • 22 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2017 and 20 closed out, a net change of +2 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2017 was Citigroup, an estimated $122M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2017 was Credit Suisse, an estimated $56.1M sold.

Based on aggregated 13F filings for Q1 2017.