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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
GFPC
26
Global Financial Private Capital
Florida
$44.2M +$44.2M +399,807 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$40.4M +$4.56M +41,273 +13%
Jane Street
28
Jane Street
New York
$30.6M +$18.6M +167,901 +155%
Bank of Nova Scotia
29
Bank of Nova Scotia
Ontario, Canada
$28.9M +$4.39M +39,751 +18%
TM
30
Titan Managers
Arizona
$26.9M +$936K +8,467 +4%
CS
31
Comerica Securities
Michigan
$26.3M +$462K +4,179 +2%
JIR
32
James Investment Research
Ohio
$25.7M +$4.17M +37,753 +19%
FSA
33
Financial Sense Advisors
California
$25.4M -$20M -181,263 -44%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$24.7M +$500K +4,522 +2%
ACA
35
Anchor Capital Advisors
Massachusetts
$23.2M -$4.73M -42,833 -17%
SI
36
SimpliFi Inc
California
$22.9M +$926K +8,383 +4%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$22.2M +$154K +1,391 +0.7%
FIA
38
Foundations Investment Advisors
Arizona
$21.9M +$21.9M +198,319 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$21.6M – – –
SFP
40
Shepherd Financial Partners
Massachusetts
$19.1M +$236K +2,136 +1%
GJIC
41
Gamble Jones Investment Counsel
California
$18.3M +$1.47M +13,323 +9%
AWA
42
Alaska Wealth Advisors
Alaska
$18M – – –
NYLIM
43
New York Life Investment Management
New York
$17.4M – – –
HI
44
Hudock Inc
Pennsylvania
$17M -$375K -3,392 -2%
FTUS
45
Flow Traders U.S.
New York
$16.2M +$424K +3,834 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$16.1M -$1.13M -10,225 -7%
Citadel Advisors
47
Citadel Advisors
Florida
$15.4M +$12.7M +115,219 +479%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2M +$453K +4,103 +3%
SB
49
Suntrust Banks
Georgia
$15.1M -$499K -4,519 -3%
KFA
50
Kays Financial Advisory
Georgia
$14.4M +$456K +4,124 +3%
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3 4 5

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.