iShares 0-1 Year Treasury Bond ETF
422 hedge funds and large institutions have $6.18B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 181 reducing their positions, and 47 closing their positions.
0.95% more ownership
Funds ownership: 43.18% → 44.12% (+0.95%)
3% less capital invested
Capital invested by funds: $6.33B → $6.18B (-$159M)
3% less funds holding
Funds holding: 437 → 422 (-15)
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
15% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 47
43% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 181
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$173M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$140M |
| 3 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
+$38M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$23.1M |
| 5 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$109M |
| 2 |
Morgan Stanley
New York
|
-$66.7M |
| 3 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
-$41.4M |
| 4 |
NRA
NSI Retail Advisors
Warrendale,
Pennsylvania
|
-$41.4M |
| 5 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$32.1M |
SHV Hedge Fund Activity: Q3 2021 in Review
422 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2021, worth a combined $6.18B — down 2.5% from $6.33B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of SHV and 40 opened new positions — a net loss of 7 holders — while 181 trimmed existing stakes and 104 added.
The largest buyer was BlackRock, adding an estimated $173M. The largest seller was Betterment LLC, cutting an estimated $109M.
- 422 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2021, down from 437 in Q2 2021.
- Funds reported $6.18B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2021, down 2.5% quarter-over-quarter.
- 40 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2021 and 47 closed out, a net change of -7 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2021 was BlackRock, an estimated $173M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2021 was Betterment LLC, an estimated $109M sold.
Based on aggregated 13F filings for Q3 2021.