iShares 0-1 Year Treasury Bond ETF
101 hedge funds and large institutions have $1.89B invested in iShares 0-1 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
111% more capital invested
Capital invested by funds: $896M → $1.89B (+$996M)
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
16% more funds holding
Funds holding: 87 → 101 (+14)
13.92% less ownership
Funds ownership: 41.95% → 28.03% (-14%)
14% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$283M |
| 2 |
AssetMark Inc
Concord,
California
|
+$124M |
| 3 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$75.9M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
+$36.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.9M |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$30.3M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$21.2M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$8.45M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$7.13M |
SHV Hedge Fund Activity: Q4 2014 in Review
101 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2014, worth a combined $1.89B — up 111% from $896M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SHV positions and 12 closed out — a net gain of 15 holders — while 30 added to existing stakes and 35 trimmed.
The largest buyer was Ameriprise, adding an estimated $283M. The largest seller was Royal Bank of Canada, cutting an estimated $34.9M.
- 101 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2014, up from 87 in Q3 2014.
- Funds reported $1.89B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2014, up 111% quarter-over-quarter.
- 27 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2014 and 12 closed out, a net change of +15 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2014 was Ameriprise, an estimated $283M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $34.9M sold.
Based on aggregated 13F filings for Q4 2014.