iShares 0-1 Year Treasury Bond ETF
153 hedge funds and large institutions have $2.03B invested in iShares 0-1 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
62% more capital invested
Capital invested by funds: $1.25B → $2.03B (+$779M)
10.47% more ownership
Funds ownership: 21.39% → 31.86% (+10%)
10% more funds holding
Funds holding: 139 → 153 (+14)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
4% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 49
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $27.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$696M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$44M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$33.1M |
| 4 |
Betterment LLC
New York
|
+$29.3M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27.3M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$20.4M |
| 3 |
TG
TCW Group
Los Angeles,
California
|
-$19.4M |
| 4 |
Jane Street
New York
|
-$15.2M |
| 5 |
Goldman Sachs
New York
|
-$12.7M |
SHV Hedge Fund Activity: Q4 2017 in Review
153 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2017, worth a combined $2.03B — up 62% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SHV positions and 14 closed out — a net gain of 15 holders — while 47 added to existing stakes and 49 trimmed.
The largest buyer was BlackRock, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $27.3M.
- 153 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2017, up from 139 in Q3 2017.
- Funds reported $2.03B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2017, up 62% quarter-over-quarter.
- 29 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2017 and 14 closed out, a net change of +15 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2017 was BlackRock, an estimated $696M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2017 was Morgan Stanley, an estimated $27.3M sold.
Based on aggregated 13F filings for Q4 2017.