iShares 0-1 Year Treasury Bond ETF
94 hedge funds and large institutions have $1.15B invested in iShares 0-1 Year Treasury Bond ETF in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
10.28% more ownership
Funds ownership: 22.84% → 33.12% (+10%)
4% more funds holding
Funds holding: 90 → 94 (+4)
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
0% more capital invested
Capital invested by funds: $1.14B → $1.15B (+$3.66M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$70.4M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$70.1M |
| 3 |
AssetMark Inc
Concord,
California
|
+$62.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$37.8M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
-$42.2M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$30.7M |
| 3 |
Goldman Sachs
New York
|
-$18.8M |
| 4 |
IFS
Ifrah Financial Services
Little Rock,
Arkansas
|
-$12.9M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$12.7M |
SHV Hedge Fund Activity: Q4 2013 in Review
94 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2013, worth a combined $1.15B — up 0.32% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SHV positions and 12 closed out — a net gain of 5 holders — while 35 added to existing stakes and 32 trimmed.
The largest buyer was Ameriprise, adding an estimated $70.4M. The largest seller was DRW Securities, exiting entirely with an estimated $42.2M sold.
- 94 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2013, up from 90 in Q3 2013.
- Funds reported $1.15B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2013, up 0.32% quarter-over-quarter.
- 17 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2013 and 12 closed out, a net change of +5 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2013 was Ameriprise, an estimated $70.4M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2013 was DRW Securities, an estimated $42.2M sold.
Based on aggregated 13F filings for Q4 2013.