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iShares 0-1 Year Treasury Bond ETF
SHV

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
3.47%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
29
Increased
47
Reduced
49
Closed
14
Calls
–
Puts
$27.6M
Net Calls
-$27.6M
Net Calls Change
+$39K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$696M
2
Bank of America
Bank of America
North Carolina
+$44M
3
Stifel Financial
Stifel Financial
Missouri
+$33.1M
4
Betterment LLC
Betterment LLC
New York
+$29.3M
5
IA
IndexIQ Advisors
New York
+$27.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$27.3M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$20.4M
3
TG
TCW Group
California
-$19.4M
4
Jane Street
Jane Street
New York
-$15.2M
5
Goldman Sachs
Goldman Sachs
New York
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Stockman Wealth Management
Montana
$606K – – –
SP
77
Symmetry Partners
Connecticut
$575K -$76.3K -692 -12%
Asset Management One
78
Asset Management One
Japan
$573K – – –
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$573K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$544K -$25.5K -231 -4%
DCM
81
Dimension Capital Management
Florida
$542K +$41.9K +380 +8%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$538K – – –
SKK
83
Shepherd Kaplan Krochuk
Massachusetts
$529K – – –
SEI Investments
84
SEI Investments
Pennsylvania
$507K +$86.7K +786 +21%
FGC
85
Financial Gravity Companies
Texas
$503K +$502K +4,554 New
SA
86
Sicart Associates
New York
$496K +$496K +4,500 New
CC
87
Cassaday & Co
Virginia
$487K +$487K +4,417 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$482K -$11.7K -106 -2%
MML Investors Services
89
MML Investors Services
Massachusetts
$474K +$105K +949 +28%
CWM
90
Cornerstone Wealth Management
Missouri
$473K -$14.6K -132 -3%
IFWM
91
Institute for Wealth Management
Colorado
$468K -$1.15M -10,446 -71%
JP Morgan Chase
92
JP Morgan Chase
New York
$441K – – –
HI
93
Horizon Investments
North Carolina
$398K -$205K -1,861 -34%
SPC
94
Sigma Planning Corp
Michigan
$384K -$98.7K -895 -20%
Lido Advisors
95
Lido Advisors
California
$369K +$11.6K +105 +3%
Wolverine Trading
96
Wolverine Trading
Illinois
$353K +$354K +3,206 New
VCWA
97
Vanguard Capital Wealth Advisors
Colorado
$337K +$326K +2,955 New
ECAM
98
East Coast Asset Management
Massachusetts
$336K – – –
SLG
99
Stanley-Laman Group
Pennsylvania
$330K -$67.7K -614 -17%
BCI
100
Brinker Capital Investments
Pennsylvania
$314K -$8.38K -76 -3%
2 3
4
5 6

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.