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iShares 0-1 Year Treasury Bond ETF
SHV

225 hedge funds and large institutions have $4.03B invested in iShares 0-1 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

37% more funds holding in top 10

Funds holding in top 10: 19 → 26 (+7)

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

4% more funds holding

Funds holding: 217 → 225 (+8)

1.5% less ownership

Funds ownership: 29.08% → 27.57% (-1.5%)

7% less capital invested

Capital invested by funds: $4.34B → $4.03B (-$311M)

Holders
225
Holders Change
+8
Holders Change %
+3.69%
% of All Funds
5.14%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.59%
New
38
Increased
90
Reduced
55
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$168M
2
Wells Fargo
Wells Fargo
California
+$74.8M
3
CWM
Cornerstone Wealth Management
Missouri
+$50M
4
GC
Grimes & Company
Massachusetts
+$35.9M
5
Morgan Stanley
Morgan Stanley
New York
+$34.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$443M
2
Citigroup
Citigroup
New York
-$262M
3
PI
PFS Investments
Georgia
-$32.1M
4
WCM
Weatherstone Capital Management
Colorado
-$30.9M
5
CS
Credit Suisse
Switzerland
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
76
AFAM Capital
Texas
$4.18M +$718K +6,507 +21%
KL
77
KWMG LLC
Kansas
$4.1M +$500K +4,534 +14%
FA
78
FDx Advisors
Illinois
$4.02M -$484K -4,382 -11%
VFA
79
Voya Financial Advisors
Connecticut
$3.68M -$499K -4,524 -12%
CCM
80
CWH Capital Management
Washington
$3.65M -$560K -5,078 -13%
MWM
81
Modera Wealth Management
New Jersey
$3.15M +$1M +9,064 +47%
APCM
82
Alaska Permanent Capital Management
Alaska
$3.01M -$87.7K -795 -3%
TAIM
83
TD Ameritrade Investment Management
Nebraska
$2.58M +$679K +6,151 +36%
MML Investors Services
84
MML Investors Services
Massachusetts
$2.5M +$1.69M +15,347 +211%
A
85
AdvicePeriod
California
$2.44M +$576K +5,220 +31%
TCM
86
TD Capital Management
Tennessee
$2.39M +$2.39M +21,670 New
AA
87
Alesco Advisors
New York
$2.36M -$23.7K -215 -1%
HH
88
Hilltop Holdings
Texas
$2.24M +$1.51M +13,656 +207%
MHS
89
M Holdings Securities
Oregon
$2.18M +$1.28M +11,583 +143%
IUHSA
90
Itau Unibanco Holding S.A.
Brazil
$2.07M +$2.07M +18,739 New
Comerica Bank
91
Comerica Bank
Texas
$1.86M +$288K +2,607 +18%
CCM
92
Crabel Capital Management
California
$1.85M – – –
IFS
93
Ifrah Financial Services
Arkansas
$1.8M -$38.3K -347 -2%
HFS
94
HL Financial Services
Kentucky
$1.78M +$1.78M +16,114 New
SEI Investments
95
SEI Investments
Pennsylvania
$1.59M -$199K -1,799 -11%
APP
96
Avantax Planning Partners
Iowa
$1.59M – – –
CIM
97
Cambria Investment Management
California
$1.57M -$26.4K -239 -2%
CL
98
Cabana LLC
Arkansas
$1.38M +$6.07K +55 +0.4%
SB
99
Suntrust Banks
Georgia
$1.37M +$736K +6,667 +116%
BCM
100
Brasada Capital Management
Texas
$1.33M +$506K +4,581 +61%
2 3
4
5 6

SHV Hedge Fund Activity: Q3 2018 in Review

225 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2018, worth a combined $4.03B — down 7.2% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SHV positions and 29 closed out — a net gain of 9 holders — while 90 added to existing stakes and 55 trimmed.

The largest buyer was Betterment LLC, adding an estimated $168M. The largest seller was BlackRock, cutting an estimated $443M.

  • 225 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2018, up from 217 in Q2 2018.
  • Funds reported $4.03B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2018, down 7.2% quarter-over-quarter.
  • 38 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2018 and 29 closed out, a net change of +9 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2018 was Betterment LLC, an estimated $168M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2018 was BlackRock, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2018.