iShares 0-1 Year Treasury Bond ETF
305 hedge funds and large institutions have $6.08B invested in iShares 0-1 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 69 closing their positions.
1% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 69
2% less funds holding
Funds holding: 310 → 305 (-5)
10.65% less ownership
Funds ownership: 41.74% → 31.1% (-11%)
12% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 107
29% less capital invested
Capital invested by funds: $8.51B → $6.08B (-$2.43B)
31% less funds holding in top 10
Funds holding in top 10: 52 → 36 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$569M |
| 2 |
Betterment LLC
New York
|
+$207M |
| 3 |
CC
Cassaday & Co
Mclean,
Virginia
|
+$81.7M |
| 4 |
FSA
Financial Sense Advisors
San Diego,
California
|
+$42M |
| 5 |
BCM
BBT Capital Management
Fort Worth,
Texas
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$1.86B |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$250M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$207M |
| 4 |
AssetMark Inc
Concord,
California
|
-$169M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$138M |
SHV Hedge Fund Activity: Q1 2019 in Review
305 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2019, worth a combined $6.08B — down 29% from $8.51B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of SHV and 68 opened new positions — a net loss of 1 holder — while 107 trimmed existing stakes and 94 added.
The largest buyer was Wells Fargo, adding an estimated $569M. The largest seller was Milliman Financial Risk Management, exiting entirely with an estimated $1.86B sold.
- 305 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2019, down from 310 in Q4 2018.
- Funds reported $6.08B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2019, down 29% quarter-over-quarter.
- 68 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2019 and 69 closed out, a net change of -1 holder.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $569M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2019 was Milliman Financial Risk Management, an estimated $1.86B sold.
Based on aggregated 13F filings for Q1 2019.