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iShares 0-1 Year Treasury Bond ETF

135 hedge funds and large institutions have $1.19B invested in iShares 0-1 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$26.3M)

4% less funds holding

Funds holding: 140135 (-5)

5.74% less ownership

Funds ownership: 30.31%24.57% (-5.7%)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

Holders
135
Holders Change
-5
Holders Change %
-3.57%
% of All Funds
3.36%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
22
Increased
38
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
126
Alpha Omega Wealth Management
Virginia
$6K
WA
127
WFG Advisors
Texas
$6K
AIP
128
Ameritas Investment Partners
Nebraska
$5K
GRP
129
Global Retirement Partners
California
$5K
PK
130
Pflug Koory
Nebraska
$4K
SQA
131
Simon Quick Advisors
New Jersey
$3K +$3.31K +30 New
AssetMark Inc
132
AssetMark Inc
California
$2K -$1.89M -17,133 -100%
BTIS
133
BB&T Investment Services
North Carolina
$1K
TFA
134
Transamerica Financial Advisors
Florida
$1K
CS
135
Credit Suisse
Switzerland
-$56.1M -508,447 Closed
QA
136
Quantitative Advantage
Minnesota
-$9.78M -88,621 Closed
LSV Asset Management
137
LSV Asset Management
Illinois
-$9.38M -85,000 Closed
FCM
138
Firsthand Capital Management
California
-$2.37M -21,500 Closed
Citadel Advisors
139
Citadel Advisors
Florida
-$1.96M -17,761 Closed
SWA
140
SFMG Wealth Advisors
Texas
-$871K -7,894 Closed
BC
141
Brinker Capital
Pennsylvania
-$750K -6,797 Closed
EF
142
Empirical Finance
Pennsylvania
-$684K -6,194 Closed
CI
143
Cavalier Investments
Georgia
-$521K -4,725 Closed
CC
144
Cedar Capital
Illinois
-$520K -4,708 Closed
VF
145
Virtu Financial
New York
-$496K -4,499 Closed
PFS
146
Prospera Financial Services
Texas
-$422K -3,830 Closed
SPC
147
Sigma Planning Corp
Michigan
-$311K -2,823 Closed
ACI
148
Alpha Cubed Investments
California
-$290K -2,627 Closed
BWM
149
BerganKDV Wealth Management
Minnesota
-$218K -1,976 Closed
DAM
150
Delta Asset Management
Tennessee
-$70K -634 Closed

SHV Hedge Fund Activity: Q1 2017 in Review

135 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2017, worth a combined $1.19B — up 2.3% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SHV positions and 20 closed out — a net gain of 2 holders — while 38 added to existing stakes and 45 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was Credit Suisse, exiting entirely with an estimated $56.1M sold.

  • 135 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2017, down from 140 in Q4 2016.
  • Funds reported $1.19B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2017, up 2.3% quarter-over-quarter.
  • 22 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2017 and 20 closed out, a net change of +2 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2017 was Citigroup, an estimated $122M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2017 was Credit Suisse, an estimated $56.1M sold.

Based on aggregated 13F filings for Q1 2017.