We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF
SHV

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
305
Holders Change
-5
Holders Change %
-1.61%
% of All Funds
6.6%
Holding in Top 10
36
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.77%
% of All Funds
0.78%
New
68
Increased
94
Reduced
107
Closed
69
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$569M
2
Betterment LLC
Betterment LLC
New York
+$207M
3
CC
Cassaday & Co
Virginia
+$81.7M
4
FSA
Financial Sense Advisors
California
+$42M
5
BCM
BBT Capital Management
Texas
+$22.6M

Top Sellers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
-$1.86B
2
GC
Grimes & Company
Massachusetts
-$250M
3
HI
Horizon Investments
North Carolina
-$207M
4
AssetMark Inc
AssetMark Inc
California
-$169M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$138M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$1.99M +$698K +6,321 +54%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.94M +$1.93M +17,503 New
DIM
128
Delta Investment Management
California
$1.9M +$1.12M +10,129 +144%
DAS
129
Dynamic Advisor Solutions
Arizona
$1.9M -$1.52M -13,755 -45%
PMG
130
ProVise Management Group
Florida
$1.88M +$337K +3,050 +22%
WI
131
WBI Investments
New Jersey
$1.77M -$11.4M -103,271 -87%
HFS
132
HL Financial Services
Kentucky
$1.74M -$28.6K -259 -2%
IFS
133
Ifrah Financial Services
Arkansas
$1.73M -$41.9K -379 -2%
CIM
134
Cambria Investment Management
California
$1.69M +$204K +1,849 +14%
ECA
135
Elevated Capital Advisors
Utah
$1.68M +$1.67M +15,108 New
APP
136
Avantax Planning Partners
Iowa
$1.62M +$1.62M +14,646 New
FAAS
137
First Allied Advisory Services
California
$1.52M -$676K -6,120 -31%
KWA
138
KCS Wealth Advisory
California
$1.48M +$1.48M +13,395 New
SEI Investments
139
SEI Investments
Pennsylvania
$1.47M -$179K -1,625 -11%
VF
140
Virtu Financial
New York
$1.44M +$1.44M +13,056 New
SCI
141
Stableford Capital II
Arizona
$1.43M +$1.43M +12,912 New
PA
142
Parallel Advisors
California
$1.41M +$101K +917 +8%
CL
143
Cabana LLC
Arkansas
$1.4M +$5.41K +49 +0.4%
HPC
144
HM Payson & Co
Maine
$1.37M +$1.37M +12,413 New
WA
145
Winfield Associates
Ohio
$1.37M +$1.1M +10,000 +418%
MIH
146
Madison Investment Holdings
Wisconsin
$1.33M -$138K -1,251 -9%
WBC
147
West Branch Capital
Massachusetts
$1.3M -$200K -1,812 -13%
TCM
148
TD Capital Management
Tennessee
$1.25M +$1.2M +10,860 +2,561%
CAN
149
Cetera Advisor Networks
California
$1.23M -$407K -3,689 -25%
ACM
150
Allred Capital Management
Texas
$1.21M +$409K +3,706 +51%
4 5
6
7 8

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.