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iShares 0-1 Year Treasury Bond ETF
SHV

321 hedge funds and large institutions have $10.6B invested in iShares 0-1 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more capital invested

Capital invested by funds: $6.08B → $10.6B (+$4.54B)

44% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 45

28% more funds holding in top 10

Funds holding in top 10: 36 → 46 (+10)

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

12.06% more ownership

Funds ownership: 31.1% → 43.16% (+12%)

5% more funds holding

Funds holding: 305 → 321 (+16)

Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
6.97%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
1%
New
65
Increased
117
Reduced
97
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$3.85B
2
BlackRock
BlackRock
New York
+$278M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$215M
4
AssetMark Inc
AssetMark Inc
California
+$188M
5
GC
Grimes & Company
Massachusetts
+$158M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$101M
2
HI
Horizon Investments
North Carolina
-$96.9M
3
BS
Banco Santander
Spain
-$93.5M
4
PI
PFS Investments
Georgia
-$70.1M
5
IA
IndexIQ Advisors
New York
-$67.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
126
Modera Wealth Management
New Jersey
$2.88M – – –
Baird Financial Group
127
Baird Financial Group
Wisconsin
$2.88M -$9.75M -88,230 -77%
NHC
128
Nicholas Hoffman & Company
Georgia
$2.78M -$237K -2,144 -8%
TAIM
129
TD Ameritrade Investment Management
Nebraska
$2.78M +$174K +1,579 +7%
DADC
130
D.A. Davidson & Co
Montana
$2.65M +$2.65M +23,990 New
APW
131
Acima Private Wealth
Virginia
$2.65M +$2.65M +23,954 New
CHJWM
132
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.63M +$546K +4,943 +26%
VAG
133
VisionPoint Advisory Group
Texas
$2.63M -$9.06M -81,994 -78%
MWM
134
MorganRosel Wealth Management
Colorado
$2.53M -$3M -27,118 -54%
SS
135
Sunbelt Securities
Texas
$2.5M -$99.2K -898 -4%
VCM
136
Virtue Capital Management
Tennessee
$2.49M +$2.21M +19,992 +792%
IUHSA
137
Itau Unibanco Holding S.A.
Brazil
$2.47M +$122K +1,100 +5%
AWM
138
AE Wealth Management
Kansas
$2.45M +$2.45M +22,132 New
Deutsche Bank
139
Deutsche Bank
Germany
$2.44M -$1.04M -9,394 -30%
KeyBank National Association
140
KeyBank National Association
Ohio
$2.41M +$302K +2,734 +14%
CA
141
Cetera Advisors
Colorado
$2.35M +$1.35M +12,202 +135%
CL
142
Cabana LLC
Arkansas
$2.33M +$930K +8,420 +67%
SS
143
Simplicity Solutions
Minnesota
$2.3M +$2.29M +20,765 New
AA
144
Alesco Advisors
New York
$2.28M -$19.3K -175 -0.8%
SCA
145
Snowden Capital Advisors
New York
$2.16M +$30.9K +280 +1%
Truist Financial
146
Truist Financial
North Carolina
$2.13M +$142K +1,283 +7%
WS
147
Wedbush Securities
California
$2.08M +$1.22M +11,066 +143%
DIM
148
Delta Investment Management
California
$2.01M +$113K +1,026 +6%
PMG
149
ProVise Management Group
Florida
$1.88M – – –
CIM
150
Cambria Investment Management
California
$1.87M +$182K +1,643 +11%
4 5
6
7 8

SHV Hedge Fund Activity: Q2 2019 in Review

321 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2019, worth a combined $10.6B — up 75% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SHV positions and 45 closed out — a net gain of 20 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.85B. The largest seller was Wells Fargo, cutting an estimated $101M.

  • 321 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2019, up from 305 in Q1 2019.
  • Funds reported $10.6B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2019, up 75% quarter-over-quarter.
  • 65 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2019 and 45 closed out, a net change of +20 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $3.85B added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2019 was Wells Fargo, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2019.