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iShares 0-1 Year Treasury Bond ETF
SHV

391 hedge funds and large institutions have $8.08B invested in iShares 0-1 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

14% more funds holding

Funds holding: 344 → 391 (+47)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.14% more ownership

Funds ownership: 39.01% → 39.15% (+0.14%)

5% less capital invested

Capital invested by funds: $8.5B → $8.08B (-$418M)

2% less funds holding in top 10

Funds holding in top 10: 42 → 41 (-1)

Holders
391
Holders Change
+47
Holders Change %
+13.66%
% of All Funds
7.7%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.81%
New
92
Increased
132
Reduced
123
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$199M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$67M
3
EIC
Equity Investment Corp
Georgia
+$54.6M
4
UBS Group
UBS Group
Switzerland
+$35.2M
5
Ameriprise
Ameriprise
Minnesota
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$355M
2
Jane Street
Jane Street
New York
-$254M
3
GC
Grimes & Company
Massachusetts
-$215M
4
Wells Fargo
Wells Fargo
California
-$185M
5
Goldman Sachs
Goldman Sachs
New York
-$49.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
126
Independent Advisor Alliance
North Carolina
$3.18M +$2.61M +23,608 +452%
Deutsche Bank
127
Deutsche Bank
Germany
$3.14M +$142K +1,285 +5%
DIM
128
Delta Investment Management
California
$3.09M +$1.03M +9,340 +50%
FAAS
129
First Allied Advisory Services
California
$2.98M -$320K -2,892 -10%
MA
130
Mutual Advisors
Nebraska
$2.97M -$37.3K -337 -1%
APW
131
Acima Private Wealth
Virginia
$2.96M +$179K +1,620 +6%
AWM
132
Argent Wealth Management
Massachusetts
$2.95M +$2.95M +26,681 New
Baird Financial Group
133
Baird Financial Group
Wisconsin
$2.95M -$919K -8,313 -24%
WS
134
Wedbush Securities
California
$2.94M -$1.31M -11,826 -31%
AP
135
Advisor Partners
California
$2.89M +$2.89M +26,174 New
5L
136
55I LLC
Massachusetts
$2.86M -$5.3M -47,916 -65%
TAIM
137
TD Ameritrade Investment Management
Nebraska
$2.84M +$10.3K +93 +0.4%
OIA
138
OneDigital Investment Advisors
Kansas
$2.42M +$2.42M +21,905 New
SWP
139
Strategic Wealth Partners
Ohio
$2.29M -$2.02M -18,289 -47%
GWM
140
Geneos Wealth Management
Colorado
$2.25M +$2.24M +20,299 +16,370%
FM
141
Family Management
New York
$2.24M -$6.96M -62,936 -76%
KPWG
142
KFA Private Wealth Group
Virginia
$2.22M +$2.22M +20,075 New
SCA
143
Snowden Capital Advisors
New York
$2.18M -$4.75K -43 -0.2%
OFG
144
Oxford Financial Group
Indiana
$2.05M +$2.05M +18,542 New
KeyBank National Association
145
KeyBank National Association
Ohio
$2.03M +$204K +1,848 +11%
AA
146
Ancora Advisors
Ohio
$1.99M +$995K +9,000 +100%
SCM
147
SOL Capital Management
Maryland
$1.96M +$1.96M +17,738 New
AP
148
Advisors Preferred
Maryland
$1.95M -$4.05M -36,600 -67%
PA
149
Parallel Advisors
California
$1.95M +$1.05M +9,540 +118%
CAAS
150
Capital Asset Advisory Services
Michigan
$1.91M +$1.91M +17,291 New
4 5
6
7 8

SHV Hedge Fund Activity: Q4 2019 in Review

391 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2019, worth a combined $8.08B — down 4.9% from $8.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SHV positions and 38 closed out — a net gain of 54 holders — while 132 added to existing stakes and 123 trimmed.

The largest buyer was BlackRock, adding an estimated $199M. The largest seller was Betterment LLC, cutting an estimated $355M.

  • 391 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2019, up from 344 in Q3 2019.
  • Funds reported $8.08B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2019, down 4.9% quarter-over-quarter.
  • 92 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2019 and 38 closed out, a net change of +54 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2019 was BlackRock, an estimated $199M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2019 was Betterment LLC, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2019.