iShares 0-1 Year Treasury Bond ETF
474 hedge funds and large institutions have $11B invested in iShares 0-1 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 159 increasing their positions, 159 reducing their positions, and 63 closing their positions.
49% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 63
6% more funds holding
Funds holding: 446 → 474 (+28)
0% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 159
11.02% less ownership
Funds ownership: 58.94% → 47.91% (-11%)
14% less funds holding in top 10
Funds holding in top 10: 80 → 69 (-11)
19% less capital invested
Capital invested by funds: $13.7B → $11B (-$2.64B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$113M |
| 2 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$98.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$82.3M |
| 4 |
Betterment LLC
New York
|
+$62.1M |
| 5 |
Jane Street
New York
|
+$59.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$1.86B |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$291M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$170M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$169M |
| 5 |
AssetMark Inc
Concord,
California
|
-$168M |
SHV Hedge Fund Activity: Q2 2020 in Review
474 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2020, worth a combined $11B — down 19% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SHV positions and 63 closed out — a net gain of 31 holders — while 159 added to existing stakes and 159 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $113M. The largest seller was Milliman Financial Risk Management, cutting an estimated $1.86B.
- 474 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2020, up from 446 in Q1 2020.
- Funds reported $11B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2020, down 19% quarter-over-quarter.
- 94 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2020 and 63 closed out, a net change of +31 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $113M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2020 was Milliman Financial Risk Management, an estimated $1.86B sold.
Based on aggregated 13F filings for Q2 2020.