iShares 0-1 Year Treasury Bond ETF
139 hedge funds and large institutions have $1.25B invested in iShares 0-1 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 18 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 38
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
26% more capital invested
Capital invested by funds: $995M → $1.25B (+$254M)
3% more funds holding
Funds holding: 135 → 139 (+4)
2.04% more ownership
Funds ownership: 19.35% → 21.39% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $27.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$86.1M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$63M |
| 3 |
Morgan Stanley
New York
|
+$52.3M |
| 4 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$24.5M |
| 5 |
Betterment LLC
New York
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$52.2M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$14.6M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$14.4M |
| 4 |
SG Americas Securities
New York
|
-$12.4M |
| 5 |
Goldman Sachs
New York
|
-$7.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
151
Wedbush Securities
Los Angeles,
California
| – | -$552K | -4,999 | Closed |
|
|
PWAG
152
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$329K | -2,986 | Closed |
|
|
CCM
153
Coldstream Capital Management
Bellevue,
Washington
| – | -$202K | -1,827 | Closed |
|
|
CLOS
154
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$171K | -1,550 | Closed |
|
|
UCFA
155
United Capital Financial Advisors
Irving,
Texas
| – | -$790K | -395 | Closed |
|
156
Creative Planning
Overland Park,
Kansas
| – | -$18K | -163 | Closed |
|
|
AIM
157
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$5K | -41 | Closed |
|
SHV Hedge Fund Activity: Q3 2017 in Review
139 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2017, worth a combined $1.25B — up 26% from $995M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SHV positions and 18 closed out — a net gain of 7 holders — while 53 added to existing stakes and 38 trimmed.
The largest buyer was UBS Group, adding an estimated $86.1M. The largest seller was Credit Suisse, exiting entirely with an estimated $52.2M sold.
- 139 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2017, up from 135 in Q2 2017.
- Funds reported $1.25B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2017, up 26% quarter-over-quarter.
- 25 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2017 and 18 closed out, a net change of +7 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2017 was UBS Group, an estimated $86.1M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2017 was Credit Suisse, an estimated $52.2M sold.
Based on aggregated 13F filings for Q3 2017.