iShares 0-1 Year Treasury Bond ETF
345 hedge funds and large institutions have $8.5B invested in iShares 0-1 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 116 reducing their positions, and 38 closing their positions.
66% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 38
7% more funds holding
Funds holding: 321 → 345 (+24)
9% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 116
4.15% less ownership
Funds ownership: 43.16% → 39.01% (-4.2%)
9% less funds holding in top 10
Funds holding in top 10: 46 → 42 (-4)
20% less capital invested
Capital invested by funds: $10.6B → $8.5B (-$2.13B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$254M |
| 2 |
Jane Street
New York
|
+$233M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$71.5M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$61.4M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$56.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.61B |
| 2 |
Wells Fargo
San Francisco,
California
|
-$180M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$55.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$22.2M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$21.9M |
SHV Hedge Fund Activity: Q3 2019 in Review
345 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2019, worth a combined $8.5B — down 20% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SHV positions and 38 closed out — a net gain of 25 holders — while 127 added to existing stakes and 116 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $254M. The largest seller was JP Morgan Chase, cutting an estimated $2.61B.
- 345 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2019, up from 321 in Q2 2019.
- Funds reported $8.5B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2019, down 20% quarter-over-quarter.
- 63 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2019 and 38 closed out, a net change of +25 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2019 was Fidelity Investments, an estimated $254M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $2.61B sold.
Based on aggregated 13F filings for Q3 2019.