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iShares 0-1 Year Treasury Bond ETF

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: 3646 (+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: 305321 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Dakota Wealth Management
Florida
$927K +$213K +1,929 +30%
IIA
177
IPG Investment Advisors
California
$922K +$921K +8,334 New
William Blair & Company
178
William Blair & Company
Illinois
$921K +$8.07K +73 +0.9%
TIM
179
Tortoise Investment Management
New York
$906K -$74K -670 -8%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$864K +$863K +7,812 New
AllianceBernstein
181
AllianceBernstein
Tennessee
$863K +$4.42K +40 +0.5%
PFA
182
Pinnacle Family Advisors
Missouri
$836K +$884 +8 +0.1%
Prudential Financial
183
Prudential Financial
New Jersey
$824K -$193K -1,748 -19%
S
184
SignatureFD
Georgia
$813K +$414K +3,747 +104%
CIAS
185
Capital Investment Advisory Services
North Carolina
$812K -$50.1K -453 -6%
SCI
186
Stableford Capital II
Arizona
$803K -$625K -5,654 -44%
M&T Bank
187
M&T Bank
New York
$797K +$171K +1,547 +27%
OCM
188
One Capital Management
California
$792K +$202K +1,831 +34%
FGAM
189
Financial Gravity Asset Management
Texas
$782K -$160K -1,444 -17%
BPC
190
Banque Pictet & Cie
Switzerland
$763K +$762K +6,900 New
CAN
191
Cetera Advisor Networks
California
$738K -$493K -4,462 -40%
QCM
192
Quest Capital Management
Texas
$735K -$181K -1,640 -20%
SA
193
Sicart Associates
New York
$727K -$38.7K -350 -5%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$724K +$723K +6,542 New
HF
195
HRT Financial
New York
$708K +$358K +3,243 +103%
APG
196
Abacus Planning Group
South Carolina
$685K -$10.8K -98 -2%
F
197
Filament
Washington
$671K +$195K +1,768 +41%
EW
198
Emerson Wealth
Michigan
$671K +$7.18M +64,937 New
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$665K +$25.2K +228 +4%
AA
200
Ancora Advisors
Ohio
$664K +$331K +3,000 +100%

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.