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iShares 0-1 Year Treasury Bond ETF
SHV

439 hedge funds and large institutions have $9.24B invested in iShares 0-1 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 191 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.84% less ownership

Funds ownership: 47.91% → 45.08% (-2.8%)

7% less funds holding

Funds holding: 474 → 439 (-35)

16% less capital invested

Capital invested by funds: $11B → $9.24B (-$1.8B)

29% less funds holding in top 10

Funds holding in top 10: 69 → 49 (-20)

32% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 191

39% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 80

Holders
439
Holders Change
-35
Holders Change %
-7.38%
% of All Funds
8.86%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.99%
New
49
Increased
129
Reduced
191
Closed
80
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$116M
2
Jane Street
Jane Street
New York
+$91.7M
3
Betterment LLC
Betterment LLC
New York
+$67M
4
DWA
Divergent Wealth Advisors
Utah
+$57.1M
5
FWM
Frontier Wealth Management
Missouri
+$35M

Top Sellers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
-$382M
2
Wells Fargo
Wells Fargo
California
-$229M
3
JP Morgan Chase
JP Morgan Chase
New York
-$195M
4
Stifel Financial
Stifel Financial
Missouri
-$174M
5
3AM
3EDGE Asset Management
Florida
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
176
Avantax Advisory Services
Texas
$2.45M +$2.08M +18,774 +555%
APG
177
Abacus Planning Group
South Carolina
$2.42M +$1.62M +14,656 +202%
VFP
178
Verus Financial Partners
Virginia
$2.42M +$2.22M +20,008 +1,056%
SWA
179
SFMG Wealth Advisors
Texas
$2.41M -$31.3K -283 -1%
TAIM
180
TD Ameritrade Investment Management
Nebraska
$2.4M -$223K -2,012 -8%
BII
181
Bainco International Investors
Massachusetts
$2.4M +$1.59M +14,375 +198%
TIM
182
Tortoise Investment Management
New York
$2.34M -$161K -1,455 -6%
MFW
183
Meristem Family Wealth
Minnesota
$2.34M -$26.6K -240 -1%
SCA
184
Snowden Capital Advisors
New York
$2.34M +$5.98K +54 +0.3%
OFG
185
OmniStar Financial Group
North Carolina
$2.33M +$220K +1,985 +10%
ACM
186
Alethea Capital Management
Washington
$2.27M – – –
SAS
187
Stelac Advisory Services
New York
$2.27M -$1.8M -16,264 -44%
FWSM
188
First Wilshire Securities Management
California
$2.26M +$350K +3,161 +18%
NA
189
NewEdge Advisors
Louisiana
$2.17M +$766K +6,914 +55%
PAS
190
Park Avenue Securities
New York
$2.17M +$451K +4,070 +26%
APCM
191
Alaska Permanent Capital Management
Alaska
$2.08M -$5.06M -45,699 -71%
IC
192
Inscription Capital
Texas
$2.08M +$2.08M +18,768 New
CIG
193
Cairn Investment Group
Washington
$2.02M -$710K -6,410 -26%
SHIM
194
Stone House Investment Management
Pennsylvania
$1.95M -$840K -7,588 -30%
AllianceBernstein
195
AllianceBernstein
Tennessee
$1.95M +$209K +1,884 +12%
AI
196
Atria Investments
North Carolina
$1.92M -$3.97M -35,815 -67%
EWA
197
ERTS Wealth Advisors
Michigan
$1.84M +$177K +1,597 +11%
VFA
198
Values First Advisors
Tennessee
$1.82M +$95.5K +863 +6%
BL
199
BFSG LLC
California
$1.82M -$813K -7,343 -31%
KeyBank National Association
200
KeyBank National Association
Ohio
$1.81M +$86.8K +784 +5%
6 7
8
9 10

SHV Hedge Fund Activity: Q3 2020 in Review

439 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2020, worth a combined $9.24B — down 16% from $11B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of SHV and 49 opened new positions — a net loss of 31 holders — while 191 trimmed existing stakes and 129 added.

The largest buyer was AssetMark Inc, adding an estimated $116M. The largest seller was Milliman Financial Risk Management, cutting an estimated $382M.

  • 439 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2020, down from 474 in Q2 2020.
  • Funds reported $9.24B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2020, down 16% quarter-over-quarter.
  • 49 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2020 and 80 closed out, a net change of -31 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2020 was AssetMark Inc, an estimated $116M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2020 was Milliman Financial Risk Management, an estimated $382M sold.

Based on aggregated 13F filings for Q3 2020.