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iShares 0-1 Year Treasury Bond ETF

90 hedge funds and large institutions have $1.22B invested in iShares 0-1 Year Treasury Bond ETF in 2013 Q2 according to their latest regulatory filings, with 90 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

24.99% more ownership

Funds ownership: 0%24.99% (+25%)

Holders
90
Holders Change
+90
Holders Change %
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
90
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
GF
1
Genworth Financial
Virginia
$198M +$198M +1,793,669 New
Ameriprise
2
Ameriprise
Minnesota
$176M +$176M +1,600,877 New
Morgan Stanley
3
Morgan Stanley
New York
$123M +$123M +1,118,032 New
BFA
4
BlackRock Fund Advisors
California
$101M +$101M +917,426 New
Bank of America
5
Bank of America
North Carolina
$92.5M +$92.6M +839,601 New
BIT
6
BlackRock Institutional Trust
California
$46.1M +$46.1M +418,027 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$43.4M +$43.4M +393,748 New
JIR
8
James Investment Research
Ohio
$42M
IA
9
IndexIQ Advisors
New York
$41.4M +$41.4M +375,553 New
UCFA
10
United Capital Financial Advisors
Texas
$34.6M +$34.6M +313,616 New
Wells Fargo
11
Wells Fargo
California
$32.8M +$32.8M +297,179 New
SAM
12
Shamrock Asset Management
Texas
$30.5M +$30.5M +276,879 New
AUIM
13
Aegon USA Investment Management
Iowa
$30.5M +$30.5M +276,330 New
U
14
UBS
Switzerland
$18.7M +$18.7M +169,925 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.2M +$17.2M +156,276 New
IFS
16
Ifrah Financial Services
Arkansas
$15M +$15M +136,191 New
RJA
17
Raymond James & Associates
Florida
$14M +$14M +127,235 New
AIG
18
American International Group
New York
$12.8M +$12.8M +115,768 New
PI
19
Placemark Investments
Illinois
$12.6M +$12.6M +113,855 New
Citigroup
20
Citigroup
New York
$11.3M +$11.3M +102,922 New
TFA
21
Transamerica Financial Advisors
Florida
$11.2M +$11.2M +102,030 New
Goldman Sachs
22
Goldman Sachs
New York
$10.6M +$10.6M +95,850 New
AI
23
Atria Investments
North Carolina
$10.4M +$10.4M +93,926 New
TAIM
24
TD Ameritrade Investment Management
Nebraska
$6.19M +$6.19M +56,174 New
Deutsche Bank
25
Deutsche Bank
Germany
$5.57M +$5.58M +50,575 New

SHV Hedge Fund Activity: Q2 2013 in Review

90 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2013, worth a combined $1.22B.

Buyers outnumbered sellers: 90 funds opened new SHV positions and 0 closed out — a net gain of 90 holders — while 0 added to existing stakes and 0 trimmed.

  • 90 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.22B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2013.
  • 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2013 and 0 closed out, a net change of +90 holders.

Based on aggregated 13F filings for Q2 2013.