iShares 0-1 Year Treasury Bond ETF
90 hedge funds and large institutions have $1.14B invested in iShares 0-1 Year Treasury Bond ETF in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
0% more funds holding
Funds holding: 90 → 90 (0)
2.15% less ownership
Funds ownership: 24.99% → 22.84% (-2.2%)
6% less capital invested
Capital invested by funds: $1.22B → $1.14B (-$77.5M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
38% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
+$42.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.7M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$11.1M |
| 5 |
Goldman Sachs
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$120M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$34.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.9M |
| 4 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$29.5M |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$27.9M |
SHV Hedge Fund Activity: Q3 2013 in Review
90 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2013, worth a combined $1.14B — down 6.4% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SHV positions and 13 closed out — a net gain of 2 holders — while 23 added to existing stakes and 37 trimmed.
The largest buyer was DRW Securities, opening a new position worth an estimated $42.2M. The largest seller was Ameriprise, cutting an estimated $120M.
- 90 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $1.14B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2013, down 6.4% quarter-over-quarter.
- 15 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2013 and 13 closed out, a net change of +2 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2013 was DRW Securities, an estimated $42.2M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2013 was Ameriprise, an estimated $120M sold.
Based on aggregated 13F filings for Q3 2013.