iShares 0-1 Year Treasury Bond ETF
87 hedge funds and large institutions have $896M invested in iShares 0-1 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 13 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more capital invested
Capital invested by funds: $682M → $896M (+$214M)
8.86% more ownership
Funds ownership: 33.1% → 41.95% (+8.9%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding
Funds holding: 87 → 87 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$65.7M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$34M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$29.2M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$17.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$7.5M |
| 2 |
CNB
City National Bank
Beverly Hills,
California
|
-$5.65M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$4.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.63M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.93M |
SHV Hedge Fund Activity: Q3 2014 in Review
87 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2014, worth a combined $896M — up 31% from $682M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SHV positions and 13 closed out — a net gain of 1 holder — while 39 added to existing stakes and 18 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $65.7M. The largest seller was Scotia Capital, cutting an estimated $7.5M.
- 87 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $896M of iShares 0-1 Year Treasury Bond ETF stock for Q3 2014, up 31% quarter-over-quarter.
- 14 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2014 and 13 closed out, a net change of +1 holder.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2014 was AssetMark Inc, an estimated $65.7M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2014 was Scotia Capital, an estimated $7.5M sold.
Based on aggregated 13F filings for Q3 2014.