iShares 0-1 Year Treasury Bond ETF
110 hedge funds and large institutions have $3.05B invested in iShares 0-1 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
61% more capital invested
Capital invested by funds: $1.89B → $3.05B (+$1.16B)
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
9% more funds holding
Funds holding: 101 → 110 (+9)
31% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.57B |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$211M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$194M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$59.5M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$189M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$121M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$38.4M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$34.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$25.2M |
SHV Hedge Fund Activity: Q1 2015 in Review
110 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2015, worth a combined $3.05B — up 61% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SHV positions and 15 closed out — a net gain of 11 holders — while 27 added to existing stakes and 39 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.57B. The largest seller was AssetMark Inc, cutting an estimated $189M.
- 110 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2015, up from 101 in Q4 2014.
- Funds reported $3.05B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2015, up 61% quarter-over-quarter.
- 26 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2015 and 15 closed out, a net change of +11 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2015 was Ameriprise, an estimated $1.57B added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2015 was AssetMark Inc, an estimated $189M sold.
Based on aggregated 13F filings for Q1 2015.