iShares 0-1 Year Treasury Bond ETF
123 hedge funds and large institutions have $1.44B invested in iShares 0-1 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 45 reducing their positions, and 23 closing their positions.
30% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 23
5% more funds holding
Funds holding: 117 → 123 (+6)
4.31% more ownership
Funds ownership: 43.68% → 47.99% (+4.3%)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
18% less capital invested
Capital invested by funds: $1.75B → $1.44B (-$308M)
33% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$27.7M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$13M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.8M |
| 4 |
SG Americas Securities
New York
|
+$8.26M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$199M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
-$146M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$59.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$37.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$26.2M |
SHV Hedge Fund Activity: Q4 2015 in Review
123 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2015, worth a combined $1.44B — down 18% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SHV positions and 23 closed out — a net gain of 7 holders — while 30 added to existing stakes and 45 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $27.7M. The largest seller was Schroder Investment Management Group, cutting an estimated $199M.
- 123 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2015, up from 117 in Q3 2015.
- Funds reported $1.44B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2015, down 18% quarter-over-quarter.
- 30 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2015 and 23 closed out, a net change of +7 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2015 was Cambridge Investment Research Advisors, an estimated $27.7M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2015 was Schroder Investment Management Group, an estimated $199M sold.
Based on aggregated 13F filings for Q4 2015.