We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF

122 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.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

5% more funds holding

Funds holding: 116122 (+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: 1210 (-2)

17% less capital invested

Capital invested by funds: $1.74B → $1.44B (-$291M)

33% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 45

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
3.2%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
30
Increased
30
Reduced
45
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$225M -$37.8M -342,454 -14%
MFRM
2
Milliman Financial Risk Management
Illinois
$212M +$212M +1,921,514 New
JIR
3
James Investment Research
Ohio
$94.3M -$971K -8,808 -1%
Morgan Stanley
4
Morgan Stanley
New York
$93M -$20.1M -182,217 -18%
UBS Group
5
UBS Group
Switzerland
$81.9M -$26.2M -237,700 -24%
Wells Fargo
6
Wells Fargo
California
$68.6M -$10.8M -97,736 -14%
BIT
7
BlackRock Institutional Trust
California
$67.3M +$1.27M +11,521 +2%
HI
8
Horizon Investments
North Carolina
$65.2M -$16.2M -146,913 -20%
CC
9
Curian Capital
Colorado
$59.1M -$146M -1,325,098 -71%
Betterment LLC
10
Betterment LLC
New York
$58.7M +$6.51M +59,051 +12%
LPL Financial
11
LPL Financial
California
$46.7M -$3.31M -30,010 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$31.7M -$1.23M -11,124 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$28.6M +$27.7M +250,998 +2,852%
IA
14
IndexIQ Advisors
New York
$28M -$19M -172,064 -40%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27.6M +$3.78M +34,250 +16%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$23.5M +$13M +117,850 +124%
SWA
17
SFMG Wealth Advisors
Texas
$23.3M -$457K -4,148 -2%
RJA
18
Raymond James & Associates
Florida
$19.3M +$10.8M +97,595 +127%
QA
19
Quantitative Advantage
Minnesota
$18M -$25.4M -230,375 -58%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$12.8M +$7.15M +64,865 +127%
CC
21
Cedar Capital
Illinois
$8.5M +$8.5M +77,085 New
SG Americas Securities
22
SG Americas Securities
New York
$8.26M +$8.26M +74,920 New
BFA
23
Beaumont Financial Advisors
Massachusetts
$6.39M +$6M +54,405 +1,519%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$6.31M +$2.57M +23,345 +69%
FIM
25
Freedom Investment Management
Connecticut
$6.3M +$3.91M +35,478 +163%