iShares 0-1 Year Treasury Bond ETF
116 hedge funds and large institutions have $2B invested in iShares 0-1 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 24 closing their positions.
39% more capital invested
Capital invested by funds: $1.44B → $2B (+$558M)
4.62% more ownership
Funds ownership: 47.99% → 52.61% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
5% less funds holding
Funds holding: 122 → 116 (-6)
17% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 24
17% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 42
Top Buyers
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$462M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$60.5M |
| 3 |
Morgan Stanley
New York
|
+$50.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$42.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$41M |
Top Sellers
SHV Hedge Fund Activity: Q1 2016 in Review
116 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2016, worth a combined $2B — up 39% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of SHV and 20 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 35 added.
The largest buyer was Milliman Financial Risk Management, adding an estimated $462M. The largest seller was BlackRock Institutional Trust, cutting an estimated $60.8M.
- 116 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2016, down from 122 in Q4 2015.
- Funds reported $2B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2016, up 39% quarter-over-quarter.
- 20 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2016 and 24 closed out, a net change of -4 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2016 was Milliman Financial Risk Management, an estimated $462M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2016 was BlackRock Institutional Trust, an estimated $60.8M sold.
Based on aggregated 13F filings for Q1 2016.