iShares 0-1 Year Treasury Bond ETF
119 hedge funds and large institutions have $1.36B invested in iShares 0-1 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 13 closing their positions.
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
1% more funds holding
Funds holding: 118 → 119 (+1)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
29% less capital invested
Capital invested by funds: $1.9B → $1.36B (-$544M)
43% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$24.5M |
| 2 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
+$7.93M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$7.05M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
+$5.57M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$300M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$69.5M |
| 3 |
Citigroup
New York
|
-$53.6M |
| 4 |
Morgan Stanley
New York
|
-$22.3M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$19M |
SHV Hedge Fund Activity: Q3 2016 in Review
119 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2016, worth a combined $1.36B — down 29% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SHV positions and 13 closed out — a net gain of 3 holders — while 26 added to existing stakes and 46 trimmed.
The largest buyer was Betterment LLC, adding an estimated $24.5M. The largest seller was Milliman Financial Risk Management, cutting an estimated $300M.
- 119 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2016, up from 118 in Q2 2016.
- Funds reported $1.36B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2016, down 29% quarter-over-quarter.
- 16 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2016 and 13 closed out, a net change of +3 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2016 was Betterment LLC, an estimated $24.5M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2016 was Milliman Financial Risk Management, an estimated $300M sold.
Based on aggregated 13F filings for Q3 2016.