iShares 0-1 Year Treasury Bond ETF
140 hedge funds and large institutions have $1.17B invested in iShares 0-1 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.
218% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 11
30.31% more ownership
Funds ownership: 0% → 30.31% (+30%)
18% more funds holding
Funds holding: 119 → 140 (+21)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
14% less capital invested
Capital invested by funds: $1.36B → $1.17B (-$190M)
19% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$56.1M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$46.3M |
| 3 |
Jane Street
New York
|
+$24.9M |
| 4 |
Morgan Stanley
New York
|
+$14.3M |
| 5 |
VEA
Virtus ETF Advisers
New York
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$300M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$44.3M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$14.8M |
| 4 |
LPL Financial
San Diego,
California
|
-$12M |
| 5 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$11.1M |
SHV Hedge Fund Activity: Q4 2016 in Review
140 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2016, worth a combined $1.17B — down 14% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SHV positions and 11 closed out — a net gain of 24 holders — while 34 added to existing stakes and 42 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $56.1M. The largest seller was Milliman Financial Risk Management, exiting entirely with an estimated $300M sold.
- 140 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2016, up from 119 in Q3 2016.
- Funds reported $1.17B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2016, down 14% quarter-over-quarter.
- 35 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2016 and 11 closed out, a net change of +24 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2016 was Credit Suisse, an estimated $56.1M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2016 was Milliman Financial Risk Management, an estimated $300M sold.
Based on aggregated 13F filings for Q4 2016.