SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

134 hedge funds and large institutions have $1.19B invested in iShares Short Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-5
Holders Change %
-3.6%
% of All Funds
3.34%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
22
Increased
38
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$122M
2
BlackRock
BlackRock
New York
+$115M
3
TCM
Tuttle Capital Management
Connecticut
+$27.1M
4
VEA
Virtus ETF Advisers
New York
+$22.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$21.2M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$56.1M
2
UBS Group
UBS Group
Switzerland
-$42.5M
3
Morgan Stanley
Morgan Stanley
New York
-$36.4M
4
Jane Street
Jane Street
New York
-$29.6M
5
Bank of America
Bank of America
North Carolina
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$129M +$7.8M +70,728 +6%
Citigroup
2
Citigroup
New York
$125M +$122M +1,108,919 +4,546%
BlackRock
3
BlackRock
New York
$115M +$115M +1,046,165 +9,510,591%
Bank of America
4
Bank of America
North Carolina
$115M -$18.2M -164,554 -14%
Morgan Stanley
5
Morgan Stanley
New York
$89.6M -$36.4M -329,885 -29%
Wells Fargo
6
Wells Fargo
California
$55.2M +$1.26M +11,432 +2%
IA
7
IndexIQ Advisors
New York
$52.7M -$16.5M -149,881 -24%
TCM
8
Tuttle Capital Management
Connecticut
$39.7M +$27.1M +245,732 +215%
UBS Group
9
UBS Group
Switzerland
$37.3M -$42.5M -384,826 -53%
JIR
10
James Investment Research
Ohio
$37.2M -$1.59M -14,401 -4%
VEA
11
Virtus ETF Advisers
New York
$34.1M +$22.2M +201,045 +186%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$33.3M +$4.59M +41,585 +16%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$28.9M -$1.55M -14,072 -5%
Allianz Asset Management
14
Allianz Asset Management
Germany
$21.2M +$21.2M +192,575 New
3AM
15
3EDGE Asset Management
Florida
$20.7M +$8.95M +81,100 +76%
JAM
16
Jacobs Asset Management
New York
$20.1M +$20.1M +181,837 New
AG
17
Advisor Group
Arizona
$14.3M +$14.2M +128,379 +9,936%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$12.5M +$12.1M +110,034 +3,685%
RJA
19
Raymond James & Associates
Florida
$11.7M +$1.9M +17,177 +19%
Ameriprise
20
Ameriprise
Minnesota
$10.8M +$724K +6,563 +7%
FIM
21
Freedom Investment Management
Connecticut
$9.47M +$247K +2,238 +3%
PAG
22
Pinnacle Advisory Group
Maryland
$8.31M +$4.11M +37,226 +98%
KSA
23
Ken Stern & Associates
California
$7.95M +$7.95M +72,060 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.72M -$1.31M -11,911 -15%
SG Americas Securities
25
SG Americas Securities
New York
$7.61M – – –
1
2 3 4 5