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iShares 0-1 Year Treasury Bond ETF

135 hedge funds and large institutions have $995M invested in iShares 0-1 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 135135 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

5.22% less ownership

Funds ownership: 24.57%19.35% (-5.2%)

17% less capital invested

Capital invested by funds: $1.19B → $995M (-$198M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
3.36%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.22%
New
17
Increased
44
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$130M +$1.21M +10,998 +0.9%
BlackRock
2
BlackRock
New York
$117M +$1.32M +11,979 +1%
Bank of America
3
Bank of America
North Carolina
$90.5M -$24.4M -221,062 -21%
Morgan Stanley
4
Morgan Stanley
New York
$77.6M -$12M -108,808 -13%
CS
5
Credit Suisse
Switzerland
$52.2M +$52.1M +472,758 New
Wells Fargo
6
Wells Fargo
California
$46.4M -$8.8M -79,805 -16%
Goldman Sachs
7
Goldman Sachs
New York
$40.2M +$37.8M +342,477 +1,583%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$35.8M +$2.5M +22,671 +8%
JIR
9
James Investment Research
Ohio
$34.4M -$2.77M -25,126 -7%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30M +$30M +272,065 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$28M -$888K -8,056 -3%
3AM
12
3EDGE Asset Management
Florida
$25.7M +$5M +45,300 +24%
UBS Group
13
UBS Group
Switzerland
$23.8M -$13.5M -122,345 -36%
IA
14
IndexIQ Advisors
New York
$19.3M -$33.4M -302,827 -63%
AG
15
Advisor Group
Arizona
$15.6M +$1.28M +11,574 +9%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$15.5M +$13.1M +118,685 +593%
RJA
17
Raymond James & Associates
Florida
$12.7M +$971K +8,807 +8%
SG Americas Securities
18
SG Americas Securities
New York
$12.4M +$4.83M +43,804 +64%
TCM
19
Tuttle Capital Management
Connecticut
$12.4M -$28.5M -258,593 -72%
Ameriprise
20
Ameriprise
Minnesota
$12.3M +$1.54M +13,998 +14%
FIM
21
Freedom Investment Management
Connecticut
$10M +$538K +4,876 +6%
KSA
22
Ken Stern & Associates
California
$8.03M +$80.7K +732 +1%
MWM
23
MinichMacGregor Wealth Management
New York
$7.65M +$99K +898 +1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.55M -$164K -1,491 -2%
TSS
25
Two Sigma Securities
New York
$7.21M +$6.88M +62,413 +2,118%

SHV Hedge Fund Activity: Q2 2017 in Review

135 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2017, worth a combined $995M — down 17% from $1.19B a quarter earlier.

Fund positioning in SHV was balanced in Q2 2017: 17 funds opened new positions, 17 closed out, 44 added to existing stakes and 46 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $52.1M. The largest seller was Citigroup, cutting an estimated $122M.

  • 135 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $995M of iShares 0-1 Year Treasury Bond ETF stock for Q2 2017, down 17% quarter-over-quarter.
  • 17 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2017 and 17 closed out, a net change of 0 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2017 was Credit Suisse, an estimated $52.1M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2017 was Citigroup, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2017.