iShares 0-1 Year Treasury Bond ETF
217 hedge funds and large institutions have $4.34B invested in iShares 0-1 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 23 closing their positions.
130% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 23
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
16% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 57
14% more funds holding
Funds holding: 190 → 217 (+27)
7% more capital invested
Capital invested by funds: $4.04B → $4.34B (+$293M)
9.34% less ownership
Funds ownership: 38.39% → 29.05% (-9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$254M |
| 2 |
CC
Cassaday & Co
Mclean,
Virginia
|
+$158M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$127M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$121M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$419M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$341M |
| 3 |
B
Bailard
Foster City,
California
|
-$56M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$51.2M |
| 5 |
Jane Street
New York
|
-$47.4M |
SHV Hedge Fund Activity: Q2 2018 in Review
217 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2018, worth a combined $4.34B — up 7.2% from $4.04B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SHV positions and 23 closed out — a net gain of 30 holders — while 66 added to existing stakes and 57 trimmed.
The largest buyer was Citigroup, adding an estimated $254M. The largest seller was Milliman Financial Risk Management, exiting entirely with an estimated $419M sold.
- 217 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2018, up from 190 in Q1 2018.
- Funds reported $4.34B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
- 53 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2018 and 23 closed out, a net change of +30 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2018 was Citigroup, an estimated $254M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2018 was Milliman Financial Risk Management, an estimated $419M sold.
Based on aggregated 13F filings for Q2 2018.