iShares 0-1 Year Treasury Bond ETF
310 hedge funds and large institutions have $8.51B invested in iShares 0-1 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 108 increasing their positions, 50 reducing their positions, and 30 closing their positions.
293% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 30
116% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 50
112% more capital invested
Capital invested by funds: $4.02B → $8.51B (+$4.49B)
100% more funds holding in top 10
Funds holding in top 10: 26 → 52 (+26)
38% more funds holding
Funds holding: 225 → 310 (+85)
14.54% more ownership
Funds ownership: 27.21% → 41.74% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$1.86B |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$296M |
| 3 |
Betterment LLC
New York
|
+$228M |
| 4 |
AssetMark Inc
Concord,
California
|
+$220M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$346M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$64.4M |
| 3 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
-$52.7M |
| 4 |
Jane Street
New York
|
-$47.6M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$23.5M |
SHV Hedge Fund Activity: Q4 2018 in Review
310 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2018, worth a combined $8.51B — up 112% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new SHV positions and 30 closed out — a net gain of 88 holders — while 108 added to existing stakes and 50 trimmed.
The largest buyer was Milliman Financial Risk Management, opening a new position worth an estimated $1.86B. The largest seller was BlackRock, cutting an estimated $346M.
- 310 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2018, up from 225 in Q3 2018.
- Funds reported $8.51B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2018, up 112% quarter-over-quarter.
- 118 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2018 and 30 closed out, a net change of +88 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2018 was Milliman Financial Risk Management, an estimated $1.86B added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2018 was BlackRock, an estimated $346M sold.
Based on aggregated 13F filings for Q4 2018.