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iShares 0-1 Year Treasury Bond ETF

391 hedge funds and large institutions have $8.08B invested in iShares 0-1 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

14% more funds holding

Funds holding: 344391 (+47)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.14% more ownership

Funds ownership: 39.01%39.15% (+0.14%)

5% less capital invested

Capital invested by funds: $8.5B → $8.08B (-$418M)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

Holders
391
Holders Change
+47
Holders Change %
+13.66%
% of All Funds
7.7%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.81%
New
92
Increased
132
Reduced
123
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.3B +$4.8M +43,464 +0.4%
BlackRock
2
BlackRock
New York
$829M +$199M +1,804,231 +32%
Betterment LLC
3
Betterment LLC
New York
$563M -$355M -3,213,739 -39%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$536M +$67M +605,866 +14%
Wells Fargo
5
Wells Fargo
California
$373M -$185M -1,673,731 -33%
Bank of America
6
Bank of America
North Carolina
$349M -$16.5M -149,011 -5%
Morgan Stanley
7
Morgan Stanley
New York
$297M -$17.3M -156,393 -5%
EIC
8
Equity Investment Corp
Georgia
$235M +$54.6M +494,292 +30%
IA
9
IndexIQ Advisors
New York
$234M -$27.8M -251,831 -11%
AssetMark Inc
10
AssetMark Inc
California
$232M -$9.04M -81,737 -4%
BBVA
11
Banco Bilbao Vizcaya Argentaria
Spain
$220M +$220M +1,991,249 New
CC
12
Cassaday & Co
Virginia
$216M -$47.9M -433,376 -18%
Stifel Financial
13
Stifel Financial
Missouri
$204M +$33.2M +299,993 +19%
Ameriprise
14
Ameriprise
Minnesota
$158M +$34.7M +314,254 +28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$128M -$14.6M -131,810 -10%
LPL Financial
16
LPL Financial
California
$126M +$89.9K +813 +0.1%
UBS Group
17
UBS Group
Switzerland
$122M +$35.2M +318,447 +41%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$86.9M +$25.3M +229,167 +41%
JPG
19
Jordan Park Group
California
$81.9M +$10.6M +96,317 +15%
NA
20
NextCapital Advisers
Illinois
$69.4M +$6.78M +61,332 +11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$67.2M +$4.14M +37,448 +7%
RJA
22
Raymond James & Associates
Florida
$55.2M -$32.9M -297,166 -37%
HBWM
23
Hollow Brook Wealth Management
New York
$53M +$23.7M +214,505 +81%
Goldman Sachs
24
Goldman Sachs
New York
$53M -$49.1M -444,213 -48%
MMA
25
Miracle Mile Advisors
California
$47.7M -$2.8M -25,312 -6%

SHV Hedge Fund Activity: Q4 2019 in Review

391 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2019, worth a combined $8.08B — down 4.9% from $8.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SHV positions and 38 closed out — a net gain of 54 holders — while 132 added to existing stakes and 123 trimmed.

The largest buyer was BlackRock, adding an estimated $199M. The largest seller was Betterment LLC, cutting an estimated $355M.

  • 391 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2019, up from 344 in Q3 2019.
  • Funds reported $8.08B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2019, down 4.9% quarter-over-quarter.
  • 92 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2019 and 38 closed out, a net change of +54 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2019 was BlackRock, an estimated $199M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2019 was Betterment LLC, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2019.