iShares 0-1 Year Treasury Bond ETF
445 hedge funds and large institutions have $13.7B invested in iShares 0-1 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 160 increasing their positions, 129 reducing their positions, and 55 closing their positions.
107% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 55
95% more funds holding in top 10
Funds holding in top 10: 41 → 80 (+39)
69% more capital invested
Capital invested by funds: $8.08B → $13.7B (+$5.6B)
24% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 129
18.79% more ownership
Funds ownership: 38.91% → 57.69% (+19%)
14% more funds holding
Funds holding: 392 → 445 (+53)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$3.65B |
| 2 |
Morgan Stanley
New York
|
+$613M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$275M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$259M |
| 5 |
Betterment LLC
New York
|
+$254M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$513M |
| 2 |
BlackRock
New York
|
-$304M |
| 3 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
-$235M |
| 4 |
CC
Cassaday & Co
Mclean,
Virginia
|
-$123M |
| 5 |
AssetMark Inc
Concord,
California
|
-$61.8M |
SHV Hedge Fund Activity: Q1 2020 in Review
445 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2020, worth a combined $13.7B — up 69% from $8.08B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new SHV positions and 55 closed out — a net gain of 59 holders — while 160 added to existing stakes and 129 trimmed.
The largest buyer was Milliman Financial Risk Management, opening a new position worth an estimated $3.65B. The largest seller was Fidelity Investments, cutting an estimated $513M.
- 445 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2020, up from 392 in Q4 2019.
- Funds reported $13.7B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2020, up 69% quarter-over-quarter.
- 114 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2020 and 55 closed out, a net change of +59 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2020 was Milliman Financial Risk Management, an estimated $3.65B added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2020 was Fidelity Investments, an estimated $513M sold.
Based on aggregated 13F filings for Q1 2020.