iShares 0-1 Year Treasury Bond ETF
439 hedge funds and large institutions have $9.25B invested in iShares 0-1 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 191 reducing their positions, and 80 closing their positions.
2.84% less ownership
Funds ownership: 47.91% → 45.08% (-2.8%)
7% less funds holding
Funds holding: 474 → 439 (-35)
16% less capital invested
Capital invested by funds: $11B → $9.25B (-$1.8B)
29% less funds holding in top 10
Funds holding in top 10: 69 → 49 (-20)
32% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 191
39% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$116M |
| 2 |
Jane Street
New York
|
+$91.7M |
| 3 |
Betterment LLC
New York
|
+$67M |
| 4 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$57.1M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$382M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$229M |
| 3 |
JP Morgan Chase
New York
|
-$195M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$174M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$124M |
SHV Hedge Fund Activity: Q3 2020 in Review
439 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2020, worth a combined $9.25B — down 16% from $11B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of SHV and 49 opened new positions — a net loss of 31 holders — while 191 trimmed existing stakes and 129 added.
The largest buyer was AssetMark Inc, adding an estimated $116M. The largest seller was Milliman Financial Risk Management, cutting an estimated $382M.
- 439 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2020, down from 474 in Q2 2020.
- Funds reported $9.25B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2020, down 16% quarter-over-quarter.
- 49 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2020 and 80 closed out, a net change of -31 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2020 was AssetMark Inc, an estimated $116M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2020 was Milliman Financial Risk Management, an estimated $382M sold.
Based on aggregated 13F filings for Q3 2020.