iShares 0-1 Year Treasury Bond ETF
453 hedge funds and large institutions have $7.71B invested in iShares 0-1 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 113 increasing their positions, 189 reducing their positions, and 63 closing their positions.
32% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 63
3% more funds holding
Funds holding: 439 → 453 (+14)
1.81% less ownership
Funds ownership: 45.08% → 43.27% (-1.8%)
17% less capital invested
Capital invested by funds: $9.25B → $7.71B (-$1.53B)
31% less funds holding in top 10
Funds holding in top 10: 49 → 34 (-15)
40% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$112M |
| 2 |
BlackRock
New York
|
+$89.1M |
| 3 |
PC
Peavine Capital
Reno,
Nevada
|
+$72M |
| 4 |
LPL Financial
San Diego,
California
|
+$37.7M |
| 5 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$689M |
| 2 |
JP Morgan Chase
New York
|
-$409M |
| 3 |
CC
Cassaday & Co
Mclean,
Virginia
|
-$129M |
| 4 |
Jane Street
New York
|
-$79.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$57.7M |
SHV Hedge Fund Activity: Q4 2020 in Review
453 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2020, worth a combined $7.71B — down 17% from $9.25B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new SHV positions and 63 closed out — a net gain of 20 holders — while 113 added to existing stakes and 189 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $112M. The largest seller was Milliman Financial Risk Management, cutting an estimated $689M.
- 453 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2020, up from 439 in Q3 2020.
- Funds reported $7.71B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2020, down 17% quarter-over-quarter.
- 83 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2020 and 63 closed out, a net change of +20 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2020 was Fidelity Investments, an estimated $112M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2020 was Milliman Financial Risk Management, an estimated $689M sold.
Based on aggregated 13F filings for Q4 2020.