iShares 0-1 Year Treasury Bond ETF
438 hedge funds and large institutions have $6.34B invested in iShares 0-1 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 190 reducing their positions, and 53 closing their positions.
2.05% less ownership
Funds ownership: 45.23% → 43.18% (-2.1%)
4% less funds holding
Funds holding: 457 → 438 (-19)
12% less capital invested
Capital invested by funds: $7.2B → $6.34B (-$868M)
24% less funds holding in top 10
Funds holding in top 10: 29 → 22 (-7)
26% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 53
37% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 190
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$111M |
| 2 |
AssetMark Inc
Concord,
California
|
+$50.1M |
| 3 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$41.4M |
| 4 |
Jane Street
New York
|
+$30.6M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$367M |
| 2 |
JP Morgan Chase
New York
|
-$203M |
| 3 |
Betterment LLC
New York
|
-$109M |
| 4 |
Morgan Stanley
New York
|
-$66.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$63.7M |
SHV Hedge Fund Activity: Q2 2021 in Review
438 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2021, worth a combined $6.34B — down 12% from $7.2B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of SHV and 39 opened new positions — a net loss of 14 holders — while 190 trimmed existing stakes and 120 added.
The largest buyer was BlackRock, adding an estimated $111M. The largest seller was Milliman Financial Risk Management, exiting entirely with an estimated $367M sold.
- 438 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2021, down from 457 in Q1 2021.
- Funds reported $6.34B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2021, down 12% quarter-over-quarter.
- 39 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2021 and 53 closed out, a net change of -14 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2021 was BlackRock, an estimated $111M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2021 was Milliman Financial Risk Management, an estimated $367M sold.
Based on aggregated 13F filings for Q2 2021.