Latest news with #SPDRBloomberg1-3MonthT-BillETF
Yahoo
2 days ago
- Business
- Yahoo
SGOV Pulls In $1.1B as Dow Jones, S 500 Notch Mild Gains
The iShares 0-3 Month Treasury Bond ETF (SGOV) attracted $1.1 billion on Tuesday, boosting its assets under management to $47.7 billion, according to data provided by FactSet. The inflows came as markets climbed, with the Dow Jones Industrial Average gaining 214 points and the S&P 500 rising 0.6% as Nvidia Corp. (NVDA) lifted tech stocks. The SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) pulled in $338.3 million, while the SPDR Gold Shares (GLD) attracted $279.6 million. The iShares Core U.S. Aggregate Bond ETF (AGG) gained $292.2 million, and the iShares iBoxx $ High Yield Corporate Bond ETF (HYG) collected $268.5 million. On the outflows side, the Invesco QQQ Trust (QQQ) saw outflows of just over $654 million despite the tech sector's advance. The iShares Russell 2000 ETF (IWM) lost $565.8 million, while the Vanguard Long-Term Corporate Bond ETF (VCLT) experienced outflows of $490 million. U.S. fixed-income ETFs collected $549.6 million in net inflows, while international equity ETFs gained $387.6 million. U.S. equity ETFs saw outflows of $475.9 million despite the market's positive performance. Overall, ETFs attracted $591.8 million as investors moved into short-term Treasurys amid ongoing trade uncertainty between the U.S. and China. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SGOV iShares 0-3 Month Treasury Bond ETF 1,063.92 47,715.90 2.23% BIL SPDR Bloomberg 1-3 Month T-Bill ETF 338.32 43,409.89 0.78% AGG iShares Core U.S. Aggregate Bond ETF 292.23 124,071.50 0.24% GLD SPDR Gold Shares 279.59 101,366.07 0.28% HYG iShares iBoxx $ High Yield Corporate Bond ETF 268.45 16,328.20 1.64% VOO Vanguard S&P 500 ETF 241.18 659,867.97 0.04% XLP Consumer Staples Select Sector SPDR Fund 232.03 16,865.37 1.38% MSTY YieldMax MSTR Option Income Strategy ETF 220.18 4,405.78 5.00% IWB iShares Russell 1000 ETF 162.74 39,870.50 0.41% SPY SPDR S&P 500 ETF Trust 148.13 603,509.61 0.02% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change QQQ Invesco QQQ Trust Series I -654.02 335,823.62 -0.19% IWM iShares Russell 2000 ETF -565.83 61,130.19 -0.93% VCLT Vanguard Long-Term Corporate Bond ETF -490.04 9,741.28 -5.03% LQD iShares iBoxx $ Investment Grade Corporate Bond ETF -470.46 30,012.98 -1.57% IEF iShares 7-10 Year Treasury Bond ETF -469.62 34,150.86 -1.38% XLI Industrial Select Sector SPDR Fund -449.19 20,923.20 -2.15% TLT iShares 20+ Year Treasury Bond ETF -433.97 48,731.93 -0.89% EMXC iShares MSCI Emerging Markets ex China ETF -395.60 13,630.31 -2.90% DIA SPDR Dow Jones Industrial Average ETF Trust -338.96 37,981.71 -0.89% MUB iShares National Muni Bond ETF -279.21 38,314.39 -0.73% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -7.89 10,003.92 -0.08% Asset Allocation 28.72 24,845.66 0.12% Commodities ETFs 331.51 215,150.06 0.15% Currency -183.71 141,167.04 -0.13% International Equity 387.60 1,803,563.53 0.02% International Fixed Income 274.01 291,054.44 0.09% Inverse 27.58 14,448.04 0.19% Leveraged -339.64 120,233.88 -0.28% US Equity -475.94 6,800,664.87 -0.01% US Fixed Income 549.55 1,656,512.94 0.03% Total: 591.78 11,077,644.37 0.01% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved
Int'l Business Times
4 days ago
- Business
- Int'l Business Times
Investors Follow Warren Buffett to Ramp Ultrashort Treasury Bets as Longer-Term Bills Face Volatility
Investors are more attracted to the ultrashort fixed-income market opportunity as the iShares 0-3 month Treasury bond ETF and the SPDR Bloomberg 1-3 Month T-Bill ETF witnessed inflows of over £18.47 billion ($25 billion) in assets in 2025. Meanwhile, Vanguard's short-term bond ETF witnessed inflows of more than £2.95 billion ($4 billion) year-to-date. The emerging investor trend of preferring the shorter end of the fixed-income market aligns with Warren Buffett's Berkshire Hathaway doubling its ownership of T-bills to own 5% of all short-term Treasuries. BondBloxx CEO Joanna Gallegos told CNBC that volatility is less on the "short and middle end" with stable yields, but bond jitters remain on the long end as the 20-year treasury has 'gone from negative to positive five times so far this year.' The 3-month T-Bill is paying 4.345% at an annualised rate, while the two-year treasury is at 3.9% and the 10-year at around 4.4%. The current bond market volatility comes nine months after the US Federal Reserve started trimming interest rates. However, the Fed has paused its campaign due to concerns about inflation rising again on the US government's tariff play. Moreover, market concerns about federal spending and government deficit levels have further fueled the volatility in the bond market. Strategas Securities' Todd Sohn said that 'long duration just doesn't work right now,' citing long-term treasuries and corporate bonds have recorded negative performance since September 2024, which happens to be a rare phenomenon. 'The only other time that's happened in modern times was during the Financial Crisis,' he said. 'It is hard to argue against short-term duration bonds right now.' The ETF specialist added that he recommends that clients avoid any bond instruments with a duration above seven years. Investors Overlooking Fixed-Income Assets in Their Portfolios Gallegos is worried that investors are not adequately prioritising fixed-income instruments in their portfolio mix amid the bond market volatility. 'My fear is investors are not diversifying their portfolios with bonds today, and investors still have an equity addiction to concentrated, broad-based indexes that are overweight certain tech names. They get used to these double-digit returns,' she said. US stock market volatility peaked this year after the S&P 500 jumped to record highs in February but tanked 20% in April amid the tariff episode before rebounding to make up for all the recent losses. While Sohn acknowledged that bonds are a crucial part of long-term investing and offer a hedge against stock market volatility, he now thinks it might be time for investors to explore options beyond the US. 'International equities are contributing to portfolios like they haven't done in a decade,' he said. 'Last year was Japanese equities, this year, it is European equities. Investors don't have to be loaded up on US large-cap growth right now,' he said. The S&P 500 posted over 20% returns in 2023 and 2024, but the iShares MSCI Eurozone ETF has gained 25% YTD, while the iShares MSCI Japan ETF jumped over 25% in the last two years and is up 10% in 2025. Disclaimer: Our digital media content is for informational purposes only and not investment advice. Please conduct your own analysis or seek professional advice before investing. Remember, investments are subject to market risks and past performance doesn't indicate future returns. Originally published on IBTimes UK
Yahoo
05-05-2025
- Business
- Yahoo
SGOV Adds $1.1B in New AUM as Bond Buying Leads the Way
ETF investors leaned cautiously bullish to close out the week, adding $5.3 billion to U.S.-listed funds on Friday. As always, single-day flow numbers can be noisy, but there were some clear trends worth highlighting. Fixed income was the big winner. U.S. bond ETFs brought in more than $3.5 billion on the day, led by inflows into ultra-short-term Treasury products. The iShares 0-3 Month Treasury Bond ETF (SGOV) topped the charts with $1.1 billion in new money, while the SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) added another $411 million. Meanwhile, the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) saw $697 million in inflows, suggesting continued demand for high-quality yield. Stocks weren't left behind entirely. The Vanguard S&P 500 ETF (VOO) and SPDR S&P 500 ETF Trust (SPY) pulled in $970 million and $866 million, respectively. The iShares Russell 2000 ETF (IWM) also had a strong showing, with just under $510 million in net creations. But not every equity ETF had a good day. The iShares Core S&P 500 ETF (IVV) saw a hefty $2.5 billion in outflows, topping the redemptions list. The Invesco QQQ Trust (QQQ) and its leveraged cousin, the ProShares UltraPro QQQ (TQQQ), also shed more than $800 million combined, suggesting some rotation out of tech-heavy names. Leveraged ETFs broadly were in the red, with more than $602 million in outflows on the day. Commodity ETFs also posted modest outflows. All in all, Friday's flows paint a picture of investors staying cautiously positioned—still adding to broad equity exposure but keeping plenty of dry powder in ultra-safe Treasury bills. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SGOV iShares 0-3 Month Treasury Bond ETF 1,123.99 45,717.40 2.46% VOO Vanguard S&P 500 ETF 970.04 612,792.30 0.16% SPY SPDR S&P 500 ETF Trust 865.94 573,492.79 0.15% LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 696.66 28,198.61 2.47% IWM iShares Russell 2000 ETF 509.92 58,572.61 0.87% BIL SPDR Bloomberg 1-3 Month T-Bill ETF 411.41 47,297.57 0.87% KLMN Invesco MSCI North America Climate ETF 385.86 1,715.71 22.49% IBIT iShares Bitcoin Trust ETF 351.38 58,713.60 0.60% IEF iShares 7-10 Year Treasury Bond ETF 304.97 34,489.86 0.88% QQQM Invesco NASDAQ 100 ETF 293.33 42,977.25 0.68% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IVV iShares Core S&P 500 ETF -2,525.89 561,813.75 -0.45% QQQ Invesco QQQ Trust Series I -529.54 301,498.94 -0.18% XLF Financial Select Sector SPDR Fund -292.46 48,770.07 -0.60% TQQQ ProShares UltraPro QQQ -287.18 20,961.32 -1.37% TLT iShares 20+ Year Treasury Bond ETF -274.70 46,956.17 -0.59% DIA SPDR Dow Jones Industrial Average ETF Trust -264.89 36,450.48 -0.73% XLK Technology Select Sector SPDR Fund -234.50 65,822.07 -0.36% RSP Invesco S&P 500 Equal Weight ETF -231.50 69,424.65 -0.33% HYG iShares iBoxx $ High Yield Corporate Bond ETF -164.29 14,480.67 -1.13% VV Vanguard Large-Cap ETF -141.36 38,354.93 -0.37% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 26.68 9,792.89 0.27% Asset Allocation 44.17 23,787.02 0.19% Commodities ETFs -131.78 206,865.57 -0.06% Currency 432.06 124,531.34 0.35% International Equity 1,032.15 1,679,708.05 0.06% International Fixed Income 288.86 279,967.93 0.10% Inverse 385.03 15,430.18 2.50% Leveraged -602.33 107,918.92 -0.56% US Equity 394.04 6,410,075.73 0.01% US Fixed Income 3,456.83 1,643,671.07 0.21% Total: 5,325.73 10,501,748.71 0.05% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Sign in to access your portfolio
Zawya
21-04-2025
- Business
- Zawya
Investors flock to safety of US short-term government bond funds
U.S. short-term government bond funds have received large inflows this month even as most other funds across asset classes suffered heavy selling in markets hit by worries over U.S. tariffs and recession risks. Treasury yields have risen this month, as the bonds sold off, as hedge funds unwound their leveraged positions in basis trades and overseas investors sold them in apparent retaliation for tariffs and owing to doubts over the safe-haven quality of U.S. assets. However, short-term bonds have rallied after the initial selloff, which analysts said showed they offer more safety and liquidity and tend to lose less value in response to changes in yields. According to LSEG Lipper, U.S. short-term government bond funds received inflows of $18.1 billion so far this month. If the flows are sustained, April could see them get the highest inflows in two-and-a-half years. In comparison, U.S. bond market funds overall saw outflows of $47.7 billion this month. The Vanguard Long-Term Treasury Index Fund, which includes bonds with maturies greater than 10 years, has fallen 3.45% this month. In contrast, the Vanguard Short-Term Treasury Index fund, which invests in bonds with maturities lesser than 3 years, has risen 0.03%. Steven Roge, chief investment officer at financial advisory firm R.W. Rogé & Company Inc, said the higher inflows into U.S. government short-term bond funds are coming from retail investors and wealth managers, prioritizing income and capital preservation. "When short-term yields are nipping at the heels of long-term ones, many investors are thinking, 'Why take on extra duration risk for maybe just a tiny bit more yield?'". With uncertainty over tariffs and Federal Reserve rate cuts lingering, analysts expect higher bond volatility to divert fund flows out of riskier segments such as high-yield bonds and private credit into short-term government bond funds. "Every time new news comes out that increases the chance for large U.S. or foreign tariffs to be a reality, the risk of recession increases and we should expect more flight into the relative safety of short-term government bonds," said Brian Huckstep, chief investment officer at Advyzon Investment Management. And, when market stability returns, being invested in short-term bonds will enable investors to quickly shift money into riskier assets to capture the rally, analysts said. Leading the inflows this month among short-term government bond funds were the SPDR Bloomberg 1-3 Month T-Bill ETF, the iShares 0-3 Month Treasury Bond ETF, and the iShares Short Treasury Bond ETF, which attracted inflows of $7.9 billion, $4.2 billion, and $2.8 billion, respectively. (Reporting by Patturaja Murugaboopathy and Gaurav Dogra in Bengaluru Editing by Vidya Ranganathan)
Yahoo
21-04-2025
- Business
- Yahoo
Investors flock to safety of US short-term government bond funds
By Patturaja Murugaboopathy (Reuters) -U.S. short-term government bond funds have received large inflows this month even as most other funds across asset classes suffered heavy selling in markets hit by worries over U.S. tariffs and recession risks. Treasury yields have risen this month, as the bonds sold off, as hedge funds unwound their leveraged positions in basis trades and overseas investors sold them in apparent retaliation for tariffs and owing to doubts over the safe-haven quality of U.S. assets. However, short-term bonds have rallied after the initial selloff, which analysts said showed they offer more safety and liquidity and tend to lose less value in response to changes in yields. According to LSEG Lipper, U.S. short-term government bond funds received inflows of $18.1 billion so far this month. If the flows are sustained, April could see them get the highest inflows in two-and-a-half years. In comparison, U.S. bond market funds overall saw outflows of $47.7 billion this month. The Vanguard Long-Term Treasury Index Fund, which includes bonds with maturies greater than 10 years, has fallen 3.45% this month. In contrast, the Vanguard Short-Term Treasury Index fund, which invests in bonds with maturities lesser than 3 years, has risen 0.03%. Steven Roge, chief investment officer at financial advisory firm R.W. Rogé & Company Inc, said the higher inflows into U.S. government short-term bond funds are coming from retail investors and wealth managers, prioritizing income and capital preservation. "When short-term yields are nipping at the heels of long-term ones, many investors are thinking, 'Why take on extra duration risk for maybe just a tiny bit more yield?'". With uncertainty over tariffs and Federal Reserve rate cuts lingering, analysts expect higher bond volatility to divert fund flows out of riskier segments such as high-yield bonds and private credit into short-term government bond funds. "Every time new news comes out that increases the chance for large U.S. or foreign tariffs to be a reality, the risk of recession increases and we should expect more flight into the relative safety of short-term government bonds," said Brian Huckstep, chief investment officer at Advyzon Investment Management. And, when market stability returns, being invested in short-term bonds will enable investors to quickly shift money into riskier assets to capture the rally, analysts said. Leading the inflows this month among short-term government bond funds were the SPDR Bloomberg 1-3 Month T-Bill ETF, the iShares 0-3 Month Treasury Bond ETF, and the iShares Short Treasury Bond ETF, which attracted inflows of $7.9 billion, $4.2 billion, and $2.8 billion, respectively. Sign in to access your portfolio
