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iShares 0-1 Year Treasury Bond ETF

674 hedge funds and large institutions have $9.34B invested in iShares 0-1 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 245 increasing their positions, 255 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $8.41B → $9.34B (+$933M)

8.84% more ownership

Funds ownership: 46.49%55.33% (+8.8%)

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more funds holding in top 10

Funds holding in top 10: 6868 (0)

4% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 255

1% less funds holding

Funds holding: 682674 (-8)

Holders
674
Holders Change
-8
Holders Change %
-1.17%
% of All Funds
9.73%
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.98%
New
70
Increased
245
Reduced
255
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
226
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.2M
FA
227
Fountainhead AM
New Jersey
$3.18M -$171K -1,551 -5%
AF
228
Allworth Financial
California
$3.04M +$437K +3,964 +17%
AI
229
Arrien Investments
Idaho
$2.95M +$1.06M +9,597 +56%
KWM
230
Keebeck Wealth Management
Illinois
$2.93M +$532K +4,824 +22%
RCG
231
Rock Creek Group
District of Columbia
$2.93M +$2.92M +26,503 New
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$2.9M +$353K +3,201 +14%
TGAM
233
TBH Global Asset Management
Tennessee
$2.89M -$881K -7,990 -23%
FCA
234
FLC Capital Advisors
California
$2.84M -$2.06M -18,698 -42%
BW
235
Bison Wealth
Georgia
$2.82M
FGA
236
Fortis Group Advisors
New Jersey
$2.81M -$383K -3,476 -12%
CWP
237
Core Wealth Partners
California
$2.81M -$123K -1,118 -4%
GAM
238
Gould Asset Management
California
$2.8M +$449K +4,075 +19%
WA
239
Wealth Alliance
New York
$2.8M +$1.07M +9,741 +62%
EGA
240
Eagle Global Advisors
Texas
$2.79M +$444K +4,030 +19%
MMA
241
Miracle Mile Advisors
California
$2.77M +$1.27M +11,496 +85%
Prudential Financial
242
Prudential Financial
New Jersey
$2.76M -$62K -562 -2%
IFWM
243
Institute for Wealth Management
Colorado
$2.74M -$191K -1,736 -7%
ACG
244
Allen Capital Group
Nebraska
$2.72M -$426K -3,860 -14%
ACM
245
ADAR1 Capital Management
Texas
$2.71M
CL
246
Choreo LLC
Illinois
$2.67M -$666K -6,036 -20%
PPWP
247
Premier Path Wealth Partners
New Jersey
$2.63M +$159K +1,443 +6%
ERIC
248
Eagle Rock Investment Company
Georgia
$2.63M
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$2.61M +$104K +945 +4%
SC
250
Scotia Capital
Ontario, Canada
$2.6M +$724K +6,566 +39%