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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
MAM
251
Milestone Asset Management
Pennsylvania
$2.6M +$354K +3,210 +16%
NWM
252
Napa Wealth Management
California
$2.56M +$1.03M +9,381 +68%
KIM
253
Karpus Investment Management
New York
$2.54M
CF
254
Clarity Financial
Texas
$2.54M +$149K +1,355 +6%
SF
255
Summit Financial
New Jersey
$2.43M -$1.03M -9,352 -30%
1IA
256
1834 Investment Advisors
Wisconsin
$2.42M -$1.8M -16,365 -43%
FLPIM
257
F.L. Putnam Investment Management
Massachusetts
$2.42M -$300K -2,722 -11%
AFG
258
Atomi Financial Group
New York
$2.39M +$1.49M +13,523 +167%
PWM
259
Perigon Wealth Management
California
$2.39M +$599K +5,430 +34%
JFL
260
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.34M -$16.1M -146,424 -87%
Brown Advisory
261
Brown Advisory
Maryland
$2.32M -$34.5K -313 -1%
DL
262
DOHJ LLC
Washington
$2.32M +$1.31M +11,843 +130%
KeyBank National Association
263
KeyBank National Association
Ohio
$2.31M -$67.9K -616 -3%
MPPLM
264
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.26M -$357K -3,235 -14%
LA
265
LM Advisors
California
$2.26M -$67.3K -610 -3%
GLA
266
Good Life Advisors
Pennsylvania
$2.25M +$46.1K +418 +2%
OFA
267
Oak Family Advisors
Illinois
$2.25M -$364K -3,304 -14%
OAS
268
Optivise Advisory Services
Tennessee
$2.23M +$2.22M +20,141 New
MBT
269
Montecito Bank & Trust
California
$2.22M +$147K +1,335 +7%
VWM
270
Venturi Wealth Management
Texas
$2.21M
Principal Financial Group
271
Principal Financial Group
Iowa
$2.15M +$946K +8,575 +79%
AA
272
Advisory Alpha
Michigan
$2.14M -$637K -5,774 -23%
CSPIA
273
Cary Street Partners Investment Advisory
Virginia
$2.13M +$884K +8,018 +71%
GFS
274
GYL Financial Synergies
Connecticut
$2.13M +$33.1K +300 +2%
APG
275
Abacus Planning Group
South Carolina
$2.12M -$38.7K -351 -2%