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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
AAP
276
Arax Advisory Partners
Colorado
$2.12M -$292K -2,649 -12%
CFO
277
CVA Family Office
Colorado
$2.09M +$377K +3,420 +22%
AWAG
278
ARS Wealth Advisors Group
Florida
$2.08M -$16.3K -148 -0.8%
AL
279
Aspiriant LLC
California
$2.08M
IWA
280
Inspirion Wealth Advisors
Illinois
$2.01M
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$1.99M +$3.83M +34,741 +213%
DC
282
Davenport & Co
Virginia
$1.98M +$241K +2,189 +14%
PP
283
Pacifica Partners
Canada
$1.97M -$50.8K -461 -3%
JSSH
284
J. Safra Sarasin Holding
$1.93M +$1.93M +17,500 New
BCM
285
Brookstone Capital Management
Illinois
$1.9M -$778K -7,057 -29%
CCFM
286
Clear Creek Financial Management
Washington
$1.88M +$18.1K +164 +1%
EIA
287
Edgemoor Investment Advisors
Maryland
$1.87M -$89.9K -815 -5%
RA
288
RFG Advisory
Alabama
$1.81M +$482K +4,370 +36%
HNB
289
Huntington National Bank
Ohio
$1.8M
FA
290
Fermata Advisors
California
$1.79M +$133K +1,202 +8%
AG
291
Ascent Group
Virginia
$1.76M +$153K +1,385 +10%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$1.76M +$721K +6,539 +70%
CIBC World Market
293
CIBC World Market
Ontario, Canada
$1.71M -$60.8K -551 -3%
BCI
294
Brinker Capital Investments
Pennsylvania
$1.71M -$837K -7,588 -33%
OPS
295
Orion Portfolio Solutions
Nebraska
$1.71M -$837K -7,588 -33%
CIA
296
Concurrent Investment Advisors
Florida
$1.69M +$517K +4,691 +44%
IPW
297
Impact Partnership Wealth
Georgia
$1.69M +$1.51M +13,726 +875%
CWM
298
Chicago Wealth Management
Illinois
$1.64M -$178K -1,615 -10%
Charles Schwab
299
Charles Schwab
California
$1.6M -$215K -1,954 -12%
EC
300
Estate Counselors
Wisconsin
$1.6M +$18.6K +169 +1%