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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
Focus Partners Wealth
301
Focus Partners Wealth
Massachusetts
$1.59M +$1.19M +10,789 +298%
WCP
302
Wick Capital Partners
Pennsylvania
$1.56M +$1.56M +14,155 New
YC
303
Yarbrough Capital
Tennessee
$1.55M
WWM
304
WJ Wealth Management
Arizona
$1.55M -$220K -1,993 -12%
TIM
305
Tortoise Investment Management
New York
$1.54M -$169K -1,531 -10%
BL
306
BFSG LLC
California
$1.53M +$115K +1,044 +8%
AGA
307
Arkos Global Advisors
Texas
$1.52M -$590K -5,349 -28%
RFN
308
RDA Financial Network
Iowa
$1.51M -$1.16M -10,474 -43%
WAM
309
Worth Asset Management
Texas
$1.48M -$544K -4,934 -27%
TSS
310
Two Sigma Securities
New York
$1.48M +$645K +5,853 +77%
HF
311
HRT Financial
New York
$1.47M +$1.47M +13,339 New
FA
312
Forefront Analytics
Pennsylvania
$1.47M -$88.8K -805 -6%
HOWA
313
Heritage Oak Wealth Advisors
Florida
$1.47M +$1.46M +13,263 New
SWA
314
Stratos Wealth Advisors
Ohio
$1.45M +$441K +3,997 +44%
GA
315
Greenspring Advisors
Maryland
$1.44M -$232K -2,100 -14%
Bank of New York Mellon
316
Bank of New York Mellon
New York
$1.43M +$225K +2,042 +19%
RPGK
317
Retirement Planning Group (Kansas)
Kansas
$1.41M
IIA
318
IPG Investment Advisors
California
$1.4M -$82.6K -749 -6%
WCWM
319
Wooster Corthell Wealth Management
Connecticut
$1.39M +$300K +2,722 +28%
PWS
320
Precision Wealth Strategies
Missouri
$1.38M -$497K -4,507 -26%
EWM
321
Edge Wealth Management
New York
$1.37M -$202K -1,828 -13%
WFC
322
Western Financial Corp
California
$1.37M +$58.7K +532 +4%
EH
323
Equitable Holdings
New York
$1.37M +$816K +7,400 +149%
IMA
324
Investment Management Associates
Colorado
$1.37M +$73.7K +668 +6%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$1.36M +$562K +5,096 +70%