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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
AFP
26
Ausdal Financial Partners
Iowa
$76.2M -$888K -8,057 -1%
Stifel Financial
27
Stifel Financial
Missouri
$62.9M +$8.24M +74,736 +15%
TLFA
28
True Link Financial Advisors
California
$62.6M +$8.05M +72,974 +15%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$60.2M +$8.84M +80,165 +17%
CG
30
Cynosure Group
Utah
$60.1M -$1.23M -11,111 -2%
FIA
31
Foundations Investment Advisors
Arizona
$54.3M -$4.97M -45,102 -8%
TA
32
Townsend & Associates
Colorado
$53.1M +$1.51M +13,712 +3%
GA
33
Gateway Advisory
New Jersey
$53M -$8.7M -78,874 -14%
Cerity Partners
34
Cerity Partners
New York
$52.9M +$5.58M +50,605 +12%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$52.3M +$15.4M +139,601 +42%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$50.7M -$66.7K -605 -0.1%
Osaic Holdings
37
Osaic Holdings
Arizona
$47.4M -$47.7M -432,871 -50%
GAG
38
GM Advisory Group
New York
$46.2M -$22.3M -202,282 -33%
MML Investors Services
39
MML Investors Services
Massachusetts
$46M +$4.13M +37,487 +10%
ONB
40
Old National Bancorp
Indiana
$44.8M +$2.55M +23,152 +6%
ASN
41
Advisory Services Network
Georgia
$44.6M -$3.4M -30,846 -7%
FM
42
Family Management
New York
$44.2M -$1.07M -9,723 -2%
AA
43
Acorns Advisers
California
$44.2M +$1.24M +11,229 +3%
TC
44
Trust Company
Kansas
$40.8M +$418K +3,791 +1%
LSIA
45
LaSalle St. Investment Advisors
Illinois
$40.8M +$246K +2,230 +0.6%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$40.2M -$1.49M -13,507 -4%
Jane Street
47
Jane Street
New York
$39.8M +$23.8M +215,394 +149%
SG Americas Securities
48
SG Americas Securities
New York
$39.4M +$39.3M +356,725 New
ACM
49
Allred Capital Management
Texas
$37.6M -$1.27M -11,523 -3%
BS
50
Banco Santander
Spain
$37.3M -$472K -4,276 -1%