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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
AIA
526
Acute Investment Advisory
Arizona
$325K -$12.1M -109,638 -97%
GAM
527
Gotham Asset Management
New York
$321K +$321K +2,908 New
SW
528
SteelPeak Wealth
California
$320K -$64.2K -582 -17%
SPWM
529
Schrum Private Wealth Management
Florida
$310K +$28K +254 +10%
CIAS
530
Capital Investment Advisory Services
North Carolina
$309K
S
531
SignatureFD
Georgia
$309K +$14.7K +133 +5%
AI
532
Accredited Investors
Minnesota
$307K -$122K -1,109 -29%
COCM
533
Charter Oak Capital Management
New Hampshire
$306K +$882 +8 +0.3%
PWMG
534
Pinnacle Wealth Management Group
Michigan
$296K
BFA
535
Benedict Financial Advisors
Georgia
$295K +$54.6K +495 +23%
PI
536
PFG Investments
New York
$295K -$9.7K -88 -3%
CWA
537
Consilium Wealth Advisory
Texas
$291K +$45.1K +409 +18%
FWM
538
Fonville Wealth Management
Virginia
$287K +$21.1K +191 +8%
MC
539
Moors & Cabot
Massachusetts
$286K +$36.7K +333 +15%
CAM
540
Clark Asset Management
New Hampshire
$281K -$460K -4,167 -62%
QCM
541
Quantinno Capital Management
New York
$276K
SLG
542
Stanley-Laman Group
Pennsylvania
$276K +$276K +2,501 New
FLA
543
Financial Life Advisors
Texas
$275K +$7.5K +68 +3%
VWWMG
544
Vermillion & White Wealth Management Group
Pennsylvania
$271K
IWM
545
IHT Wealth Management
Illinois
$269K -$113K -1,028 -30%
TC
546
TAP Consulting
Missouri
$269K -$2.35M -21,296 -90%
HFS
547
Howard Financial Services
Texas
$267K -$190K -1,723 -42%
AIP
548
Almanack Investment Partners
Pennsylvania
$264K -$34.4K -312 -12%
BFO
549
Boston Family Office
Massachusetts
$257K +$257K +2,328 New
PFG
550
Pacific Financial Group
Washington
$257K -$32.9K -298 -11%