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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
BMC
576
Bear Mountain Capital
Washington
$213K
GWAM
577
Guardian Wealth Advisors (Minnesota)
Minnesota
$213K +$5.51K +50 +3%
WBC
578
West Branch Capital
Massachusetts
$211K +$2.65K +24 +1%
FCA
579
FinTrust Capital Advisors
South Carolina
$211K
QPWM
580
Quadrant Private Wealth Management
Pennsylvania
$210K
QWM
581
Quadcap Wealth Management
Texas
$208K +$208K +1,885 New
HGWM
582
Horst & Graben Wealth Management
Oregon
$206K -$441K -4,002 -68%
KCFA
583
Key Client Fiduciary Advisors
New Jersey
$206K +$206K +1,865 New
VT
584
Vise Technologies
New York
$206K -$4.45M -40,383 -96%
SSWM
585
Smith Salley Wealth Management
North Carolina
$203K
Deutsche Bank
586
Deutsche Bank
Germany
$203K
WCFA
587
Walkner Condon Financial Advisors
Wisconsin
$202K -$186K -1,687 -48%
WIP
588
WealthCare Investment Partners
Rhode Island
$202K +$202K +1,831 New
TFF
589
The Family Firm
Maryland
$197K +$196K +1,781 New
IAIM
590
International Assets Investment Management
Florida
$186K +$185K +1,679 New
GM
591
GeoWealth Management
Illinois
$183K -$197K -1,790 -52%
AWM
592
Avior Wealth Management
Nebraska
$176K +$110 +1 +0.1%
IRC
593
Investors Research Corp
Georgia
$165K -$49.5K -449 -23%
FRA
594
Front Row Advisors
California
$153K
LFA
595
LGT Financial Advisors
Texas
$150K +$149K +1,355 New
SFA
596
Semmax Financial Advisors
North Carolina
$148K -$274K -2,483 -65%
FF
597
Friedenthal Financial
New Jersey
$142K -$101K -916 -42%
AWM
598
AllSquare Wealth Management
New York
$130K
CIBC Private Wealth Group
599
CIBC Private Wealth Group
Georgia
$120K -$115K -1,044 -49%
CA
600
Continuum Advisory
Idaho
$117K -$992 -9 -0.8%