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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
NP
601
NorthRock Partners
Minnesota
$113K -$568K -5,154 -83%
NSIM
602
North Star Investment Management
Illinois
$111K
MA
603
Montag & Associates
Georgia
$100K
TF
604
Tompkins Financial
New York
$99.5K
JWA
605
JFS Wealth Advisors
Pennsylvania
$97.5K
AIM
606
Anchor Investment Management
South Carolina
$93.5K
SOS
607
Silver Oak Securities
Tennessee
$90.5K -$3.31K -30 -4%
IGWM
608
ICA Group Wealth Management
Colorado
$84.3K -$1.1M -9,953 -93%
SHIM
609
Stone House Investment Management
Pennsylvania
$82.3K -$5.73K -52 -7%
AFWM
610
Abich Financial Wealth Management
Virginia
$79.3K +$14.1K +128 +22%
HI
611
Harbour Investments
Wisconsin
$74.6K -$7.5K -68 -9%
Lazard Asset Management
612
Lazard Asset Management
New York
$73K
HCM
613
Hollencrest Capital Management
California
$71.8K
CAM
614
Clarity Asset Management
Iowa
$68.8K +$882 +8 +1%
TRCT
615
Tower Research Capital (TRC)
New York
$67.4K -$31.5K -286 -32%
QCG
616
Quadrant Capital Group
Ohio
$66.5K +$66.4K +602 New
BTI
617
Blue Trust Inc
Georgia
$66.1K
PCFFS
618
Pacific Center for Financial Services
California
$65.7K
Fifth Third Bancorp
619
Fifth Third Bancorp
Ohio
$62K +$4.96K +45 +9%
CMBA
620
C.M. Bidwell & Associates
Hawaii
$58.1K
WT
621
Washington Trust
Rhode Island
$57.1K
SSB
622
Sandy Spring Bank
Maryland
$56.4K
FGAM
623
Financial Gravity Asset Management
Texas
$53.5K +$40.7K +369 +321%
HC
624
Hoese & Co
Minnesota
$53K
EWM
625
EPG Wealth Management
Georgia
$50.2K -$50.1K -454 Closed