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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
Mirae Asset Global Investments
626
Mirae Asset Global Investments
South Korea
$49.5K +$49.4K +448 New
Fidelity International
627
Fidelity International
Bermuda
$48.3K
MCM
628
MidAtlantic Capital Management
Virginia
$47.8K
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$47.7K +$47.6K +432 New
AA
630
Addison Advisors
Vermont
$46.7K
CFGS
631
Concourse Financial Group Securities
Alabama
$44.5K -$15K -136 -25%
BFEC
632
Benjamin F. Edwards & Company
Missouri
$43K +$42.6K +386 New
RIL
633
Rothschild Investment LLC
Illinois
$40.4K
WWP
634
WR Wealth Planners
Missouri
$33.4K -$6.95K -63 -17%
GJIA
635
Glass Jacobson Investment Advisors
Maryland
$32.3K
T
636
Tidemark
California
$29.9K -$34.6K -314 -54%
B
637
Birchbrook
Maine
$29.6K +$331 +3 +1%
BHWM
638
Beaird Harris Wealth Management
Texas
$27.2K -$2.65K -24 -9%
PFM
639
Phillips Financial Management
Indiana
$26.9K
TJHA
640
Thomas J. Herzfeld Advisors
Florida
$25.7K +$25.7K +233 New
SWA
641
SOA Wealth Advisors
New York
$25.4K +$1.88K +17 +8%
SIS
642
Sound Income Strategies
Florida
$24.3K -$44.4K -403 -65%
MG
643
Mather Group
Illinois
$22.2K +$6.62K +60 +43%
CFD
644
Creative Financial Designs
Indiana
$19.3K +$110 +1 +0.6%
NS
645
NBC Securities
Alabama
$18K +$18.1K +164 New
SIS
646
Strategic Investment Solutions
Illinois
$16.3K +$16.2K +147 New
SWC
647
Spectrum Wealth Counsel
Indiana
$15.8K +$11.5K +104 +267%
CPA
648
Cardiff Park Advisors
California
$15.1K
Asset Management One
649
Asset Management One
Japan
$14.3K
RWM
650
Ruedi Wealth Management
Illinois
$13.4K +$110 +1 +0.8%