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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
KFS
651
Kelly Financial Services
Massachusetts
$13.1K +$11.8K +107 +892%
HWP
652
Highline Wealth Partners
California
$12.5K
KFI
653
Key Financial Inc
Pennsylvania
$11.9K
EBA
654
Eagle Bay Advisors
New York
$11.6K
LIA
655
Lynx Investment Advisory
District of Columbia
$11.4K +$11.4K +103 New
RA
656
Ransom Advisory
Rhode Island
$11.1K -$16.5K -150 -60%
OLVIG
657
Oliver Lagore Vanvalin Investment Group
Michigan
$9.39K
CJ
658
Caitlin John
Michigan
$8.76K -$1.54K -14 -15%
AA
659
Ancora Advisors
Ohio
$8.29K -$50K -453 -86%
FNWA
660
Financial Network Wealth Advisors
Utah
$7.96K +$7.94K +72 New
SC
661
SouthState Corp
Florida
$7.07K
PPA
662
Painted Porch Advisors
California
$6.41K +$6.4K +58 New
BWP
663
Baldwin Wealth Partners
Massachusetts
$6.08K +$6.07K +55 New
PCA
664
Providence Capital Advisors
North Carolina
$4.2K
VAMG
665
Voisard Asset Management Group
Michigan
$4.09K
TWP
666
Triad Wealth Partners
Kansas
$3.21K +$3.2K +29 New
OWA
667
Opal Wealth Advisors
New York
$2.65K +$2.65K +24 New
FAM
668
Family Asset Management
South Carolina
$1.88K -$3.64K -33 -66%
PA
669
Pineridge Advisors
Missouri
$1.82K +$1.65K +15 +1,500%
SWM
670
Sanctuary Wealth Management
Idaho
$1.77K
HFA
671
Hershey Financial Advisers
Pennsylvania
$1.24K +$1.21K +11 New
NMG
672
New Millennium Group
Utah
$1.16K +$1.1K +10 New
BIM
673
Breakwater Investment Management
Washington
$1.1K
PS
674
PayPay Securities
Japan
$553 -$110 -1 -17%
RFS
675
Richardson Financial Services
Massachusetts
$332 -$441 -4 -57%