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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
OHWP
676
Oak Harbor Wealth Partners
North Carolina
$332
CPG
677
Cornerstone Planning Group
New Jersey
$225 -$662 -6 -67%
AWA
678
Alaska Wealth Advisors
Alaska
$221 -$110 -1 -33%
Janney Montgomery Scott
679
Janney Montgomery Scott
Pennsylvania
-$25.1M -227,517 Closed
Susquehanna International Group
680
Susquehanna International Group
Pennsylvania
-$16M -144,324 Closed
NYLIM
681
New York Life Investment Management
New York
-$13.7M -123,999 Closed
GAA
682
Global Assets Advisory
Florida
-$775K -85,300 Closed
MWM
683
Meridian Wealth Management
Kentucky
-$6.64M -60,097 Closed
CA
684
CoreCap Advisors
Michigan
-$6.26M -56,657 Closed
GFA
685
Gallagher Fiduciary Advisors
Illinois
-$6.08M -54,981 Closed
N
686
Nuveen
North Carolina
-$2.7M -24,434 Closed
GWA
687
GGM Wealth Advisors
Maryland
-$2.56M -23,239 Closed
FTUS
688
Flow Traders U.S.
New York
-$2.37M -21,443 Closed
CW
689
CreativeOne Wealth
Kansas
-$2.1M -18,979 Closed
KV
690
Kickstand Ventures
New York
-$2M -18,054 Closed
ECA
691
Elevated Capital Advisors
Utah
-$1.66M -14,996 Closed
S
692
Sunpointe
Missouri
-$1.61M -14,548 Closed
SFS
693
Sowell Financial Services
Arkansas
-$1.47M -13,291 Closed
RI
694
Rinkey Investments
California
-$1.42M -12,853 Closed
FIM
695
Freedom Investment Management
Connecticut
-$1.1M -9,988 Closed
SPC
696
Spirepoint Private Client
Florida
-$1.08M -9,760 Closed
ES
697
Eagle Strategies
New York
-$1.02M -9,261 Closed
AWA
698
Authentikos Wealth Advisory
California
-$1M -9,064 Closed
PPP
699
Private Portfolio Partners
New Jersey
-$965K -8,734 Closed
SAG
700
SageView Advisory Group
California
-$1.1M -5,915 Closed