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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
CWS
701
Cypress Wealth Services
California
-$619K -5,604 Closed
RL
702
Retireful LLC
Michigan
-$614K -5,559 Closed
SAW
703
Signal Advisors Wealth
Michigan
-$596K -5,387 Closed
EAM
704
Evanson Asset Management
California
-$525K -4,753 Closed
RSWM
705
Robertson Stephens Wealth Management
California
-$490K -4,430 Closed
SWP
706
Significant Wealth Partners
Illinois
-$410K -3,712 Closed
BAM
707
Belpointe Asset Management
Nevada
-$407K -3,685 Closed
NCM
708
Northland Capital Management
Minnesota
-$386K -3,495 Closed
SFG
709
Sather Financial Group
Texas
-$378K -3,423 Closed
FH
710
FWG Holdings
Florida
-$344K -3,125 Closed
BPA
711
Beacon Pointe Advisors
California
-$342K -3,093 Closed
AWE
712
Avidian Wealth Enterprises
Texas
-$300K -2,710 Closed
WIC
713
Woodmont Investment Counsel
Tennessee
-$282K -2,553 Closed
BFG
714
Beacon Financial Group
Texas
-$273K -2,473 Closed
WI
715
WBI Investments
New Jersey
-$252K -2,276 Closed
LWMG
716
Levy Wealth Management Group
Pennsylvania
-$248K -2,250 Closed
CAG
717
Csenge Advisory Group
Florida
-$246K -2,228 Closed
LNC
718
Lincoln National Corp
Pennsylvania
-$245K -2,217 Closed
BCV
719
Banque Cantonale Vaudoise
Switzerland
-$237K -2,148 Closed
PP
720
Patten & Patten
Tennessee
-$235K -2,125 Closed
PAG
721
Private Advisory Group
Washington
-$231K -2,094 Closed
CIC
722
Chilton Investment Company
Connecticut
-$230K -2,080 Closed
NL
723
NWAM LLC
Washington
-$218K -1,984 Closed
SWM
724
Stockman Wealth Management
Montana
-$218K -1,971 Closed
MFS
725
Madrona Financial Services
Washington
-$218K -1,970 Closed