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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
SF
726
Synovus Financial
Georgia
-$210K -1,897 Closed
RFA
727
Resurgent Financial Advisors
Georgia
-$202K -1,823 Closed
RA
728
Rational Advisors
New York
-$157K -1,422 Closed
MFA
729
Morling Financial Advisors
California
-$131K -1,186 Closed
RS
730
Rakuten Securities
Japan
-$89.1K -806 Closed
PMFA
731
Plante Moran Financial Advisors
Michigan
-$54.9K -497 Closed
JSAM
732
J. Safra Asset Management
New York
-$27.6K -250 Closed
CA
733
Crewe Advisors
Utah
-$27.5K -249 Closed
CAL
734
Capital Analysts LLC
Pennsylvania
-$19K -176 Closed
Kayne Anderson Rudnick Investment Management
735
Kayne Anderson Rudnick Investment Management
California
-$19.5K -176 Closed
JFA
736
JNBA Financial Advisors
Minnesota
-$16.6K -150 Closed
CTA
737
Colonial Trust Advisors
South Carolina
-$7.74K -70 Closed
CT
738
Colonial Trust
South Carolina
-$7.63K -69 Closed
DF
739
DecisionPoint Financial
Arizona
-$5.52K -50 Closed
VL
740
Vima LLC
Michigan
-$3.31K -30 Closed
MFA
741
McClarren Financial Advisors
Pennsylvania
-$3K -27 Closed
CIA
742
Cape Investment Advisory
Georgia
-$2.1K -19 Closed
CCMI
743
Creative Capital Management Investments
California
-$1.88K -17 Closed
LF
744
LifeSteps Financial
California
-$774 -7 Closed