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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
AWM
76
Able Wealth Management
New Jersey
$20.2M -$59.9K -543 -0.3%
SAM
77
Selway Asset Management
$19.9M +$1.34M +12,155 +7%
CWP
78
Concord Wealth Partners
Virginia
$19.6M +$724K +6,565 +4%
SPIA
79
Strategic Point Investment Advisors
Rhode Island
$19.4M -$53.4K -484 -0.3%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$19.1M -$309K -2,804 -2%
MWM
81
Mascoma Wealth Management
New Hampshire
$19M +$1.19M +10,768 +7%
SPIO
82
Seven Post Investment Office
California
$17.5M +$4.63M +41,954 +36%
OBWG
83
Onyx Bridge Wealth Group
New York
$17.2M +$245K +2,220 +1%
ST
84
Smithfield Trust
Pennsylvania
$16.9M +$1.11M +10,026 +7%
CAMV
85
Concord Asset Management (Virginia)
Virginia
$16.8M +$1.11M +10,103 +7%
IA
86
IFP Advisors
Florida
$16.7M +$2.81M +25,496 +20%
BSW
87
Buckingham Strategic Wealth
Missouri
$16.2M +$1.64M +14,849 +11%
TW
88
Trajan Wealth
Arizona
$16.1M -$87.7K -795 -0.5%
SW
89
SVB Wealth
Massachusetts
$15.7M -$18.3M -166,271 -54%
HighTower Advisors
90
HighTower Advisors
Illinois
$15.4M +$249K +2,261 +2%
PCMU
91
Paragon Capital Management (Utah)
Utah
$14.1M -$112K -1,020 -0.8%
IWC
92
Integrated Wealth Concepts
Massachusetts
$14M -$19.8M -179,863 -59%
TAM
93
Tucker Asset Management
Colorado
$13.9M -$395K -3,585 -3%
SWP
94
Strategic Wealth Partners
Ohio
$13.8M +$553K +5,013 +4%
BWM
95
Bulltick Wealth Management
Florida
$13.7M +$4.52M +40,953 +49%
Comerica Bank
96
Comerica Bank
Texas
$13.6M -$1.21M -10,946 -8%
GC
97
Guidance Capital
Kentucky
$13.6M +$514K +4,661 +4%
BA
98
Bridge Advisory
California
$13.3M -$4.03M -36,539 -23%
KPWG
99
KFA Private Wealth Group
Virginia
$13.1M -$11M -99,553 -46%
BWM
100
Birchcreek Wealth Management
Ohio
$13.1M +$1.13M +10,267 +9%