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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
WP
101
Westmount Partners
California
$13.1M +$6.58M +59,633 +101%
TM
102
Titan Managers
Arizona
$13M -$1.27M -11,550 -9%
WAS
103
Winch Advisory Services
Wisconsin
$12.9M +$267K +2,422 +2%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M +$935K +8,476 +8%
ODIJL
105
One Day In July LLC
Vermont
$12.5M -$2.81M -25,484 -18%
CWMGP
106
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$12.2M +$1.95M +17,721 +19%
SMFG
107
Sumitomo Mitsui Financial Group
Japan
$12.1M +$5M +45,333 +71%
UWM
108
Udine Wealth Management
Florida
$11.9M
AWA
109
Arete Wealth Advisors
Illinois
$11.5M +$328K +2,972 +3%
OIA
110
OneDigital Investment Advisors
Kansas
$11.2M -$364K -3,299 -3%
ML
111
Mayport LLC
Massachusetts
$11.1M +$226K +2,047 +2%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$11M -$3.33M -30,219 -23%
KL
113
KWMG LLC
Kansas
$10.9M +$670K +6,074 +7%
AWM
114
Atticus Wealth Management
Florida
$10.7M +$1.07M +9,689 +11%
GA
115
GFS Advisors
Texas
$10.6M -$8.9M -80,694 -96%
ACS
116
Archford Capital Strategies
Illinois
$10.6M +$4.66M +42,238 +79%
PWM
117
Paulson Wealth Management
Illinois
$10.1M +$98.8K +896 +1%
CFA
118
Camarda Financial Advisors
Florida
$10M -$1.77M -16,054 -15%
Mariner
119
Mariner
Kansas
$9.96M -$272K -2,470 -3%
EFG
120
Ethos Financial Group
Pennsylvania
$9.88M +$448K +4,061 +5%
FMN
121
Financial Management Network
California
$9.7M +$40.4K +366 +0.4%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$9.62M +$1.24M +11,266 +23%
CA
123
Clearstead Advisors
Ohio
$9.35M +$8.74M +79,233 +1,475%
MAM
124
Meeder Asset Management
Ohio
$9.33M -$3.99M -36,210 -30%
CC
125
Cadinha & Co
Hawaii
$9.31M -$494K -4,477 -5%