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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
RI
151
Ridgewood Investments
New Jersey
$7.09M -$456K -4,136 -6%
AFC
152
Adaptive Financial Consulting
Ohio
$6.97M
Baird Financial Group
153
Baird Financial Group
Wisconsin
$6.68M +$2.78M +25,254 +72%
QFA
154
Quattro Financial Advisors
Texas
$6.65M
VWM
155
VanWeelden Wealth Management
Ohio
$6.63M +$6.63M +60,078 New
DWM
156
Drive Wealth Management
Utah
$6.62M -$61.2K -555 -0.9%
IFG
157
Independent Financial Group
California
$6.59M +$113K +1,029 +2%
MFC
158
Morris Financial Concepts
South Carolina
$6.55M +$887K +8,045 +16%
UCFA
159
United Capital Financial Advisors
Texas
$6.48M -$266K -2,411 -4%
AR
160
Advisory Research
Illinois
$6.44M +$750K +6,805 +13%
KAS
161
Kestra Advisory Services
Texas
$6.37M +$22.4K +203 +0.3%
UBV
162
United Bank (Virginia)
Virginia
$6.29M -$246K -2,234 -4%
PAG
163
Private Advisor Group
New Jersey
$6.28M -$74.5K -676 -1%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$6.21M +$4.5M +40,783 +265%
SAS
165
Stelac Advisory Services
New York
$6.1M +$6.09M +55,227 New
CPO
166
Cerity Partners OCIO
New York
$5.89M +$5.87M +53,272 New
AssetMark Inc
167
AssetMark Inc
California
$5.66M -$3.19M -28,962 -36%
HBT
168
Heartland Bank & Trust
Illinois
$5.66M +$221K +2,006 +4%
4WM
169
49 Wealth Management
Texas
$5.59M -$16.4M -148,284 -74%
GB
170
Gunma Bank
Japan
$5.53M +$5.51M +50,000 New
FTS
171
Fifth Third Securities
Ohio
$5.44M +$346K +3,134 +7%
SFA
172
Sequoia Financial Advisors
Ohio
$5.43M -$583K -5,289 -10%
WCG
173
Weaver Consulting Group
California
$5.43M -$443K -4,016 -8%
MA
174
Mutual Advisors
Nebraska
$5.38M -$2.7M -24,442 -33%
CWM
175
Calamos Wealth Management
Illinois
$5.33M -$660K -5,986 -11%