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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
RWM
176
Ritholtz Wealth Management
New York
$5.32M +$163K +1,476 +3%
SWM
177
Spire Wealth Management
Virginia
$5.31M +$1.01M +9,130 +23%
SCM
178
SOL Capital Management
Maryland
$5.29M +$2.38M +21,614 +82%
JIR
179
James Investment Research
Ohio
$5.24M -$155K -1,403 -3%
SLWA
180
San Luis Wealth Advisors
California
$5.08M +$5.07M +45,938 New
CHJWM
181
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.01M -$372K -3,372 -7%
DWP
182
Destiny Wealth Partners
Florida
$4.88M -$13.6M -122,965 -74%
WWM
183
Whalen Wealth Management
Nevada
$4.88M -$18M -163,372 -79%
AIM
184
Astor Investment Management
Illinois
$4.87M -$1.29M -11,666 -21%
IHL
185
Investment House LLC
California
$4.82M +$32.1K +291 +0.7%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$4.74M +$4.73M +42,900 New
TIM
187
Total Investment Management
Arizona
$4.72M +$3.1M +28,086 +191%
FFM
188
Forum Financial Management
Illinois
$4.67M +$1.14M +10,299 +32%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$4.66M -$576K -5,227 -11%
FHA
190
First Horizon Advisors
Tennessee
$4.65M +$365K +3,307 +9%
LWM
191
Laidlaw Wealth Management
New York
$4.59M +$110K +1,001 +2%
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$4.58M -$1.08M -9,780 -19%
CF
193
Copperwynd Financial
Arizona
$4.56M +$4.55M +41,232 New
PS
194
Principal Securities
Iowa
$4.53M +$2.07M +18,780 +84%
EAMA
195
EFG Asset Management (Americas)
Florida
$4.49M +$1.32M +11,927 +42%
MIA
196
MMBG Investment Advisors
Florida
$4.46M -$62.3K -565 -1%
AWM
197
AE Wealth Management
Kansas
$4.36M +$1.16M +10,553 +37%
DAS
198
Dynamic Advisor Solutions
Arizona
$4.3M -$2.04M -18,469 -32%
SA
199
Sanctuary Advisors
Indiana
$4.28M +$4.27M +38,716 New
NA
200
NewEdge Advisors
Louisiana
$4.26M +$1.56M +14,169 +58%