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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
AF
201
Advisornet Financial
Minnesota
$4.26M +$1.99M +18,064 +88%
PCP
202
Proficio Capital Partners
Massachusetts
$4.25M -$2.13M -19,299 -33%
AWM
203
Alterna Wealth Management
Texas
$4.22M -$633K -5,743 -13%
JWCA
204
J.W. Cole Advisors
Florida
$4.18M -$1.45M -13,170 -26%
AWM
205
Axxcess Wealth Management
California
$4.14M +$559K +5,070 +16%
OP
206
ORG Partners
Indiana
$4.09M +$4.1M +37,166 New
EFG
207
Ehrlich Financial Group
California
$4.08M +$3.59M +32,595 +747%
HPC
208
HM Payson & Co
Maine
$4.02M
PFM
209
Patton Fund Management
Texas
$3.89M +$261K +2,366 +7%
SKK
210
Shepherd Kaplan Krochuk
Massachusetts
$3.88M -$2.8M -25,425 -42%
MSFS
211
Main Street Financial Solutions
Pennsylvania
$3.86M +$528K +4,791 +16%
FA
212
Fiduciary Alliance
South Carolina
$3.85M +$434K +3,936 +13%
IAS
213
Insigneo Advisory Services
Florida
$3.84M +$3.84M +34,837 New
GVAG
214
Great Valley Advisor Group
Delaware
$3.8M +$208K +1,888 +6%
FAM
215
Frontier Asset Management
Wyoming
$3.79M +$70.7K +641 +2%
GC
216
Gould Capital
Washington
$3.79M +$65.5K +594 +2%
MOS
217
MGO One Seven
Ohio
$3.53M +$95.2K +863 +3%
SFP
218
Shepherd Financial Partners
Massachusetts
$3.52M -$849K -7,695 -19%
SC
219
Sierra Capital
Florida
$3.5M +$188K +1,708 +6%
CAS
220
Coppell Advisory Solutions
Texas
$3.48M +$3.47M +31,465 New
CAL
221
Capital Advisors Ltd
Ohio
$3.46M +$242K +2,196 +8%
BL
222
Balentine LLC
Georgia
$3.28M
IIM
223
Ironwood Investment Management
Massachusetts
$3.25M +$69.3K +628 +2%
NCM
224
New Capital Management
Texas
$3.24M -$101K -917 -3%
AIS
225
American Investment Services
Massachusetts
$3.22M +$3.21M +29,114 New