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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
BlackRock
1
BlackRock
New York
$838M -$52.5M -476,322 -6%
JP Morgan Chase
2
JP Morgan Chase
New York
$807M +$631M +5,718,386 +362%
Morgan Stanley
3
Morgan Stanley
New York
$576M -$48M -435,411 -8%
Wells Fargo
4
Wells Fargo
California
$452M +$67.3M +610,067 +18%
Bank of America
5
Bank of America
North Carolina
$336M -$34.6M -313,803 -9%
UBS Group
6
UBS Group
Switzerland
$224M -$32.7M -296,133 -13%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$216M +$38.9M +352,887 +22%
BBVA
8
Banco Bilbao Vizcaya Argentaria
Spain
$215M +$27.7M +250,807 +15%
LPL Financial
9
LPL Financial
California
$197M +$8.9M +80,700 +5%
Betterment LLC
10
Betterment LLC
New York
$176M -$17.9M -162,591 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$175M +$11M +99,530 +7%
AllianceBernstein
12
AllianceBernstein
Tennessee
$156M +$155M +1,405,074 +30,499%
Wealthfront Advisers
13
Wealthfront Advisers
California
$138M +$80.3M +727,783 +139%
Ameriprise
14
Ameriprise
Minnesota
$126M +$62.5M +566,502 +99%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$125M +$19.7M +178,574 +19%
NRI
16
NFP Retirement Inc
California
$122M +$6.99M +63,399 +6%
DWA
17
Divergent Wealth Advisors
Utah
$121M +$6.67M +60,475 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$121M -$4.79M -43,477 -4%
Truist Financial
19
Truist Financial
North Carolina
$110M -$527K -4,781 -0.5%
ACA
20
Anchor Capital Advisors
Massachusetts
$107M +$57.5M +521,879 +116%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$106M -$3.6M -32,664 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$89.3M +$66.1M +599,481 +287%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.8M +$13.2M +119,395 +18%
Renaissance Technologies
24
Renaissance Technologies
New York
$77.9M
HAFG
25
Hansen & Associates Financial Group
California
$77.5M +$1.23B +11,166,628 +1,698%