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iShares Treasury Floating Rate Bond ETF

408 hedge funds and large institutions have $4.1B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 140 increasing their positions, 196 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
-23
Holders Change %
-5.34%
% of All Funds
5.93%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.64%
New
53
Increased
140
Reduced
196
Closed
69
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CG
226
CFO4Life Group
Texas
$929K +$929K +18,341 New
CC
227
Copperleaf Capital
North Carolina
$900K -$705K -13,922 -44%
TWM
228
TSA Wealth Management
Texas
$854K -$112K -2,209 -12%
C1AG
229
Client 1st Advisory Group
Florida
$852K -$159K -3,144 -16%
BEC
230
Blue Edge Capital
Virginia
$806K -$59K -1,164 -7%
VWM
231
Vigilare Wealth Management
Arizona
$804K -$2.15M -42,365 -73%
PAG
232
Private Advisory Group
Washington
$801K -$1.31M -25,764 -62%
WA
233
Waverly Advisors
Alabama
$799K +$799K +15,765 New
IWM
234
IHT Wealth Management
Illinois
$782K -$642K -12,678 -45%
BAM
235
BTS Asset Management
Massachusetts
$768K -$35.6K -703 -4%
PO
236
Private Ocean
California
$746K -$4.61K -91 -0.6%
SRSA
237
S.R. Schill & Associates
Washington
$742K +$512K +10,104 +222%
RPGK
238
Retirement Planning Group (Kansas)
Kansas
$741K -$7.26M -143,244 -91%
SWP
239
Strategic Wealth Partners
Ohio
$738K -$122K -2,403 -14%
TMWM
240
Taylor & Morgan Wealth Management
Michigan
$734K -$45.4K -897 -6%
MCM
241
MV Capital Management
Maryland
$731K -$371K -7,317 -34%
SRWM
242
Shira Ridge Wealth Management
California
$709K +$136K +2,693 +24%
SPIA
243
Steward Partners Investment Advisory
New York
$705K +$23.3K +459 +3%
HWMA
244
Heritage Wealth Management (Arizona)
Arizona
$690K -$16.5K -325 -2%
HFO
245
Heritage Family Offices
Arizona
$690K +$690K +13,629 New
TC
246
TownSquare Capital
Utah
$690K -$781K -15,420 -53%
NP
247
Nilsine Partners
Colorado
$675K +$53.5K +1,057 +9%
EGA
248
Eagle Global Advisors
Texas
$672K +$170K +3,350 +34%
ACP
249
Aveo Capital Partners
Colorado
$645K -$694K -13,697 -52%
T
250
Tidemark
California
$639K -$5.73K -113 -0.9%