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iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
226
Signature Estate & Investment Advisors
California
$790K -$446K -8,812 -36%
C1AG
227
Client 1st Advisory Group
Florida
$786K -$65.6K -1,297 -8%
RIA
228
Regal Investment Advisors
Michigan
$767K -$922K -18,214 -55%
PWMG
229
Pioneer Wealth Management Group
Texas
$766K -$278K -5,494 -27%
TWA
230
TCI Wealth Advisors
Arizona
$753K -$345K -6,819 -31%
TWCA
231
Two West Capital Advisors
Kansas
$746K +$218K +4,303 +41%
PFS
232
Prospera Financial Services
Texas
$710K +$258K +5,104 +57%
MFG
233
Merit Financial Group
Georgia
$675K +$675K +13,336 New
EGA
234
Eagle Global Advisors
Texas
$666K -$5.06K -100 -0.8%
IWM
235
IHT Wealth Management
Illinois
$661K -$120K -2,372 -15%
T
236
Tidemark
California
$638K
MA
237
MONECO Advisors
Connecticut
$613K -$21.8K -430 -3%
HFO
238
Heritage Family Offices
Arizona
$612K -$77.3K -1,528 -11%
AIA
239
Alera Investment Advisors
Illinois
$609K +$609K +12,032 New
CTI
240
Community Trust & Investment
Kentucky
$606K +$606K +11,975 New
TC
241
TownSquare Capital
Utah
$606K -$83.7K -1,654 -12%
SFC
242
Strategic Financial Concepts
Texas
$589K -$31.5M -623,279 -98%
BIA
243
Bigelow Investment Advisors
Maine
$587K -$11.1K -220 -2%
ACP
244
Aveo Capital Partners
Colorado
$563K -$81.3K -1,606 -13%
VWWMG
245
Vermillion & White Wealth Management Group
Pennsylvania
$545K +$94.3K +1,864 +21%
PG
246
Prostatis Group
Maryland
$545K -$516K -10,192 -49%
Ameriprise
247
Ameriprise
Minnesota
$541K -$1.27M -25,008 -70%
VAM
248
Verity Asset Management
North Carolina
$537K +$311K +6,139 +137%
PWA
249
Physician Wealth Advisors
Utah
$536K +$10K +198 +2%
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$527K -$13.3K -263 -2%