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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 %
MA
251
MONECO Advisors
Connecticut
$635K -$107K -2,112 -14%
SW
252
SteelPeak Wealth
California
$632K +$120K +2,367 +23%
SB
253
Strategic Blueprint
Georgia
$622K -$1.53M -30,125 -71%
US Bancorp
254
US Bancorp
Minnesota
$604K +$19.8K +390 +3%
BIA
255
Bigelow Investment Advisors
Maine
$599K -$10.1K -200 -2%
HI
256
Harbour Investments
Wisconsin
$599K -$18.3K -361 -3%
ACA
257
Aptus Capital Advisors
Alabama
$583K -$130K -2,567 -18%
RFG
258
Range Financial Group
Oregon
$573K +$7.19K +142 +1%
CWP
259
Core Wealth Partners
California
$547K -$206K -4,075 -27%
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$541K +$19.8K +390 +4%
TWCA
261
Two West Capital Advisors
Kansas
$529K +$529K +10,442 New
JC
262
JB Capital
Connecticut
$528K -$68.4K -1,350 -11%
PWA
263
Physician Wealth Advisors
Utah
$527K +$527K +10,418 New
MAM
264
Mainsail Asset Management
Alabama
$526K -$82K -1,618 -13%
BRWA
265
B. Riley Wealth Advisors
Florida
$524K -$6.78M -133,932 -93%
BAM
266
Belpointe Asset Management
Nevada
$518K +$4.66K +92 +0.9%
PA
267
Parkside Advisors
California
$514K -$751K -14,815 -59%
GWANC
268
Guardian Wealth Advisors (North Carolina)
North Carolina
$506K -$10K -198 -2%
SWM
269
Spire Wealth Management
Virginia
$504K -$13.1M -259,173 -96%
VA
270
Valmark Advisers
Ohio
$477K +$5.27K +104 +1%
SVWG
271
Shared Vision Wealth Group
United States
$475K -$168K -3,318 -26%
PFS
272
Prospera Financial Services
Texas
$452K -$310K -6,110 -41%
VWWMG
273
Vermillion & White Wealth Management Group
Pennsylvania
$451K +$18.7K +370 +4%
BWP
274
Balboa Wealth Partners
Arizona
$448K
BWA
275
BlueChip Wealth Advisors
Georgia
$446K -$50.1K -989 -10%