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iShares Treasury Floating Rate Bond ETF

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
301
Lifeworks Advisors
Michigan
$487K +$487K +9,617 New
VA
302
Valmark Advisers
Ohio
$472K +$108K +2,131 +30%
PFP
303
Pinnacle Financial Partners
Tennessee
$466K +$30.7K +606 +7%
SFO
304
Stokes Family Office
Louisiana
$462K -$7.77M -153,265 -94%
SAW
305
Signal Advisors Wealth
Michigan
$460K -$1.04M -20,602 -69%
CAM
306
Concorde Asset Management
Michigan
$456K -$214K -4,227 -32%
PPC
307
Park Place Capital
Alabama
$451K -$615K -12,133 -58%
BWP
308
Balboa Wealth Partners
Arizona
$449K
PCA
309
Prosperity Capital Advisors
Ohio
$435K -$4.67M -92,201 -91%
VWWMG
310
Vermillion & White Wealth Management Group
Pennsylvania
$432K +$176K +3,463 +68%
TW
311
TritonPoint Wealth
Maryland
$418K -$299K -3,613 -42%
IAN
312
Integrated Advisors Network
Texas
$411K +$98.4K +1,942 +31%
CBFP
313
Cedar Brook Financial Partners
Ohio
$406K +$3.7K +73 +0.9%
APW
314
Austin Private Wealth
Texas
$400K -$10.6M -210,271 -96%
KWM
315
Kingsview Wealth Management
Oregon
$398K -$1.5M -29,662 -79%
FHA
316
Flagship Harbor Advisors
Massachusetts
$392K -$47K -928 -11%
JFG
317
Jefferies Financial Group
New York
$391K +$3.55K +70 +0.9%
WP
318
WealthShield Partners
North Carolina
$389K -$2.34M -46,092 -86%
IF
319
Insight Folios
North Carolina
$389K -$4.01K -79 -1%
ANBT
320
American National Bank & Trust
Texas
$387K -$39.5K -779 -9%
SG
321
StoneX Group
New York
$385K +$385K +7,601 New
RB
322
Renasant Bank
Mississippi
$382K -$43.6K -860 -10%
HT
323
Headlands Technologies
Illinois
$375K +$375K +7,399 New
LWM
324
Liberty Wealth Management
California
$373K -$2.76M -54,495 -88%
IFWM
325
Institute for Wealth Management
Colorado
$368K -$417K -8,233 -53%