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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 %
LWM
301
Liberty Wealth Management
California
$330K +$317K +178,081 +2,418%
QWP
302
Quotient Wealth Partners
Texas
$329K -$558K -11,016 -63%
CFG
303
Cooper Financial Group
California
$329K -$17.9K -354 -5%
FWP
304
Firethorn Wealth Partners
Georgia
$327K -$230K -4,540 -41%
AA
305
Ancora Advisors
Ohio
$325K -$500K -9,875 -61%
Brown Advisory
306
Brown Advisory
Maryland
$323K -$15.2K -300 -4%
TCPW
307
Twin City Private Wealth
North Carolina
$323K +$323K +6,369 New
PFG
308
PAX Financial Group
Texas
$320K +$320K +6,322 New
CICC
309
Capital Investment Counsel (Colorado)
Colorado
$314K -$25.6K -505 -8%
MIS
310
Morningstar Investment Services
Illinois
$306K +$43.2K +854 +16%
CAM
311
Concorde Asset Management
Michigan
$306K -$149K -2,950 -33%
HNB
312
Huntington National Bank
Ohio
$304K -$194K
EFG
313
Embree Financial Group
Illinois
$298K -$5.32K -105 -2%
JIC
314
JRM Investment Counsel
Nebraska
$296K +$7.8K +154 +3%
WWP
315
WR Wealth Planners
Missouri
$292K -$37.3K -737 -11%
SF
316
Safeguard Financial
Wisconsin
$290K +$290K +5,721 New
FGA
317
Fortis Group Advisors
New Jersey
$287K +$287K +5,669 New
SHJ
318
Sharkey, Howes & Javer
Colorado
$281K -$7.93M -156,595 -97%
NL
319
Navalign LLC
California
$281K
MW
320
Maia Wealth
Colorado
$280K +$280K +5,536 New
SSWM
321
Strait & Sound Wealth Management
California
$279K +$279K +5,513 New
TC
322
Trilogy Capital
California
$277K -$8.87K -175 -3%
HGWM
323
Horst & Graben Wealth Management
Oregon
$273K -$1.23M -24,281 -82%
DADC
324
D.A. Davidson & Co
Montana
$272K -$27K -532 -9%
MHB
325
Midwest Heritage Bank
Iowa
$267K -$8K -158 -3%