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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 %
WTC
301
WhitTier Trust Company
Nevada
$310K +$310K +6,123 New
HNB
302
Huntington National Bank
Ohio
$304K -$304K
AP
303
Aspect Partners
Virginia
$303K +$303K +5,991 New
DADC
304
D.A. Davidson & Co
Montana
$293K +$21.3K +421 +8%
SF
305
Safeguard Financial
Wisconsin
$292K +$2.02K +40 +0.7%
CA
306
Calton & Associates
Florida
$289K -$135K -2,664 -32%
WIA
307
World Investment Advisors
California
$284K -$92.1K -1,820 -24%
CI
308
CacheTech Inc
Utah
$282K +$282K +5,574 New
AWM
309
Adams Wealth Management
Utah
$282K +$282K +5,574 New
LWM
310
Liberty Wealth Management
California
$281K -$9.12M -179,902 -97%
NL
311
Navalign LLC
California
$281K
EFG
312
Embree Financial Group
Illinois
$268K -$28.9K -571 -10%
MHB
313
Midwest Heritage Bank
Iowa
$258K -$8.4K -166 -3%
WFA
314
WMG Financial Advisors
Tennessee
$252K
TC
315
Trilogy Capital
California
$246K -$30.8K -608 -11%
BSTWA
316
Blake Schutter Theil Wealth Advisors
Ohio
$242K +$242K +4,782 New
QWP
317
Quotient Wealth Partners
Texas
$239K -$89K -1,758 -27%
AFG
318
AFS Financial Group
Maryland
$236K +$236K +4,673 New
JIC
319
JRM Investment Counsel
Nebraska
$229K -$66.2K -1,308 -22%
LA
320
Lifeworks Advisors
Michigan
$229K +$24.3K +481 +12%
TJHA
321
Thomas J. Herzfeld Advisors
Florida
$226K
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$226K -$26.3K -520 -10%
PI
323
PFG Investments
New York
$225K +$225K +4,440 New
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$223K +$50.9K +1,006 +30%
CAM
325
Concorde Asset Management
Michigan
$213K -$92.4K -1,827 -30%