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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 %
JAG
326
Journey Advisory Group
Kentucky
$351K -$213K -4,203 -38%
WHCI
327
W.H. Cornerstone Investments
Massachusetts
$348K -$165K -3,264 -32%
CFG
328
Cooper Financial Group
California
$347K -$306K -6,030 -47%
PWP
329
Private Wealth Partners
California
$345K -$768K -15,150 -69%
CWS
330
Cypress Wealth Services
California
$341K -$2.72M -53,614 -89%
CICC
331
Capital Investment Counsel (Colorado)
Colorado
$339K +$75K +1,480 +28%
Brown Advisory
332
Brown Advisory
Maryland
$338K -$28.1K -555 -8%
WWP
333
WR Wealth Planners
Missouri
$329K -$205K -4,053 -38%
MSAM
334
Moloney Securities Asset Management
Missouri
$328K +$328K +6,472 New
SW
335
Simplicity Wealth
New Jersey
$327K -$2.69M -53,166 -89%
PWM
336
PBMares Wealth Management
Virginia
$323K -$421K -8,300 -57%
AFG
337
Atomi Financial Group
New York
$323K +$34.6K +683 +12%
VCP
338
Verus Capital Partners
Arizona
$322K -$761K -15,010 -70%
IWA
339
Icon Wealth Advisors
Texas
$316K -$9.74M -192,174 -97%
Citigroup
340
Citigroup
New York
$309K -$223K -4,400 -42%
W
341
Wealthquest
Ohio
$308K -$663K -13,085 -68%
EFG
342
Embree Financial Group
Illinois
$303K -$30.5K -601 -9%
LNC
343
Lincoln National Corp
Pennsylvania
$300K -$957K -18,876 -76%
DADC
344
D.A. Davidson & Co
Montana
$300K +$300K +5,910 New
AWM
345
Avior Wealth Management
Nebraska
$294K +$294K +5,794 New
JIC
346
JRM Investment Counsel
Nebraska
$288K -$57.2K -1,129 -17%
TC
347
Trilogy Capital
California
$286K -$107K -2,103 -27%
NL
348
Navalign LLC
California
$281K
PFA
349
Pinnacle Family Advisors
Missouri
$278K -$41.6K -820 -13%
SCM
350
Sebold Capital Management
Illinois
$275K +$275K +5,434 New