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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 %
BWP
326
BSW Wealth Partners
Colorado
$266K +$1.57K +31 +0.6%
Jones Financial Companies
327
Jones Financial Companies
Missouri
$264K +$264K +5,202 New
PS
328
Principal Securities
Iowa
$263K +$12.2K +241 +5%
SCA
329
Snowden Capital Advisors
New York
$258K -$972K -19,194 -79%
WFA
330
WMG Financial Advisors
Tennessee
$252K +$252K +4,979 New
PJSIMP
331
P.J. Schmidt Investment Management (PJS)
Wisconsin
$252K -$4.81K -95 -2%
IWA
332
Icon Wealth Advisors
Texas
$252K -$63.6K -1,255 -20%
TW
333
TritonPoint Wealth
Maryland
$242K -$14.2K -280 -6%
RWM
334
Ritholtz Wealth Management
New York
$235K -$307K -6,060 -57%
SMG
335
Smart Money Group
Texas
$231K +$231K +4,551 New
KWM
336
Kingsview Wealth Management
Oregon
$230K -$168K -3,325 -42%
TJHA
337
Thomas J. Herzfeld Advisors
Florida
$226K
VAM
338
Verity Asset Management
North Carolina
$226K -$21.8K -430 -9%
BAM
339
BOS Asset Management
Illinois
$224K +$224K +4,424 New
ARC
340
Advisor Resource Council
Texas
$220K -$405 -8 -0.2%
AWM
341
Apollon Wealth Management
South Carolina
$220K -$360K -7,106 -62%
DL
342
DOHJ LLC
Washington
$219K -$1.88M -37,083 -90%
WHCI
343
W.H. Cornerstone Investments
Massachusetts
$217K -$130K -2,579 -38%
PA
344
PFG Advisors
Arizona
$217K -$3.59M -70,772 -94%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$208K -$17.6K -348 -8%
KDA
346
Kraft Davis & Associates
Missouri
$208K +$208K +4,105 New
LA
347
Lifeworks Advisors
Michigan
$205K -$283K -5,580 -58%
PCM
348
Pennsylvania Capital Management
Pennsylvania
$204K -$2.52M -49,820 -93%
CWS
349
Cypress Wealth Services
California
$203K -$137K -2,709 -40%
CIAS
350
CFS Investment Advisory Services
New Jersey
$201K -$624K -12,329 -76%