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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 %
MW
326
Maia Wealth
Colorado
$213K -$67.5K -1,334 -24%
SC
327
Searle & Co
Connecticut
$213K +$213K +4,200 New
SP
328
Stonebrook Private
Michigan
$209K -$1.01M -19,902 -83%
SAW
329
Signal Advisors Wealth
Michigan
$206K +$206K +4,079 New
CCM
330
Coldstream Capital Management
Washington
$203K +$203K +4,022 New
ICMM
331
Integrated Capital Management (Michigan)
Michigan
$203K +$203K +4,005 New
AWM
332
Alterna Wealth Management
Texas
$202K -$242K -4,780 -55%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$199K -$10.1K -200 -5%
AA
334
Ancora Advisors
Ohio
$194K -$131K -2,588 -40%
EWA
335
EP Wealth Advisors
California
$191K +$191K +3,768 New
IRC
336
Investors Research Corp
Georgia
$159K +$7.24K +143 +5%
FF
337
Friedenthal Financial
New Jersey
$140K -$1.42K -28 -1%
SS
338
Sunbelt Securities
Texas
$139K -$7.34K -145 -5%
PPC
339
Park Place Capital
Alabama
$137K -$31.5K -623 -19%
AWA
340
Alaska Wealth Advisors
Alaska
$119K +$202 +4 +0.2%
NCM
341
Northwest Capital Management
Oregon
$107K
FFA
342
Founders Financial Alliance
North Carolina
$107K -$13.8K -272 -11%
WP
343
WealthShield Partners
North Carolina
$94.3K -$301K -5,946 -76%
SWC
344
Spectrum Wealth Counsel
Indiana
$90K -$18.3K -362 -17%
BTI
345
Blue Trust Inc
Georgia
$80.8K -$98K -1,935 -55%
CFD
346
Creative Financial Designs
Indiana
$76.2K -$4.91K -97 -6%
PS
347
Principal Securities
Iowa
$73.8K -$188K -3,724 -72%
WA
348
WestEnd Advisors
North Carolina
$68.4K -$5.62K -111 -8%
GCM
349
Gables Capital Management
Florida
$66.9K
TWC
350
TD Waterhouse Canada
Ontario, Canada
$61.6K