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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 %
MHB
351
Midwest Heritage Bank
Iowa
$275K +$58.6K +1,155 +27%
RFA
352
Resurgent Financial Advisors
Georgia
$272K -$127K -2,508 -32%
CCG
353
Catalina Capital Group
California
$266K -$203K -4,008 -43%
O3W
354
Omni 360 Wealth
New Jersey
$265K -$90.8K -1,791 -25%
BWP
355
BSW Wealth Partners
Colorado
$265K +$963 +19 +0.4%
MIS
356
Morningstar Investment Services
Illinois
$263K -$1.99M -39,353 -88%
PJSIMP
357
P.J. Schmidt Investment Management (PJS)
Wisconsin
$257K
PS
358
Principal Securities
Iowa
$251K +$108K +2,126 +75%
VAM
359
Verity Asset Management
North Carolina
$248K +$248K +4,895 New
FF
360
Friedenthal Financial
New Jersey
$243K +$26.9K +530 +12%
MWM
361
Maripau Wealth Management
Indiana
$237K -$1.19M -23,499 -83%
RF
362
RHS Financial
California
$236K +$13.2K +260 +6%
SRSA
363
S.R. Schill & Associates
Washington
$230K +$28.7K +567 +14%
TJHA
364
Thomas J. Herzfeld Advisors
Florida
$227K -$227K -4,473 -50%
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$226K -$285K -5,648 -56%
PWG
366
Portside Wealth Group
Utah
$224K -$38.2K -753 -15%
BHPW
367
Beverly Hills Private Wealth
California
$224K -$262K -5,166 -54%
ARC
368
Advisor Resource Council
Texas
$221K -$1.93M -38,155 -90%
IRC
369
Investors Research Corp
Georgia
$219K +$11.8K +232 +6%
BWM
370
BlackDiamond Wealth Management
New York
$216K +$1.67K +33 +0.8%
PFA
371
Pettinga Financial Advisors
Indiana
$210K -$3.39M -66,959 -94%
FIA
372
Foundations Investment Advisors
Arizona
$207K -$11.9M -234,491 -98%
MWM
373
Modern Wealth Management
Kansas
$203K +$203K +4,000 New
HNB
374
Huntington National Bank
Ohio
$194K -$32.5K
BTI
375
Blue Trust Inc
Georgia
$179K -$10.4M -204,329 -98%