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iShares Treasury Floating Rate Bond ETF

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
376
AmeriFlex Group
Nevada
$12.4K +$12.4K +244 New
KIM
377
Kestra Investment Management
Texas
$12.3K +$12.3K +244 New
TFGT
378
TS Financial Group (TSFG)
Illinois
$12K +$200 +4 +2%
BCMLT
379
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K -$22.9K -452 -67%
WWP
380
WR Wealth Planners
Missouri
$8.23K -$3.33K -66 -29%
CPG
381
Cornerstone Planning Group
New Jersey
$7.97K -$10.8K -212 -57%
SIM
382
Synergy Investment Management
Florida
$7.79K +$7.79K +155 New
CIAS
383
Capital Investment Advisory Services
North Carolina
$7.57K
DRP
384
Decker Retirement Planning
Utah
$7.57K +$7.57K +150 New
PMFA
385
Plante Moran Financial Advisors
Michigan
$6.56K -$2.12K -42 -24%
SIC
386
Salem Investment Counselors
North Carolina
$6.51K
WA
387
WestEnd Advisors
North Carolina
$6.21K -$62.1K -1,230 -91%
SWC
388
Spectrum Wealth Counsel
Indiana
$5.75K -$84K -1,665 -94%
CAS
389
Coppell Advisory Solutions
Texas
$5.6K
CA
390
CoreCap Advisors
Michigan
$4.85K -$5.75K -114 -54%
Corient Private Wealth
391
Corient Private Wealth
Florida
$4.39K +$4.39K +10,088 New
AF
392
Advisornet Financial
Minnesota
$4.24K -$352K -6,971 -99%
WTFG
393
Wood Tarver Financial Group
Idaho
$3K +$3K +70 New
HIA
394
Harbor Investment Advisory
Maryland
$2.42K
EWA
395
EverSource Wealth Advisors
Alabama
$2.37K +$2.37K +47 New
ANBT
396
American National Bank & Trust
Texas
$2.22K -$342K -6,781 -99%
HWM
397
Hemington Wealth Management
Virginia
$2K
BTI
398
Blue Trust Inc
Georgia
$1.91K -$78.2K -1,557 -98%
RIL
399
Rothschild Investment LLC
Illinois
$1.51K
VWM
400
Venturi Wealth Management
Texas
$1.26K