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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 %
PSB
426
Piscataqua Savings Bank
New Hampshire
$354 +$354 +7 New
GWP
427
Gen-Wealth Partners
Michigan
$304 +$304 +6 New
GI
428
Gradient Investments
Minnesota
$203 -$6.04K -119 -97%
GJWM
429
Gilliland Jeter Wealth Management
Arkansas
$101 +$101 +2 New
LFA
430
LGT Financial Advisors
Texas
$60 -$54.4K -907 -100%
VAG
431
VisionPoint Advisory Group
Texas
$31
IHWM
432
Iron Horse Wealth Management
Iowa
$17 +$17 +1 New
CW
433
Connectus Wealth
Ohio
-$22.3M -442,097 Closed
Victory Capital Management
434
Victory Capital Management
Texas
-$20.6M -408,738 Closed
SFS
435
Security Financial Services
Indiana
-$7.63M -151,137 Closed
OWA
436
One Wealth Advisors
California
-$7.13M -141,333 Closed
Baird Financial Group
437
Baird Financial Group
Wisconsin
-$6.88M -136,345 Closed
WF
438
Williams Financial
Vermont
-$6.2M -122,862 Closed
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
-$5.98M -118,583 Closed
IPW
440
IronBridge Private Wealth
Texas
-$5.96M -118,182 Closed
OAP
441
One Advisory Partners
Kansas
-$5.93M -117,574 Closed
SXL
442
Summit X LLC
Missouri
-$5.68M -112,444 Closed
PP
443
PFS Partners
New Jersey
-$5.61M -111,165 Closed
I
444
INVST
Indiana
-$5.4M -106,961 Closed
PFG
445
PAX Financial Group
Texas
-$5.11M -101,162 Closed
Thrivent Financial for Lutherans
446
Thrivent Financial for Lutherans
Minnesota
-$4.92M -97,554 Closed
CAM
447
Cobblestone Asset Management
Virginia
-$4.67M -92,573 Closed
WWG
448
West Wealth Group
California
-$4.39M -86,998 Closed
SWM
449
SigFig Wealth Management
California
-$4.34M -85,937 Closed
BFG
450
Buttonwood Financial Group
Missouri
-$3.93M -77,877 Closed