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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 %
WI
26
Wintrust Investments
Illinois
$44.9M +$2.39M +47,147 +6%
Wells Fargo
27
Wells Fargo
California
$43.4M -$1.4M -27,714 -3%
LC
28
Landaas & Company
Wisconsin
$42.3M +$5.26M +103,754 +14%
NQWM
29
Northwest Quadrant Wealth Management
Oregon
$38.4M +$522K +10,305 +1%
MAM
30
Madison Asset Management
Wisconsin
$38.2M -$25.1M -495,553 -40%
Stifel Financial
31
Stifel Financial
Missouri
$34.4M +$7.51M +148,250 +28%
NRI
32
NFP Retirement Inc
California
$30.5M -$35.9K -708 -0.1%
Jane Street
33
Jane Street
New York
$29.5M +$25.3M +499,443 +603%
MML Investors Services
34
MML Investors Services
Massachusetts
$29.4M +$5.95M +117,534 +25%
OIA
35
OneDigital Investment Advisors
Kansas
$28M +$15.7M +310,689 +129%
SI
36
Stash Investments
New York
$27.1M +$2.35M +46,343 +9%
FWI
37
Facet Wealth Inc
Maryland
$26.3M +$330K +6,511 +1%
HighTower Advisors
38
HighTower Advisors
Illinois
$26M -$1.56M -30,837 -6%
SL
39
Summitry LLC
California
$24.2M +$473K +9,343 +2%
IFS
40
Ifrah Financial Services
Arkansas
$23.7M +$449K +8,866 +2%
MWM
41
Moulton Wealth Management
Washington
$23.5M +$742K +14,694 +3%
DWA
42
Divergent Wealth Advisors
Utah
$22.2M -$58K -1,145 -0.3%
BFG
43
Beacon Financial Group
Texas
$22.1M +$95.1K +1,878 +0.4%
OAS
44
Optivise Advisory Services
Tennessee
$22M +$22M +433,405 New
KWAG
45
Kiely Wealth Advisory Group
North Carolina
$21.7M -$192K -3,798 -0.9%
GWA
46
GGM Wealth Advisors
Maryland
$21.4M +$150K +2,964 +0.7%
LWANC
47
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.2M +$1.91M +37,726 +10%
CC
48
Cypress Capital
Tennessee
$20.3M +$12.6M +247,885 +162%
UCFA
49
United Capital Financial Advisors
Texas
$18.6M +$9.6M +189,488 +107%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$18.4M -$2.53M -49,894 -12%