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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 %
PAG
51
Private Advisor Group
New Jersey
$17.6M -$15.3M -302,175 -47%
OC
52
Oppenheimer & Co
New York
$17.5M -$3.63M -71,616 -17%
RCS
53
Retirement Capital Strategies
California
$16.9M +$16.9M +334,457 New
EH
54
Equitable Holdings
New York
$16.6M +$402K +7,929 +2%
Goldman Sachs
55
Goldman Sachs
New York
$16.3M -$9.09M -179,468 -36%
BlackRock
56
BlackRock
New York
$16M -$456K -9,003 -3%
RJA
57
Raymond James & Associates
Florida
$15.6M +$491K +9,691 +3%
Betterment LLC
58
Betterment LLC
New York
$15.3M +$10.9M +215,245 +247%
WMG
59
WESCAP Management Group
California
$14.3M +$397K +7,828 +3%
BCI
60
Brinker Capital Investments
Pennsylvania
$14.2M +$1.2M +23,738 +9%
OPS
61
Orion Portfolio Solutions
Nebraska
$14.2M +$1.2M +23,738 +9%
FFS
62
Founders Financial Securities
Maryland
$14.2M -$366K -7,216 -3%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$14.1M +$2.23M +43,967 +19%
WWM
64
WJ Wealth Management
Arizona
$13.5M -$953K -18,806 -7%
SMAM
65
Sugar Maple Asset Management
Wisconsin
$13.3M +$736K +14,532 +6%
AWS
66
Atria Wealth Solutions
New York
$13.2M -$5.01M -98,972 -27%
LWAM
67
Legacy Wealth Asset Management
Minnesota
$12.8M +$2.09M +41,174 +19%
SLFPAM
68
St. Louis Financial Planners Asset Management
Missouri
$12.6M +$1.77M +35,151 +16%
WCG
69
Weaver Consulting Group
California
$12.2M -$846K -16,693 -7%
IWS
70
Insight Wealth Strategies
California
$11.5M +$11.5M +227,083 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$466K +9,194 +4%
ATI
72
ARK & TLK Investments
Oklahoma
$11.3M +$4.68M +92,477 +71%
GRP
73
Global Retirement Partners
California
$10.5M +$5.84M +115,374 +125%
AWM
74
AE Wealth Management
Kansas
$10.1M +$1.89M +37,377 +23%
MA
75
Mutual Advisors
Nebraska
$9.88M +$7.51M +148,360 +318%