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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 %
AI
76
Atria Investments
North Carolina
$9.67M +$56.6K +1,117 +0.6%
SFI
77
SPC Financial Inc
Maryland
$9.36M -$14.3M -283,043 -61%
EW
78
Element Wealth
Mississippi
$9.31M -$197K -3,879 -2%
HA
79
Hamel Associates
New Jersey
$9.31M -$3.98M -78,600 -30%
PWM
80
Perigon Wealth Management
California
$9.11M +$396K +7,811 +5%
CRWM
81
Castle Rock Wealth Management
California
$9.03M +$77.6K +1,538 +0.9%
VPP
82
Vertex Planning Partners
Illinois
$8.09M -$506K -9,990 -6%
NA
83
NewEdge Advisors
Louisiana
$8.04M -$5.43M -107,262 -40%
SOS
84
Silver Oak Securities
Tennessee
$7.6M -$1.86M -36,626 -20%
LCM
85
Lunt Capital Management
Utah
$7.52M -$917K -18,107 -11%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$7.51M -$1.94M -38,324 -21%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$7.51M -$1.29M -25,454 -15%
PCP
88
Proficio Capital Partners
Massachusetts
$7.5M -$795K -15,685 -10%
CWA
89
Capital Wealth Alliance
Arizona
$7.42M -$711K -14,030 -9%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$7.41M +$7.41M +146,205 New
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$7.33M +$7.33M +145,540 New
VBFG
92
Vishria Bird Financial Group
Tennessee
$7.27M -$54.6K -1,077 -0.7%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$7.08M +$1.22M +24,081 +21%
WWS
94
Wellington Wealth Strategies
Indiana
$7.02M +$4M +78,899 +132%
BPA
95
Beacon Pointe Advisors
California
$6.68M -$40.2K -793 -0.6%
HCA
96
Heck Capital Advisors
Wisconsin
$6.62M +$258K +5,087 +4%
EWM
97
Elmwood Wealth Management
California
$6.57M -$146K -2,881 -2%
Creative Planning
98
Creative Planning
Kansas
$6.43M -$273K -5,387 -4%
Cerity Partners
99
Cerity Partners
New York
$6.18M +$2.16M +42,643 +54%
VHAM
100
Van Hulzen Asset Management
California
$6.13M +$110K +2,169 +2%