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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 %
CWMGP
101
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.97M +$5.97M +117,786 New
MWM
102
Meridian Wealth Management
Kentucky
$5.84M +$5.84M +115,238 New
TF
103
Trek Financial
Arizona
$5.74M +$106K +2,095 +2%
CW
104
CreativeOne Wealth
Kansas
$5.71M +$1.23M +24,324 +28%
RSWA
105
Robinson Smith Wealth Advisors
Maine
$5.66M +$313K +6,169 +6%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.52M +$316K +6,232 +6%
PDL
107
Portfolio Design Labs
California
$5.48M +$423K +8,358 +8%
SA
108
Sanctuary Advisors
Indiana
$5.4M +$5.4M +106,540 New
MBT
109
Montecito Bank & Trust
California
$5.31M +$358K +7,069 +7%
GS
110
GTS Securities
New York
$5.24M +$2.36M +46,657 +82%
SWP
111
Stratos Wealth Partners
Ohio
$5.21M +$75.4K +1,489 +1%
DI
112
Disciplined Investments
Oklahoma
$5.19M +$407K +8,038 +9%
SIA
113
Sovereign Investment Advisors
Arizona
$5.12M -$46.9K -929 -0.9%
AWA
114
Aquire Wealth Advisors
Utah
$5.02M +$366K +7,233 +8%
AF
115
Allworth Financial
California
$4.88M -$871K -17,221 -15%
SW
116
SVB Wealth
Massachusetts
$4.85M +$616K +12,159 +15%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$4.75M -$1.26M -24,835 -21%
DAS
118
Dynamic Advisor Solutions
Arizona
$4.6M -$8.66K -171 -0.2%
WA
119
WESPAC Advisors
California
$4.53M +$252K +4,973 +6%
CCA
120
Cravens & Co Advisors
Tennessee
$4.52M +$3.88M +76,583 +606%
AAS
121
Avantax Advisory Services
Texas
$4.5M +$182K +3,593 +4%
MA
122
MKT Advisors
California
$4.45M -$829K -16,415 -16%
CPCM
123
Cardinal Point Capital Management
Ontario, Canada
$4.41M +$1.97M +38,960 +81%
FFA
124
Farther Finance Advisors
California
$4.39M -$526K -10,424 -11%
KIM
125
Karpus Investment Management
New York
$4.36M +$1.22M +24,150 +39%