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iShares Treasury Floating Rate Bond ETF

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
Net Calls
+$707K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$6.88M -$29.3K -581 -0.4%
TF
127
Trek Financial
Arizona
$6.71M -$102K -2,023 -1%
BPA
128
Beacon Pointe Advisors
California
$6.7M -$61.6K -1,220 -0.9%
T
129
TNF
Montana
$6.58M +$296K +5,840 +5%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$6.53M +$6.53M +129,381 New
IWC
131
Integrated Wealth Concepts
Massachusetts
$6.48M +$1.99M +39,407 +44%
FFA
132
Farther Finance Advisors
California
$6.44M +$1.65M +32,607 +34%
ATI
133
ARK & TLK Investments
Oklahoma
$6.35M +$6.35M +125,818 New
WF
134
Williams Financial
Vermont
$6.2M -$183K -3,632 -3%
MCA
135
Magnolia Capital Advisors
Mississippi
$6.14M -$10.3M -203,363 -63%
SB
136
Strategic Blueprint
Georgia
$6.13M +$3.07M +60,893 +100%
RIA
137
Regal Investment Advisors
Michigan
$6.09M +$71.5K +1,416 +1%
VHAM
138
Van Hulzen Asset Management
California
$5.99M -$908 -18 -0%
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$5.98M +$1.72M +34,054 +40%
KAS
140
Kestra Advisory Services
Texas
$5.97M +$1.25M +24,718 +26%
IPW
141
IronBridge Private Wealth
Texas
$5.96M -$4.84M -95,909 -45%
OAP
142
One Advisory Partners
Kansas
$5.93M -$102K -2,030 -2%
BRWA
143
B. Riley Wealth Advisors
Florida
$5.76M -$1.52M -30,075 -21%
Millennium Management
144
Millennium Management
New York
$5.71M +$4.53M +89,752 +383%
SXL
145
Summit X LLC
Missouri
$5.68M +$558K +11,060 +11%
RSWA
146
Robinson Smith Wealth Advisors
Maine
$5.63M +$5.63M +111,640 New
AWA
147
Aquire Wealth Advisors
Utah
$5.62M -$185K -3,669 -3%
PP
148
PFS Partners
New Jersey
$5.61M +$1.73M +34,227 +44%
KFSC
149
Keystone Financial Services (Colorado)
Colorado
$5.54M -$384K -7,616 -6%
MA
150
Mutual Advisors
Nebraska
$5.48M +$983K +19,476 +22%