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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 %
SFC
151
Strategic Financial Concepts
Texas
$2.63M +$2.3M +554,335 +688%
FRA
152
FFG Retirement Advisors
Colorado
$2.5M -$2.85M -56,283 -53%
RA
153
RFG Advisory
Alabama
$2.49M -$1.63M -32,094 -40%
FFWA
154
Forthright Family Wealth Advisory
Texas
$2.43M -$271K -5,355 -10%
IP
155
Ignite Planners
California
$2.38M +$476K +9,422 +25%
SMC
156
Smith, Moore & Co
Missouri
$2.35M +$529K +10,452 +29%
CFGS
157
Concourse Financial Group Securities
Alabama
$2.35M -$231K -4,560 -9%
OP
158
ORG Partners
Indiana
$2.31M +$2.31M +45,805 New
AWA
159
Arkadios Wealth Advisors
Georgia
$2.29M +$1.05M +20,665 +85%
Comerica Bank
160
Comerica Bank
Texas
$2.26M +$476K +9,388 +27%
AWM
161
Able Wealth Management
New Jersey
$2.26M +$1.29M +25,386 +132%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$2.24M -$128K -2,532 -5%
HWA
163
HCR Wealth Advisors
California
$2.24M +$456K +9,000 +26%
HF
164
HRT Financial
New York
$2.18M +$2.18M +43,077 New
ASN
165
Advisory Services Network
Georgia
$2.1M +$347K +6,854 +20%
YWM
166
Yoder Wealth Management
California
$2.09M +$242K +4,775 +13%
SAI
167
Savvy Advisors Inc
New York
$2.06M +$63.3K +1,250 +3%
DWM
168
Destination Wealth Management
California
$2.05M +$11.6K +228 +0.6%
Millennium Management
169
Millennium Management
New York
$2.04M -$491K -9,697 -19%
TSS
170
Two Sigma Securities
New York
$2.03M +$711K +14,032 +54%
AAS
171
Ameritas Advisory Services
Nebraska
$1.9M -$1.24M -24,407 -39%
HH
172
Hilltop Holdings
Texas
$1.9M -$481K -9,488 -20%
SI
173
Stephens Inc
Arkansas
$1.89M -$558K -11,010 -23%
MG
174
Mather Group
Illinois
$1.88M -$560K -11,042 -23%
HTC
175
Haverford Trust Company
Pennsylvania
$1.85M -$10.7M -211,773 -85%