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iShares Treasury Floating Rate Bond ETF

248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.97%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.72%
New
55
Increased
130
Reduced
46
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
201
PBMares Wealth Management
Virginia
$424K -$19K -375 -4%
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$423K +$423K +8,354 New
TI
203
Truepoint Inc
Ohio
$395K
IF
204
Insight Folios
North Carolina
$387K -$36.3K -717 -9%
FHA
205
Flagship Harbor Advisors
Massachusetts
$378K -$78.4K -1,550 -17%
NW
206
NewEdge Wealth
Pennsylvania
$376K +$376K +7,435 New
LWM
207
Liberty Wealth Management
California
$362K +$362K +7,152 New
LCGC
208
Legacy Capital Group California
California
$360K +$360K +7,124 New
VA
209
Valmark Advisers
Ohio
$339K
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$336K
DWMG
211
DB Wealth Management Group
California
$327K +$56.4K +1,114 +21%
EWA
212
EP Wealth Advisors
California
$287K +$287K +8,427 New
ACP
213
Aveo Capital Partners
Colorado
$283K +$283K +5,587 New
BWP
214
BSW Wealth Partners
Colorado
$271K +$708 +14 +0.3%
AA
215
Aire Advisors
California
$255K +$1.82K +36 +0.7%
CCA
216
Checchi Capital Advisers
California
$248K +$248K +4,910 New
ETC
217
Exchange Traded Concepts
Oklahoma
$241K +$15.1K +299 +7%
AA
218
Advisory Alpha
Michigan
$212K
SPC
219
Sigma Planning Corp
Michigan
$209K -$424K -8,382 -67%
ARC
220
Advisor Resource Council
Texas
$208K +$658 +13 +0.3%
AWM
221
Affinity Wealth Management
Delaware
$201K -$18M -355,242 -99%
IRC
222
Investors Research Corp
Georgia
$190K +$19.9K +394 +12%
SWM
223
Spire Wealth Management
Virginia
$179K +$43.6K +862 +32%
PCM
224
Penserra Capital Management
California
$149K -$3.02K -60 -2%
TWC
225
TD Waterhouse Canada
Ontario, Canada
$113K -$2.28M -40,602 -95%