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iShares Treasury Floating Rate Bond ETF

274 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
4.32%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
47
Increased
111
Reduced
99
Closed
18
Calls
$709K
Puts
Net Calls
+$709K
Net Calls Change
+$709K
Name Market Value Shares Shares
Change
Shares
Change %
SAM
201
Secure Asset Management
Michigan
$581K 11,463 +840 +8%
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$579K 11,423 -13,384 -54%
GSWM
203
Greenup Street Wealth Management
Michigan
$550K 10,858 -712 -6%
MBT
204
Montecito Bank & Trust
California
$544K 10,734
IAN
205
Integrated Advisors Network
Texas
$536K 10,576 +267 +3%
JIC
206
JRM Investment Counsel
Nebraska
$533K 10,522 -30,269 -74%
BAM
207
BTS Asset Management
Massachusetts
$528K 10,415 -245 -2%
Vontobel Holding
208
Vontobel Holding
Switzerland
$526K 10,385 +440 +4%
GSC
209
G&S Capital
Colorado
$526K 10,383 -82,633 -89%
LWM
210
Liberty Wealth Management
California
$502K 9,903 +2,751 +38%
IWM
211
IHT Wealth Management
Illinois
$486K 9,590 +9,590 New
PFP
212
Pinnacle Financial Partners
Tennessee
$475K 9,365 +905 +11%
BWP
213
Balboa Wealth Partners
Arizona
$469K 9,250
PWM
214
PBMares Wealth Management
Virginia
$463K 9,145 +770 +9%
FLPIM
215
F.L. Putnam Investment Management
Massachusetts
$441K 8,700 +8,700 New
PA
216
PFG Advisors
Arizona
$431K 8,507 -449 -5%
WIC
217
Woodmont Investment Counsel
Tennessee
$414K 8,164 -665 -8%
TI
218
Truepoint Inc
Ohio
$395K 7,803
BIP
219
Blueprint Investment Partners
North Carolina
$392K 7,743 -38,310 -83%
IF
220
Insight Folios
North Carolina
$391K 7,723 +77 +1%
SWP
221
Stratos Wealth Partners
Ohio
$380K 7,491 +7,491 New
MAM
222
Milestone Asset Management
Pennsylvania
$377K 7,431 -7,033 -49%
FHA
223
Flagship Harbor Advisors
Massachusetts
$352K 6,945 -528 -7%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$342K 6,748 +97 +1%
VA
225
Valmark Advisers
Ohio
$339K 6,692