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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 %
LTI
201
Laffer Tengler Investments
Tennessee
$1.25M -$99.2K -1,958 -7%
IWC
202
Integrated Wealth Concepts
Massachusetts
$1.24M +$190K +3,747 +18%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$1.24M -$751K -14,830 -38%
SEIA
204
Signature Estate & Investment Advisors
California
$1.24M -$136K -2,685 -10%
SP
205
Stonebrook Private
Michigan
$1.22M -$1.03M -20,259 -46%
IA
206
IFG Advisory
Georgia
$1.21M +$310K +6,125 +34%
VF
207
VitalStone Financial
Texas
$1.2M -$469K -9,265 -28%
AHC
208
Anderson Hoagland & Co
Missouri
$1.16M +$1.16M +22,985 New
Prudential Financial
209
Prudential Financial
New Jersey
$1.16M +$389K +7,683 +51%
KIM
210
Kestra Investment Management
Texas
$1.13M +$1.13M +22,341 New
CF
211
Clarity Financial
Texas
$1.13M -$95.8K -1,892 -8%
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$1.11M -$73.1K -1,443 -6%
DAS
213
Diversify Advisory Services
Utah
$1.1M -$1.08M -21,294 -49%
TWA
214
TCI Wealth Advisors
Arizona
$1.1M -$558K -11,021 -34%
T
215
TNF
Montana
$1.07M -$3.74M -73,952 -78%
PG
216
Prostatis Group
Maryland
$1.06M +$423K +8,345 +66%
SAM
217
Secure Asset Management
Michigan
$1.06M +$1.06M +20,842 New
PWMG
218
Pioneer Wealth Management Group
Texas
$1.05M +$1.05M +20,631 New
DWG
219
Darden Wealth Group
Michigan
$1.04M +$34.6K +682 +3%
SFG
220
Sovereign Financial Group
Connecticut
$1.04M +$81.6K +1,610 +9%
SSWM
221
Sheets Smith Wealth Management
North Carolina
$1.01M -$14.5K -286 -1%
JWCA
222
J.W. Cole Advisors
Florida
$987K -$23.2K -457 -2%
AWM
223
AllSquare Wealth Management
New York
$974K
SFS
224
Sowell Financial Services
Arkansas
$935K -$467K -9,212 -33%
CF
225
Centaurus Financial
California
$934K -$34.9K -689 -4%