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iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VF
201
VitalStone Financial
Texas
$1.11M -$90.5K -1,788 -8%
CG
202
CFO4Life Group
Texas
$1.06M +$137K +2,705 +15%
IWC
203
Integrated Wealth Concepts
Massachusetts
$1.06M -$182K -3,592 -15%
Pathstone Holdings
204
Pathstone Holdings
New Jersey
$1.02M -$83.3K -1,647 -8%
T
205
TNF
Montana
$1.01M -$64.7K -1,279 -6%
SSWM
206
Sheets Smith Wealth Management
North Carolina
$984K -$27.3K -540 -3%
RA
207
RFG Advisory
Alabama
$976K -$1.51M -29,849 -61%
AWM
208
AllSquare Wealth Management
New York
$973K
GF
209
Gries Financial
Ohio
$970K -$1.93M -38,163 -67%
SWP
210
Strategic Wealth Partners
Ohio
$945K +$208K +4,108 +28%
MCA
211
Magnolia Capital Advisors
Mississippi
$945K +$945K +18,666 New
IDA
212
Intelligence Driven Advisers
California
$930K -$422K -8,333 -31%
VWM
213
Vigilare Wealth Management
Arizona
$922K +$119K +2,344 +15%
TI
214
TrueMark Investments
Illinois
$916K -$414K -8,189 -31%
CC
215
Copperleaf Capital
North Carolina
$899K +$405 +8 +0%
BWM
216
Brophy Wealth Management
New Hampshire
$895K +$895K +17,681 New
MWA
217
MN Wealth Advisors
Kansas
$891K -$861K -17,014 -49%
SPIA
218
Steward Partners Investment Advisory
New York
$876K +$171K +3,386 +24%
Truist Financial
219
Truist Financial
North Carolina
$875K -$787K -15,555 -47%
JWCA
220
J.W. Cole Advisors
Florida
$871K -$114K -2,262 -12%
Prudential Financial
221
Prudential Financial
New Jersey
$854K -$301K -5,940 -26%
KFGK
222
Keystone Financial Group (Kentucky)
Kentucky
$840K +$840K +16,603 New
DAS
223
Diversify Advisory Services
Utah
$818K -$284K -5,608 -26%
BEC
224
Blue Edge Capital
Virginia
$815K +$9.77K +193 +1%
SSWM
225
Strait & Sound Wealth Management
California
$799K +$520K +10,269 +186%