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iShares Treasury Floating Rate Bond ETF

112 hedge funds and large institutions have $1.32B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+42
Holders Change %
+60%
% of All Funds
1.89%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.22%
New
49
Increased
41
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFI
1
SPC Financial Inc
Maryland
$178M +$178M +3,537,878 New
LPL Financial
2
LPL Financial
California
$166M +$34.1M +677,190 +26%
Bank of America
3
Bank of America
North Carolina
$89.9M +$68.9M +1,366,962 +328%
AWM
4
AE Wealth Management
Kansas
$82.4M +$75.6M +1,500,345 +1,121%
UBS Group
5
UBS Group
Switzerland
$68.4M +$39.2M +778,485 +134%
Osaic Holdings
6
Osaic Holdings
Arizona
$65.3M +$61.5M +1,219,656 +1,615%
BPWM
7
Badgley Phelps Wealth Managers
Washington
$62.9M +$62.9M +1,248,548 New
Goldman Sachs
8
Goldman Sachs
New York
$56.5M +$56.5M +1,121,327 New
CF
9
Clarity Financial
Texas
$53.8M +$2.58M +51,251 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$47.1M +$8.44M +167,403 +22%
Morgan Stanley
11
Morgan Stanley
New York
$44.5M +$33.7M +669,458 +315%
AWMS
12
Advocacy Wealth Management Services
Georgia
$41.7M +$40.5M +804,295 +3,426%
MCM
13
MV Capital Management
Maryland
$31.9M +$30.6M +606,890 +2,376%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$29.1M +$8.6M +170,539 +42%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$25.4M +$22.9M +454,787 +909%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$25.3M +$19.2M +380,134 +313%
Renaissance Technologies
17
Renaissance Technologies
New York
$21.5M +$21.5M +427,200 New
NQWM
18
Northwest Quadrant Wealth Management
Oregon
$20.9M -$509K -10,106 -2%
IFS
19
Ifrah Financial Services
Arkansas
$17.4M +$10M +198,504 +135%
TM
20
Titan Managers
Arizona
$15M +$15M +297,419 New
LWANC
21
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.7M +$661K +13,109 +6%
RJA
22
Raymond James & Associates
Florida
$10.9M +$3.38M +67,065 +45%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.92M +$259K +5,135 +3%
EWM
24
Elmwood Wealth Management
California
$9.15M +$3.21M +63,605 +54%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.93M +$7.46M +148,083 +508%