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iShares Treasury Floating Rate Bond ETF

172 hedge funds and large institutions have $2.72B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
172
Holders Change
+60
Holders Change %
+53.57%
% of All Funds
2.97%
Holding in Top 10
27
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+107.69%
% of All Funds
0.47%
New
72
Increased
63
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$358M 7,091,790 +5,307,860 +298%
LPL Financial
2
LPL Financial
California
$212M 4,204,398 +920,554 +28%
SFI
3
SPC Financial Inc
Maryland
$175M 3,464,018 -73,860 -2%
Morgan Stanley
4
Morgan Stanley
New York
$131M 2,595,068 +1,713,034 +194%
UBS Group
5
UBS Group
Switzerland
$111M 2,206,835 +848,959 +63%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$109M 2,149,543 +1,648,109 +329%
Osaic Holdings
7
Osaic Holdings
Arizona
$106M 2,107,983 +812,788 +63%
AWM
8
AE Wealth Management
Kansas
$104M 2,057,007 +422,827 +26%
MCM
9
MV Capital Management
Maryland
$95.9M 1,898,149 +1,265,721 +200%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$89.7M 1,777,049 +1,777,049 New
MAM
11
Madison Asset Management
Wisconsin
$68.4M 1,354,570 +1,349,895 +28,875%
BPWM
12
Badgley Phelps Wealth Managers
Washington
$65.8M 1,303,907 +55,359 +4%
Truist Financial
13
Truist Financial
North Carolina
$58.7M 1,161,390 +1,161,390 New
Goldman Sachs
14
Goldman Sachs
New York
$55.3M 1,095,702 -25,625 -2%
RJA
15
Raymond James & Associates
Florida
$55.3M 1,095,435 +878,794 +406%
WA
16
WestEnd Advisors
North Carolina
$54.7M 1,082,779 +1,082,779 New
II
17
Inspire Investing
Idaho
$47.9M 948,258 +948,258 New
AWS
18
AJ Wealth Strategies
New York
$44.1M 872,583 +872,583 New
AWMS
19
Advocacy Wealth Management Services
Georgia
$43.4M 860,225 +32,456 +4%
BCMLT
20
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.1M 854,576 +854,576 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$40.8M 807,528 +229,923 +40%
CF
22
Clarity Financial
Texas
$38.6M 764,744 -303,581 -28%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$37.5M 743,526 +238,720 +47%
SI
24
Stephens Inc
Arkansas
$32.4M 642,271 +625,191 +3,660%
W
25
Wealthquest
Ohio
$30.5M 603,291 +603,291 New