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iShares Treasury Floating Rate Bond ETF

248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 29 closing their positions.

Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.97%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.72%
New
55
Increased
130
Reduced
46
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$432M 8,548,733 -1,725,739 -17%
LPL Financial
2
LPL Financial
California
$262M 5,170,383 +181,633 +4%
Morgan Stanley
3
Morgan Stanley
New York
$217M 4,284,336 +990,697 +30%
UBS Group
4
UBS Group
Switzerland
$180M 3,555,661 +741,754 +26%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$171M 3,386,959 +1,079,750 +47%
SFI
6
SPC Financial Inc
Maryland
$131M 2,599,216 +2,459,518 +1,761%
MAM
7
Madison Asset Management
Wisconsin
$109M 2,146,804 +304,999 +17%
SFG
8
Steward Financial Group
Texas
$106M 2,100,124 +1,559,256 +288%
Osaic Holdings
9
Osaic Holdings
Arizona
$99.7M 1,970,709 +878,375 +80%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$92.5M 1,829,173 +53,205 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$87.8M 1,734,678 +780,383 +82%
BW
12
BIP Wealth
Georgia
$77.7M 1,536,685 +1,536,685 New
MCM
13
MV Capital Management
Maryland
$73.7M 1,456,884 -419,336 -22%
KWILP
14
Kiwi Wealth Investments Limited Partnership
New Zealand
$70M 1,383,030 +1,383,030 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$68.8M 1,359,408 +277,557 +26%
RJA
16
Raymond James & Associates
Florida
$63.1M 1,246,731 +109,062 +10%
Truist Financial
17
Truist Financial
North Carolina
$60M 1,186,305 +45,071 +4%
WA
18
WestEnd Advisors
North Carolina
-1,033,853 Closed
AssetMark Inc
19
AssetMark Inc
California
$53.4M 1,055,844 +1,055,844 New
AWMS
20
Advocacy Wealth Management Services
Georgia
$52.8M 1,043,633 +101,310 +11%
Goldman Sachs
21
Goldman Sachs
New York
$52.6M 1,038,861 +146,073 +16%
WANY
22
Wealthspire Advisors (New York)
New York
$52.2M 1,032,798 +570,304 +123%
AWM
23
AE Wealth Management
Kansas
$41M 809,722 -88,978 -10%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$40.3M 796,412 +795,234 +67,507%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$39.8M 786,931 +490,154 +165%