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iShares Floating Rate Bond ETF

634 hedge funds and large institutions have $5.54B invested in iShares Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 183 increasing their positions, 289 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-45
Holders Change %
-6.63%
% of All Funds
10.15%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.72%
New
76
Increased
183
Reduced
289
Closed
103
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
226
Triumph Capital Management
Colorado
$2.09M +$2.09M +41,399 New
TAM
227
TCP Asset Management
Ohio
$2.08M +$375K +7,438 +22%
IWN
228
Independent Wealth Network
Iowa
$2.03M +$40.2K +798 +2%
WIC
229
Woodmont Investment Counsel
Tennessee
$2.01M -$1.22M -24,190 -38%
WAM
230
WNY Asset Management
New York
$2M -$5.7M -113,209 -74%
PCA
231
Providence Capital Advisors
North Carolina
$1.99M +$1.99M +39,542 New
TF
232
Theory Financial
Colorado
$1.99M -$4.08M -81,002 -67%
PG
233
Patten Group
Tennessee
$1.99M +$75.2K +1,493 +4%
AA
234
Alesco Advisors
New York
$1.98M -$47.9K -950 -2%
AI
235
Atria Investments
North Carolina
$1.94M -$4.83M -95,938 -71%
RFN
236
RDA Financial Network
Iowa
$1.93M +$1.93M +38,210 New
SI
237
Stephens Inc
Arkansas
$1.91M -$207K -4,108 -10%
EH
238
Equitable Holdings
New York
$1.89M -$172K -3,421 -8%
BAAM
239
Baker Avenue Asset Management
California
$1.89M -$17.4M -345,016 -90%
DG
240
DMC Group
Alabama
$1.88M +$369K +7,331 +24%
DAS
241
Dynamic Advisor Solutions
Arizona
$1.86M -$811K -16,098 -30%
CCM
242
Crabel Capital Management
California
$1.82M +$179K +3,557 +11%
PA
243
PFG Advisors
Arizona
$1.81M -$480K -9,526 -21%
LIM
244
Leavell Investment Management
Alabama
$1.8M -$134K -2,668 -7%
APP
245
Avantax Planning Partners
Iowa
$1.78M -$530K -10,510 -23%
AIC
246
Archer Investment Corporation
Indiana
$1.77M -$271K -5,374 -13%
ONB
247
Old National Bancorp
Indiana
$1.76M -$27.8K -552 -2%
KCM
248
Kanawha Capital Management
Virginia
$1.74M -$233K -4,625 -12%
KC
249
Kades & Cheifetz
Pennsylvania
$1.74M +$8.42K +167 +0.5%
MCC
250
Money Concepts Capital
Florida
$1.72M +$1.23M +125,782 +251%