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iShares Floating Rate Bond ETF

601 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-23
Holders Change %
-3.69%
% of All Funds
8.71%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.51%
New
53
Increased
227
Reduced
234
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
226
One Capital Management
California
$1.87M -$144K -2,828 -7%
NP
227
Nilsine Partners
Colorado
$1.86M -$710K -13,912 -28%
FFA
228
Farther Finance Advisors
California
$1.85M -$212K -4,162 -10%
EP
229
Edgestream Partners
New Jersey
$1.82M +$204K +3,986 +13%
BMCM
230
Bryn Mawr Capital Management
Pennsylvania
$1.8M -$6.2M -12,951 -78%
DG
231
DMC Group
Alabama
$1.8M +$61K +1,195 +4%
AWA
232
Arete Wealth Advisors
Illinois
$1.79M +$388K +7,590 +28%
PWM
233
Perigon Wealth Management
California
$1.79M +$758K +14,842 +74%
CFP
234
Cascade Financial Partners
California
$1.78M +$1.78M +34,974 New
OFS
235
OneAscent Financial Services
Alabama
$1.73M +$8.42K +165 +0.5%
GKWIM
236
Gerber Kawasaki Wealth & Investment Management
California
$1.7M +$29.6K +580 +2%
DIA
237
Davidson Investment Advisors
Montana
$1.7M -$103K -2,013 -6%
DCM
238
Donaldson Capital Management
Indiana
$1.7M +$3.06K +60 +0.2%
AI
239
AXS Investments
New York
$1.68M -$357K -7,000 -18%
CF
240
Clarity Financial
Texas
$1.68M +$296K +5,790 +21%
MNBTD
241
Moody National Bank Trust Division
Texas
$1.68M
KC
242
Kades & Cheifetz
Pennsylvania
$1.67M +$6.64K +130 +0.4%
PI
243
PFG Investments
New York
$1.66M +$217K +4,247 +15%
FHA
244
Flagship Harbor Advisors
Massachusetts
$1.64M -$605K -11,849 -27%
GAA
245
Global Assets Advisory
Florida
$1.64M +$1.64M +83,091 New
USB
246
Union Savings Bank
Connecticut
$1.6M -$15.5K -303 -1%
CAG
247
Csenge Advisory Group
Florida
$1.57M +$115K +2,252 +8%
NAM
248
NTV Asset Management
West Virginia
$1.57M +$713K +13,967 +83%
FT
249
Fiduciary Trust
Massachusetts
$1.55M +$501K +9,814 +48%
DFA
250
DHK Financial Advisors
New Hampshire
$1.54M +$15.1K +296 +1%