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iShares Floating Rate Bond ETF

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RC
226
Roundview Capital
New Jersey
$1.93M -$65.2K -1,277 -3%
RFN
227
RDA Financial Network
Iowa
$1.92M -$985K -19,275 -34%
IWC
228
Integrated Wealth Concepts
Massachusetts
$1.92M -$21.3M -417,820 -92%
WI
229
WrapManager Inc
California
$1.92M -$61K -1,193 -3%
CI
230
CPR Investments
Michigan
$1.91M +$544K +10,654 +40%
FWA
231
FOCUS Wealth Advisors
Texas
$1.9M +$21.4K +418 +1%
DLCIG
232
D.L. Carlson Investment Group
New Hampshire
$1.86M +$336K +6,570 +22%
OCM
233
One Capital Management
California
$1.85M -$16.2K -318 -0.9%
PAS
234
Park Avenue Securities
New York
$1.74M +$204K +3,986 +13%
KWM
235
Kingsview Wealth Management
Oregon
$1.73M -$2.34M -45,790 -57%
KC
236
Kades & Cheifetz
Pennsylvania
$1.69M +$21.9K +428 +1%
CF
237
Clarity Financial
Texas
$1.68M
MNBTD
238
Moody National Bank Trust Division
Texas
$1.68M
DG
239
DMC Group
Alabama
$1.67M -$123K -2,403 -7%
DIA
240
Davidson Investment Advisors
Montana
$1.67M -$32.3K -633 -2%
BRWA
241
B. Riley Wealth Advisors
Florida
$1.65M -$4.61M -90,300 -74%
CAG
242
Csenge Advisory Group
Florida
$1.62M +$48.7K +953 +3%
OPWM
243
Oxinas Partners Wealth Management
Indiana
$1.61M -$691K -13,530 -30%
William Blair & Company
244
William Blair & Company
Illinois
$1.6M +$141K +2,765 +10%
PI
245
PFG Investments
New York
$1.59M -$70.7K -1,383 -4%
OFS
246
OneAscent Financial Services
Alabama
$1.59M -$137K -2,675 -8%
USB
247
Union Savings Bank
Connecticut
$1.57M -$25.7K -503 -2%
DFA
248
DHK Financial Advisors
New Hampshire
$1.57M +$23.2K +455 +2%
GF
249
Gries Financial
Ohio
$1.56M +$798K +15,610 +104%
FT
250
Fiduciary Trust
Massachusetts
$1.55M