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iShares Floating Rate Bond ETF

458 hedge funds and large institutions have $3.18B invested in iShares Floating Rate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 204 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
9.27%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.51%
New
38
Increased
153
Reduced
204
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
251
First Horizon Corporation
Tennessee
$799K +$799K +15,764 New
GRP
252
Global Retirement Partners
California
$792K -$7.81K -154 -1%
PIMG
253
Patriot Investment Management Group
Tennessee
$790K +$1.77K +35 +0.2%
IWC
254
Integrated Wealth Concepts
Massachusetts
$790K +$165K +3,248 +26%
CAM
255
Concorde Asset Management
Michigan
$785K -$107K -2,113 -12%
MA
256
Mutual Advisors
Nebraska
$751K -$131K -2,586 -15%
TSS
257
Two Sigma Securities
New York
$748K +$748K +14,755 New
HCM
258
Hollencrest Capital Management
California
$738K +$100K +1,974 +16%
OFG
259
Omega Financial Group
California
$728K
VCA
260
Verdence Capital Advisors
Maryland
$712K -$127K -2,505 -15%
RCA
261
Rowland Carmichael Advisors
Arizona
$710K -$97.2K -1,917 -12%
ECM
262
Evergreen Capital Management
Washington
$703K +$5.07K +100 +0.7%
VA
263
Valmark Advisers
Ohio
$696K +$102K +2,020 +17%
LFA
264
Lighthouse Financial Advisors
Maryland
$692K -$20.4K -403 -3%
SW
265
SVB Wealth
Massachusetts
$692K +$77.8K +1,533 +13%
CCM
266
Chilton Capital Management
Texas
$672K +$8.37K +165 +1%
MCG
267
MACRO Consulting Group
New Jersey
$670K -$7.47M -147,734 -92%
CIP
268
Capital Insight Partners
Arizona
$659K +$124K +2,450 +23%
EIP
269
Ellis Investment Partners
Pennsylvania
$658K -$3.85K -76 -0.6%
SWP
270
Summit Wealth Partners
Florida
$658K -$408K -8,036 -38%
IA
271
IFP Advisors
Florida
$654K -$264K -5,304 -29%
PA
272
Paracle Advisors
Washington
$649K
FIM
273
Freedom Investment Management
Connecticut
$645K +$132K +2,612 +26%
CSA
274
Cottage Street Advisors
Massachusetts
$640K +$355 +7 +0.1%
CCG
275
Ceeto Capital Group
Florida
$634K