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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 %
CCA
251
Clearwater Capital Advisors
Illinois
$1.71M -$157K -3,106 -8%
GWANC
252
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7M +$1.7M +33,482 New
GTAM
253
Global Trust Asset Management
Florida
$1.7M -$30.2K -600 -2%
KP
254
Keel Point
Alabama
$1.69M -$12.7M -252,364 -88%
FWA
255
FOCUS Wealth Advisors
Texas
$1.69M -$22.3K -443 -1%
MFG
256
Monumental Financial Group
Maryland
$1.65M +$246K +4,882 +18%
SS
257
Simplicity Solutions
Minnesota
$1.64M +$1.64M +32,620 New
BFG
258
Bleakley Financial Group
New Jersey
$1.64M +$1.64M +32,620 New
SF
259
Synovus Financial
Georgia
$1.58M -$506K -10,043 -24%
DWM
260
Dakota Wealth Management
Florida
$1.56M -$98K -1,944 -6%
KWM
261
Kingsview Wealth Management
Oregon
$1.55M -$733K -14,541 -32%
PIM
262
Penobscot Investment Management
Massachusetts
$1.55M -$10.1K -200 -0.6%
DADC
263
D.A. Davidson & Co
Montana
$1.55M +$250K +4,960 +19%
SCA
264
STALEY CAPITAL ADVISERS
Pennsylvania
$1.54M
HWM
265
HB Wealth Management
Georgia
$1.53M -$14.5K -287 -0.9%
ACA
266
Anchor Capital Advisors
Massachusetts
$1.53M -$133K -2,636 -8%
MNBTD
267
Moody National Bank Trust Division
Texas
$1.51M
Bank of New York Mellon
268
Bank of New York Mellon
New York
$1.51M -$4.71M -93,485 -76%
DFA
269
DHK Financial Advisors
New Hampshire
$1.44M +$12.1K +240 +0.8%
BPC
270
Banque Pictet & Cie
Switzerland
$1.41M +$1.41M +28,000 New
WAS
271
Wealth Advisory Solutions
Indiana
$1.37M -$24.5K -486 -2%
OPS
272
Orion Portfolio Solutions
Nebraska
$1.37M +$154K +3,049 +13%
BCI
273
Brinker Capital Investments
Pennsylvania
$1.37M +$1.14M +22,617 +493%
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$1.36M
JPLA
275
Joseph P. Lucia & Associates
New York
$1.35M -$1.1M -21,791 -45%