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iShares Floating Rate Bond ETF

520 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 189 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-27
Holders Change %
-4.94%
% of All Funds
11.31%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
1.09%
New
41
Increased
189
Reduced
225
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
276
Advantage Investment Management
Iowa
$907K +$173K +3,397 +24%
EDRIA
277
Edmonds Duncan Registered Investment Advisors
Kansas
$906K +$26.1K +513 +3%
BWCS
278
Beirne Wealth Consulting Services
Connecticut
$905K +$451K +8,846 +99%
CA
279
Calton & Associates
Florida
$899K -$161K -3,168 -15%
TF
280
Trek Financial
Arizona
$891K +$891K +17,499 New
CAM
281
Concorde Asset Management
Michigan
$886K +$123K +2,420 +16%
1WA
282
180 Wealth Advisors
Washington
$879K +$215K +4,221 +32%
CWM
283
Cabot Wealth Management
Massachusetts
$866K -$207K -4,058 -19%
MLIC
284
Mandatum Life Insurance Company
Finland
$865K
RA
285
RFG Advisory
Alabama
$861K -$78.4K -1,535 -8%
AWM
286
Altavista Wealth Management
North Carolina
$855K -$122K -2,395 -12%
HFA
287
High Falls Advisors
New York
$854K -$23.7K -466 -3%
EB
288
Eastern Bank
Massachusetts
$845K -$458K -9,003 -35%
CAN
289
Claraphi Advisory Network
United States
$835K +$26.7K +525 +3%
AWA
290
Acorn Wealth Advisors
Michigan
$826K -$6.15M -120,946 -88%
LPT
291
Legacy Private Trust
Wisconsin
$811K -$609K -11,957 -43%
RCAG
292
Rehmann Capital Advisory Group
Michigan
$804K +$38.8K +761 +5%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$801K +$156K +3,067 +24%
ECM
294
Evergreen Capital Management
Washington
$797K -$375K -7,360 -32%
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$795K
DG
296
Delek Group
Israel
$770K -$720K -14,471 -48%
FPCP
297
Fort Point Capital Partners
California
$762K -$97.1K -1,906 -11%
ACG
298
Allen Capital Group
Nebraska
$735K -$1.89K -37 -0.3%
NFG
299
Nations Financial Group
Iowa
$724K +$51.2K +1,005 +8%
EWM
300
Elmwood Wealth Management
California
$712K -$70.3K -1,380 -9%