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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 %
CCT
276
Capital City Trust
Florida
$614K +$5.69K +112 +0.9%
SAM
277
Summit Asset Management
Tennessee
$604K -$33.5K -661 -5%
RIA
278
Realta Investment Advisors
Delaware
$597K +$597K +11,778 New
AF
279
Allworth Financial
California
$594K +$305 +6 +0.1%
SRC
280
Sage Rhino Capital
California
$562K -$76.1K -1,500 -12%
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$561K +$193K +3,810 +53%
NB
282
Northwest Bancshares
Pennsylvania
$560K -$6.34K -125 -1%
FNC
283
First National Corp
Massachusetts
$552K
SWP
284
Stratos Wealth Partners
Ohio
$542K -$368K -7,261 -40%
WAM
285
Weatherly Asset Management
California
$539K
EVM
286
Eaton Vance Management
Massachusetts
$537K
LF
287
Lee Financial
Texas
$535K -$18.4K -363 -3%
CCM
288
Covington Capital Management
California
$535K
EWM
289
Edge Wealth Management
New York
$534K -$51.8K -1,022 -9%
RWA
290
Redhawk Wealth Advisors
Minnesota
$533K -$52.4K -1,032 -9%
SIM
291
SSI Investment Management
California
$533K -$11.2K -220 -2%
BRWA
292
B. Riley Wealth Advisors
Florida
$531K +$80.2K +1,581 +18%
ECA
293
Elevated Capital Advisors
Utah
$510K -$1.07K -21 -0.2%
PA
294
Parallel Advisors
California
$508K -$2.78M -54,853 -85%
OWA
295
Outlook Wealth Advisors
Texas
$508K -$27.6K -544 -5%
DWM
296
Dakota Wealth Management
Florida
$502K +$66.6K +1,314 +15%
WP
297
WealthShield Partners
North Carolina
$500K +$21.5K +424 +4%
GC
298
Grimes & Company
Massachusetts
$496K -$101 -2 -0%
AWM
299
Altavista Wealth Management
North Carolina
$488K +$24.4K +482 +5%
William Blair & Company
300
William Blair & Company
Illinois
$484K +$166K +3,281 +52%