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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 %
PA
276
Pinnacle Associates
New York
$1.34M -$959K -19,024 -42%
NP
277
Nilsine Partners
Colorado
$1.33M +$1.33M +26,312 New
CWP
278
Core Wealth Partners
California
$1.31M +$213K +4,236 +19%
FAIM
279
Financial Advocates Investment Management
Washington
$1.3M -$297K -5,887 -19%
NSG
280
Nalls Sherbakoff Group
Tennessee
$1.3M +$1.3M +25,844 New
CISOA
281
Capital Investment Services of America
Wisconsin
$1.29M
EDRH
282
Edmond de Rothschild Holding
Switzerland
$1.28M -$837K -16,619 -39%
VA
283
Valmark Advisers
Ohio
$1.26M -$16.9K -336 -1%
DI
284
Disciplined Investments
Oklahoma
$1.25M +$257K +5,106 +26%
IFO
285
Independent Family Office
New York
$1.25M -$2.51M -49,846 -67%
GWM
286
Geneos Wealth Management
Colorado
$1.23M -$299K -5,930 -20%
PCM
287
Parsons Capital Management
Rhode Island
$1.22M -$87.7K -1,740 -7%
BWM
288
Bulltick Wealth Management
Florida
$1.21M -$63.8K -1,267 -5%
CFGS
289
Concourse Financial Group Securities
Alabama
$1.2M -$4.01M -79,544 -77%
WT
290
Whittier Trust
California
$1.2M +$60.1K +1,193 +5%
CWS
291
Cypress Wealth Services
California
$1.19M -$2.32K -46 -0.2%
EGA
292
Eagle Global Advisors
Texas
$1.19M +$35.3K +700 +3%
CAG
293
Csenge Advisory Group
Florida
$1.17M +$383K +7,602 +49%
VWM
294
Venturi Wealth Management
Texas
$1.13M +$64.1K +1,273 +6%
PI
295
PFG Investments
New York
$1.12M +$1.12M +22,212 New
HIC
296
Hartline Investment Corp
Illinois
$1.11M -$652K -12,946 -37%
CCM
297
Coldstream Capital Management
Washington
$1.09M +$41K +814 +4%
MWP
298
MYCIO Wealth Partners
Pennsylvania
$1.08M
PWP
299
Private Wealth Partners
California
$1.06M -$25.2K -500 -2%
GKWIM
300
Gerber Kawasaki Wealth & Investment Management
California
$1.05M +$1.05M +20,935 New