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iShares Floating Rate Bond ETF

652 hedge funds and large institutions have $5.69B invested in iShares Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 237 increasing their positions, 220 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+51
Holders Change %
+8.49%
% of All Funds
8.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.52%
New
98
Increased
237
Reduced
220
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCIA
276
Jackson Creek Investment Advisors
Colorado
$1.29M +$89.8K +1,766 +7%
FHA
277
Flagship Harbor Advisors
Massachusetts
$1.29M -$121K -2,375 -9%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$1.28M
FA
279
Forefront Analytics
Pennsylvania
$1.27M +$654K +12,845 +105%
Allianz Asset Management
280
Allianz Asset Management
Germany
$1.27M
1NWS
281
1 North Wealth Services
Maryland
$1.27M +$1.27M +24,935 New
CIAS
282
Capital Investment Advisory Services
North Carolina
$1.27M -$37.3K -733 -3%
AA
283
Alesco Advisors
New York
$1.27M +$518K +10,175 +69%
HI
284
Harbour Investments
Wisconsin
$1.26M +$224K +4,393 +22%
SW
285
SlateStone Wealth
Florida
$1.25M +$122K +2,400 +11%
TAM
286
TCP Asset Management
Ohio
$1.24M -$16.4M -322,261 -93%
SC
287
Syon Capital
California
$1.23M +$68.2K +1,340 +6%
WMR
288
Wealth Management Resources
Rhode Island
$1.22M +$1.22M +23,975 New
TWM
289
TriaGen Wealth Management
California
$1.22M +$86.9K +1,707 +8%
GF
290
Gries Financial
Ohio
$1.21M -$987K -19,398 -45%
KWM
291
KMT Wealth Management
California
$1.2M +$1.2M +23,590 New
SF
292
Synovus Financial
Georgia
$1.19M +$68.6K +1,348 +6%
AI
293
Atria Investments
North Carolina
$1.19M +$415K +8,149 +54%
WGC
294
Watts Gwilliam & Co
Arizona
$1.19M +$814K +15,982 +219%
NWWA
295
New Wave Wealth Advisors
Arkansas
$1.17M -$101K -1,979 -8%
PCIA
296
Prime Capital Investment Advisors
Kansas
$1.17M -$147K -2,894 -11%
FA
297
Flagstar Advisors
New York
$1.16M +$23.4K +459 +2%
APWA
298
Atlas Private Wealth Advisors
New Jersey
$1.16M
FIA
299
Foundations Investment Advisors
Arizona
$1.15M +$500K +9,818 +77%
IWN
300
Independent Wealth Network
Iowa
$1.13M +$23.7K +466 +2%