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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 %
Prudential Financial
301
Prudential Financial
New Jersey
$479K -$5.83K -115 -1%
TIA
302
Traphagen Investment Advisors
New Jersey
$476K
MIA
303
MainStreet Investment Advisors
Illinois
$469K -$696K -13,733 -60%
FEM
304
Fulcrum Equity Management
Texas
$465K +$465K +9,165 New
AWA
305
Acorn Wealth Advisors
Michigan
$461K -$80K -1,576 -15%
GCA
306
Gradient Capital Advisors
California
$459K -$44.6K -879 -9%
AWE
307
Avidian Wealth Enterprises
Texas
$458K -$22.6K -445 -5%
AIM
308
Alhambra Investment Management
Florida
$438K -$36.3K -717 -8%
JIP
309
Jaffetilchin Investment Partners
Florida
$436K -$32.7K -646 -7%
NFC
310
Northeast Financial Consultants
Connecticut
$424K +$862 +17 +0.2%
AWS
311
AJ Wealth Strategies
New York
$417K -$8.73K -172 -2%
BAS
312
Brown Advisory Securities
Maryland
$417K
CA
313
Calton & Associates
Florida
$415K +$405 +8 +0.1%
RCAG
314
Rehmann Capital Advisory Group
Michigan
$413K +$2.08K +41 +0.5%
PFA
315
Pettinga Financial Advisors
Indiana
$397K +$121K +2,392 +44%
PF
316
Phoenix Financial
Israel
$395K +$196K +4,100 +98%
CWM
317
Cabot Wealth Management
Massachusetts
$371K -$121K -2,380 -25%
DCM
318
Donaldson Capital Management
Indiana
$362K
LWANC
319
Laurel Wealth Advisors (North Carolina)
North Carolina
$362K +$37.1K +731 +11%
SEI Investments
320
SEI Investments
Pennsylvania
$359K +$359K +7,037 New
BRC
321
Bell Rock Capital
Delaware
$358K +$129K +2,544 +56%
FPCM
322
Financial Partners Capital Management
New York
$356K
AOWM
323
Alpha Omega Wealth Management
Virginia
$355K
FHA
324
Flagship Harbor Advisors
Massachusetts
$353K -$130K -2,578 -27%
DJSG
325
D.J. St. Germain
Massachusetts
$352K -$530K -10,435 -60%