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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 %
WWM
301
Western Wealth Management
Colorado
$1.05M +$2.37K +47 +0.2%
CTC
302
Central Trust Company
Missouri
$1.04M -$91.3K -1,812 -8%
FT
303
Fiduciary Trust
Massachusetts
$1.04M
CCP
304
Carmel Capital Partners
California
$1.02M +$1.02M +20,218 New
FA
305
Forefront Analytics
Pennsylvania
$1.02M +$8.52K +169 +0.8%
HH
306
Hilltop Holdings
Texas
$1.01M +$31.8K +631 +3%
WB
307
WesBanco Bank
West Virginia
$999K -$88.2K -1,750 -8%
TCMP
308
Thrive Capital Management (Pennsylvania)
Pennsylvania
$989K -$109K -2,168 -10%
FCIM
309
Fairview Capital Investment Management
California
$977K -$5.04K -100 -0.5%
AFG
310
Atomi Financial Group
New York
$973K +$973K +19,306 New
PAS
311
Park Avenue Securities
New York
$967K -$245K -4,857 -20%
MPPLM
312
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$953K -$90.2K -1,790 -9%
PMG
313
ProVise Management Group
Florida
$951K -$976K -19,359 -51%
SAS
314
Sage Advisory Services
Texas
$944K
ML
315
McAdam LLC
Pennsylvania
$942K +$942K +18,701 New
DCM
316
Donaldson Capital Management
Indiana
$934K
Allspring Global Investments
317
Allspring Global Investments
North Carolina
$933K
SCA
318
Southern Capital Advisors
Tennessee
$924K +$82.8K +1,643 +10%
SB
319
Strategic Blueprint
Georgia
$915K -$16.5K -328 -2%
BG
320
Benedetti & Gucer
Georgia
$894K
LNC
321
Lincoln National Corp
Pennsylvania
$875K +$30.9K +613 +4%
NAM
322
NTV Asset Management
West Virginia
$865K -$12.6K -250 -1%
SGAM
323
Stephens Group Asset Management
Arkansas
$857K +$125K +2,475 +17%
HSG
324
Helen Stephens Group
Texas
$850K +$426K +8,461 +101%
SPFA
325
Summit Place Financial Advisors
New Jersey
$846K -$126K -2,500 -13%