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iShares Floating Rate Bond ETF

606 hedge funds and large institutions have $5.04B invested in iShares Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.66%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.73%
New
58
Increased
203
Reduced
252
Closed
53
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
301
Syon Capital
California
$957K +$957K +18,813 New
SAS
302
Stelac Advisory Services
New York
$956K +$302K +5,936 +46%
HI
303
Harbour Investments
Wisconsin
$946K +$126K +2,485 +15%
RJT
304
Raymond James Trust
Florida
$943K +$107K +2,100 +13%
Allspring Global Investments
305
Allspring Global Investments
North Carolina
$943K
MPPLM
306
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$935K -$30.6K -601 -3%
RA
307
Rise Advisors
New York
$933K -$234K -4,606 -20%
PWM
308
Perigon Wealth Management
California
$927K +$266K +5,228 +40%
LNC
309
Lincoln National Corp
Pennsylvania
$915K -$96.6K -1,898 -10%
CTC
310
Central Trust Company
Missouri
$911K -$102K -2,004 -10%
FPGK
311
Financial Partners Group (Kansas)
Kansas
$909K +$576K +11,377 +173%
SWA
312
Sax Wealth Advisors
New Jersey
$904K +$202K +3,969 +29%
BG
313
Benedetti & Gucer
Georgia
$903K
BWM
314
Bulltick Wealth Management
Florida
$897K -$91.3K -1,794 -9%
KFAA
315
Klaas Financial Asset Advisors
Illinois
$896K +$140K +2,742 +18%
IC
316
Innealta Capital
Texas
$896K -$32.9K -646 -4%
KWS
317
Keystone Wealth Services
California
$894K +$4.84K +95 +0.5%
H
318
HoyleCohen
California
$893K +$148K +2,903 +20%
TC
319
TownSquare Capital
Utah
$886K +$14.2K +279 +2%
AWM
320
Apollon Wealth Management
South Carolina
$880K +$309K +6,079 +54%
BFC
321
Blue Fin Capital
Rhode Island
$878K +$9.92K +195 +1%
APWA
322
Atlas Private Wealth Advisors
New Jersey
$877K
DAS
323
Dynamic Advisor Solutions
Arizona
$873K -$1.01M -19,842 -54%
MA
324
Mutual Advisors
Nebraska
$866K -$395K -7,755 -31%
PFP
325
Pinnacle Financial Partners
Tennessee
$864K +$261K +5,120 +43%