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iShares Floating Rate Bond ETF

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
301
J.W. Cole Advisors
Florida
$981K +$33.5K +655 +4%
BAM
302
Belpointe Asset Management
Nevada
$976K +$4.6K +90 +0.5%
TFA
303
Transamerica Financial Advisors
Florida
$965K
HI
304
Harbour Investments
Wisconsin
$960K -$2.04K -40 -0.2%
CISOA
305
Capital Investment Services of America
Wisconsin
$953K -$358K -7,000 -27%
GWM
306
Geneos Wealth Management
Colorado
$933K +$92.6K +1,813 +11%
FCIM
307
Fairview Capital Investment Management
California
$919K -$1.28K -25 -0.1%
SAS
308
Stelac Advisory Services
New York
$913K -$15K -293 -2%
RJT
309
Raymond James Trust
Florida
$912K
TC
310
TownSquare Capital
Utah
$907K -$18.5K -363 -2%
EP
311
Edgestream Partners
New Jersey
$906K -$915K -17,916 -50%
MIA
312
MMBG Investment Advisors
Florida
$898K -$57.2K -1,120 -6%
CCP
313
Cunning Capital Partners
North Carolina
$894K +$76.6K +1,500 +9%
MFG
314
Mosaic Financial Group
Illinois
$888K +$204 +4 +0%
KFAA
315
Klaas Financial Asset Advisors
Illinois
$887K +$133K +2,600 +18%
SF
316
Summit Financial
New Jersey
$886K -$407K -7,972 -31%
DWM
317
Dakota Wealth Management
Florida
$874K -$15.1K -295 -2%
M&T Bank
318
M&T Bank
New York
$865K -$1.12M -21,830 -56%
VA
319
Valmark Advisers
Ohio
$865K -$9.96K -195 -1%
ACA
320
Anchor Capital Advisors
Massachusetts
$846K -$494K -9,676 -37%
GPA
321
Guidance Point Advisors
Massachusetts
$844K -$23.3K -457 -3%
GSWM
322
Greenup Street Wealth Management
Michigan
$834K +$92.5K +1,810 +12%
AWE
323
Avidian Wealth Enterprises
Texas
$834K -$323K -6,325 -28%
CA
324
Callahan Advisors
Texas
$823K +$342K +6,697 +71%
BAAM
325
Baker Avenue Asset Management
California
$818K -$57.3K -1,122 -7%