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iShares Floating Rate Bond ETF

488 hedge funds and large institutions have $5.51B invested in iShares Floating Rate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 201 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
10.72%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
1.01%
New
30
Increased
201
Reduced
194
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
326
WealthShield Partners
North Carolina
$540K +$43.1K +845 +9%
MA
327
Mutual Advisors
Nebraska
$532K -$509 -10 -0.1%
AWM
328
Altavista Wealth Management
North Carolina
$530K -$325K -6,382 -38%
BHWM
329
Bay Harbor Wealth Management
Maryland
$527K -$6.68K -131 -1%
WI
330
Wintrust Investments
Illinois
$513K -$99.3K -1,947 -16%
WP
331
WealthPLAN Partners
Nebraska
$508K -$21K -411 -4%
SB
332
Simmons Bank
Arkansas
$507K -$186K -3,645 -27%
EIP
333
Ellis Investment Partners
Pennsylvania
$507K +$62K +1,219 +14%
GC
334
Grimes & Company
Massachusetts
$499K
SEI Investments
335
SEI Investments
Pennsylvania
$487K -$29.4K -576 -6%
Comerica Bank
336
Comerica Bank
Texas
$487K +$487K +9,561 New
TIA
337
Traphagen Investment Advisors
New Jersey
$478K -$49.8K -978 -9%
GIA
338
Gladstone Institutional Advisory
Florida
$477K -$517K -10,140 -52%
CFMC
339
Curbstone Financial Management Corp
New Hampshire
$474K -$227K -4,450 -32%
HIC
340
Holderness Investments Company
North Carolina
$468K -$133K -2,600 -22%
SCM
341
SOL Capital Management
Maryland
$459K -$204K -4,000 -31%
NDSI
342
Newman Dignan & Sheerar Inc
Rhode Island
$457K +$1.17K +23 +0.3%
VAS
343
Vestmark Advisory Solutions
Massachusetts
$455K -$88K -1,725 -16%
PA
344
Pinnacle Associates
New York
$445K -$7.95M -155,990 -95%
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$443K -$43K -845 -9%
GC
346
Garde Capital
Washington
$433K
MC
347
Moors & Cabot
Massachusetts
$424K +$424K +8,311 New
VHAM
348
Van Hulzen Asset Management
California
$423K -$536K -10,517 -56%
WI
349
WrapManager Inc
California
$419K -$18.8K -369 -4%
NFC
350
Northeast Financial Consultants
Connecticut
$419K +$3.01K +59 +0.7%