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iShares Floating Rate Bond ETF

534 hedge funds and large institutions have $5.45B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
10.55%
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
101
Increased
199
Reduced
175
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WSCM
326
Wellington Shields Capital Management
New York
$657K
AWE
327
Avidian Wealth Enterprises
Texas
$652K -$290K -5,691 -31%
CSA
328
Cottage Street Advisors
Massachusetts
$640K -$29.1K -571 -4%
CCG
329
Ceeto Capital Group
Florida
$637K
ONST
330
Old North State Trust
North Carolina
$636K -$2.42M -47,484 -79%
TPWA
331
TRUE Private Wealth Advisors
Oregon
$629K +$20.2K +398 +3%
SAM
332
Summit Asset Management
Tennessee
$629K +$629K +12,354 New
BAS
333
Brown Advisory Securities
Maryland
$612K -$33.1K -647 -5%
AC
334
AlphaCore Capital
California
$611K +$611K +11,996 New
EIP
335
Ellis Investment Partners
Pennsylvania
$606K +$98.8K +1,943 +19%
ST
336
Spinnaker Trust
Maine
$601K
W
337
WealthOne
New York
$600K -$10.3K -202 -2%
MG
338
Mather Group
Illinois
$592K +$592K +11,621 New
WCG
339
Weaver Consulting Group
California
$591K +$591K +11,588 New
CT
340
Columbia Trust
Oregon
$589K +$589K +11,581 New
IWM
341
IHT Wealth Management
Illinois
$570K -$104K -2,042 -15%
NB
342
Northwest Bancshares
Pennsylvania
$570K -$1.73K -34 -0.3%
SIM
343
SSI Investment Management
California
$565K +$7.14K +140 +1%
HCM
344
Hollencrest Capital Management
California
$565K +$350K +6,872 +163%
CBFP
345
Cedar Brook Financial Partners
Ohio
$564K -$20.9K -411 -4%
HIC
346
Holderness Investments Company
North Carolina
$564K +$96.8K +1,900 +21%
EVM
347
Eaton Vance Management
Massachusetts
$561K +$6.36K +125 +1%
CWA
348
Clarus Wealth Advisors
Arizona
$547K -$44.9K -880 -8%
WP
349
WealthShield Partners
North Carolina
$538K -$661 -13 -0.1%
CCM
350
Covington Capital Management
California
$537K -$5.09K -100 -0.9%