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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 %
TC
326
TownSquare Capital
Utah
$834K -$22.3K -442 -3%
IAN
327
Integrated Advisors Network
Texas
$831K -$305K -6,044 -27%
KWS
328
Keystone Wealth Services
California
$822K +$143K +2,839 +21%
MM
329
Meridian Management
Arkansas
$822K -$95.7K -1,900 -10%
PIA
330
Powell Investment Advisors
Florida
$820K
JWCA
331
J.W. Cole Advisors
Florida
$817K -$63.3K -1,256 -7%
UAS
332
United Asset Strategies
New York
$791K +$69.9K +994 +10%
BFC
333
Blue Fin Capital
Rhode Island
$787K +$174K +3,456 +28%
MWM
334
Meridian Wealth Management
Kentucky
$778K -$140K -2,786 -15%
FAG
335
Fortitude Advisory Group
Washington
$776K -$80.7K -1,601 -9%
CFD
336
Creative Financial Designs
Indiana
$768K +$614K +12,176 +398%
VNB
337
Virginia National Bank
Virginia
$766K -$102K -2,026 -12%
WFC
338
Western Financial Corp
California
$764K -$6.4K -127 -0.8%
RJT
339
Raymond James Trust
Florida
$753K +$468K +9,292 +165%
TIA
340
Traphagen Investment Advisors
New Jersey
$744K +$278K +5,593 +60%
SW
341
SVB Wealth
Massachusetts
$739K +$31.1K +618 +4%
EP
342
EPIQ Partners
Minnesota
$736K
FA
343
Fiducient Advisors
Illinois
$733K
ECM
344
Evergreen Capital Management
Washington
$731K
WFA
345
Wells Financial Advisors
Massachusetts
$724K -$5.04K -100 -0.7%
BA
346
Bellwether Advisors
Nebraska
$698K -$112K -2,221 -14%
FA
347
Flagstar Advisors
New York
$695K +$25.2K +501 +4%
SWA
348
Sax Wealth Advisors
New Jersey
$692K +$36.9K +733 +6%
WF
349
Welch & Forbes
Massachusetts
$692K -$160K -3,181 -19%
WP
350
WealthSource Partners
California
$691K -$827K -16,405 -54%