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iShares Floating Rate Bond ETF

601 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-23
Holders Change %
-3.69%
% of All Funds
8.71%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.51%
New
53
Increased
227
Reduced
234
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
326
Geneos Wealth Management
Colorado
$840K -$42.5K -832 -5%
CCP
327
Cunning Capital Partners
North Carolina
$817K +$153K +3,000 +23%
QC
328
Quadrature Capital
United Kingdom
$809K +$809K +15,851 New
FPAS
329
Focus Partners Advisor Solutions
Missouri
$790K +$790K +15,477 New
KWS
330
Keystone Wealth Services
California
$788K -$112K -2,197 -12%
PIA
331
Powell Investment Advisors
Florida
$766K -$65.1K -1,275 -8%
SWP
332
Significant Wealth Partners
Illinois
$764K +$764K +14,959 New
GF
333
Gries Financial
Ohio
$763K
PA
334
Pinnacle Associates
New York
$756K -$413K -8,095 -35%
BA
335
Bard Associates
Illinois
$755K -$16K -314 -2%
CCM
336
Coldstream Capital Management
Washington
$754K +$34.3K +672 +5%
KFAA
337
Klaas Financial Asset Advisors
Illinois
$754K -$38.1K -747 -5%
GSWM
338
Greenup Street Wealth Management
Michigan
$742K -$77.8K -1,524 -9%
BWM
339
Bulltick Wealth Management
Florida
$726K +$246K +4,814 +51%
WB
340
WesBanco Bank
West Virginia
$725K -$32.2K -630 -4%
BCG
341
Breakwater Capital Group
New Jersey
$724K +$16.3K +320 +2%
TCM
342
Triumph Capital Management
Colorado
$724K -$1.25M -24,435 -63%
PVI
343
Pine Valley Investments
New Jersey
$711K +$261K +5,120 +58%
RCG
344
Rock Creek Group
District of Columbia
$702K +$702K +13,750 New
BA
345
Bellwether Advisors
Nebraska
$699K +$1.84K +36 +0.3%
CPA
346
Cardiff Park Advisors
California
$689K +$1.43K +28 +0.2%
APP
347
Avantax Planning Partners
Iowa
$686K -$18.7K -366 -3%
UAS
348
United Asset Strategies
New York
$686K +$29.9K +585 +5%
NIWA
349
New Insight Wealth Advisors
California
$685K -$369K -7,232 -35%
MWM
350
MGB Wealth Management
Texas
$682K