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iShares Floating Rate Bond ETF

520 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 189 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-27
Holders Change %
-4.94%
% of All Funds
11.31%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
1.09%
New
41
Increased
189
Reduced
225
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
351
Prestige Wealth Management Group
New Jersey
$472K +$27.2K +534 +6%
JWS
352
Juncture Wealth Strategies
Arizona
$471K +$243K +4,778 +107%
VAG
353
VisionPoint Advisory Group
Texas
$456K -$98.4K -1,933 -18%
CAC
354
Certified Advisory Corp
Florida
$456K +$155K +3,045 +51%
PPP
355
Private Portfolio Partners
New Jersey
$456K +$456K +8,968 New
AAS
356
Avantax Advisory Services
Texas
$450K +$110K +2,166 +33%
EIP
357
Ellis Investment Partners
Pennsylvania
$444K +$44.8K +883 +11%
WI
358
WrapManager Inc
California
$437K -$11.1K -219 -2%
FF
359
Friedenthal Financial
New Jersey
$434K +$74.4K +1,460 +21%
CTC
360
Central Trust Company
Missouri
$433K -$1.63M -32,083 -79%
GC
361
Garde Capital
Washington
$432K
MSAM
362
Moloney Securities Asset Management
Missouri
$425K -$42.6K -837 -9%
NFC
363
Northeast Financial Consultants
Connecticut
$416K +$1.94K +38 +0.5%
MIM
364
Macroview Investment Management
Maryland
$415K +$64.9K +1,275 +19%
MYIA
365
Mount Yale Investment Advisors
Colorado
$413K +$204K +4,007 +97%
WT
366
Whittier Trust
California
$410K -$20K -392 -5%
CWM
367
Connecticut Wealth Management
Connecticut
$407K +$3.05K +60 +0.8%
MWP
368
MYCIO Wealth Partners
Pennsylvania
$405K +$458 +9 +0.1%
GCA
369
Gradient Capital Advisors
California
$399K
FIM
370
Freedom Investment Management
Connecticut
$392K -$11.1M -217,307 -97%
WS
371
Wedbush Securities
California
$384K -$94.1K -1,847 -20%
MAFM
372
Mid Atlantic Financial Management
Pennsylvania
$370K -$466K -9,147 -56%
APP
373
Avantax Planning Partners
Iowa
$356K -$778K -15,325 -69%
FNC
374
First National Corp
Massachusetts
$355K +$1.07K +21 +0.3%
TC
375
TownSquare Capital
Utah
$348K +$348K +6,852 New