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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 %
PF
351
Phoenix Financial
Israel
$416K +$416K +8,549 New
WT
352
Whittier Trust
California
$411K
CWM
353
Connecticut Wealth Management
Connecticut
$411K +$3.01K +59 +0.7%
MWP
354
MYCIO Wealth Partners
Pennsylvania
$406K +$458 +9 +0.1%
GCA
355
Gradient Capital Advisors
California
$400K
LF
356
Lee Financial
Texas
$386K +$74.5K +1,463 +24%
FIM
357
Freedom Investment Management
Connecticut
$383K -$8.45K -166 -2%
WS
358
Wedbush Securities
California
$377K -$7.34K -144 -2%
FNC
359
First National Corp
Massachusetts
$362K +$6.67K +131 +2%
APP
360
Avantax Planning Partners
Iowa
$357K +$102 +2 +0%
BRC
361
Bell Rock Capital
Delaware
$354K +$68.9K +1,364 +24%
TC
362
TownSquare Capital
Utah
$349K
LFAS
363
Level Four Advisory Services
Texas
$344K +$37.8K +742 +12%
DCM
364
Donaldson Capital Management
Indiana
$340K +$340K +6,670 New
WTC
365
WhitTier Trust Company
Nevada
$331K
CWP
366
Capital Wealth Planning
Florida
$327K +$63.4K +1,242 +24%
PHS
367
Pekin Hardy Strauss
Illinois
$325K +$46.6K +915 +17%
AWS
368
AJ Wealth Strategies
New York
$323K -$1.34M -26,219 -81%
FHA
369
Flagship Harbor Advisors
Massachusetts
$322K +$23.3K +459 +8%
WIC
370
Woodmont Investment Counsel
Tennessee
$320K -$2.37M -46,500 -88%
WF
371
Welch & Forbes
Massachusetts
$319K
FCA
372
FLC Capital Advisors
California
$316K
HFS
373
Haverford Financial Services
Pennsylvania
$316K +$8.92K +175 +3%
SB
374
Strategic Blueprint
Georgia
$309K +$20.4K +400 +7%
SMG
375
Smart Money Group
Texas
$308K -$31.3K -614 -9%