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iShares Floating Rate Bond ETF

458 hedge funds and large institutions have $3.18B invested in iShares Floating Rate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 204 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
9.27%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.51%
New
38
Increased
153
Reduced
204
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
351
Symons Capital Management
Pennsylvania
$259K +$19.4K +383 +8%
SWM
352
Sugarloaf Wealth Management
Georgia
$257K -$172K -3,397 -40%
MLIC
353
Mandatum Life Insurance Company
Finland
$257K
CWA
354
Clarus Wealth Advisors
Arizona
$252K -$2.44K -48 -1%
BFA
355
Beaumont Financial Advisors
Massachusetts
$252K +$50.2K +991 +25%
CIAS
356
Capital Investment Advisory Services
North Carolina
$252K +$147K +2,896 +139%
SGAM
357
Stephens Group Asset Management
Arkansas
$251K
MPW
358
MA Private Wealth
California
$250K -$13.5K -266 -5%
CL
359
CPWM LLC
Washington
$249K -$33.4K -660 -12%
WIA
360
World Investment Advisors
California
$247K +$51 +1 +0%
CWP
361
CFM Wealth Partners
Texas
$245K
SMG
362
Smart Money Group
Texas
$245K +$245K +4,845 New
DADC
363
D.A. Davidson & Co
Montana
$244K +$21.4K +423 +10%
CIM
364
Confluence Investment Management
Missouri
$241K
JHCP
365
Jackson Hole Capital Partners
Oklahoma
$238K
W
366
WealthOne
New York
$238K +$37.8K +747 +19%
KOMWMG
367
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$237K +$507 +10 +0.2%
FI
368
FormulaFolio Investments
Michigan
$235K -$4.97K -98 -2%
FFG
369
Ford Financial Group
California
$235K +$7.23K +143 +3%
RWM
370
RBA Wealth Management
California
$229K -$7.29K -144 -3%
SAS
371
Stelac Advisory Services
New York
$228K -$51.4K -1,012 -18%
RIG
372
RiverFront Investment Group
Virginia
$228K +$23.3K +459 +11%
CIC
373
Chilton Investment Company
Connecticut
$227K -$8.61K -170 -4%
ASN
374
Advisory Services Network
Georgia
$226K -$107K -2,109 -32%
M&T Bank
375
M&T Bank
New York
$225K -$41.9K -827 -16%