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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 %
PWW
351
Pettyjohn Wood & White
Virginia
$691K -$65.1K -1,291 -9%
CNWM
352
Clay Northam Wealth Management
California
$688K -$57.2K -1,135 -8%
Cerity Partners
353
Cerity Partners
New York
$685K -$256K -5,080 -27%
CPA
354
Cardiff Park Advisors
California
$672K -$202K -4,015 -23%
AWE
355
Avidian Wealth Enterprises
Texas
$665K +$4.99K +99 +0.8%
H
356
HoyleCohen
California
$664K +$30.6K +607 +5%
IP
357
Ignite Planners
California
$655K -$15.7K -313 -2%
FIB
358
First Interstate Bank
Montana
$652K -$21.8K -432 -3%
VC
359
Vicus Capital
Pennsylvania
$650K -$16.5K -327 -2%
SAS
360
Stelac Advisory Services
New York
$648K -$1.17M -23,193 -64%
BC
361
Bartlett & Co
Ohio
$643K -$915K -18,165 -59%
BCWM
362
Bartlett & Co Wealth Management
Ohio
$643K -$915K -18,165 -59%
MIH
363
Meitav Investment House
Israel
$640K -$35.9K -705 -5%
RIA
364
Realta Investment Advisors
Delaware
$637K -$24.7K -491 -4%
NFG
365
Nations Financial Group
Iowa
$635K +$2.67K +53 +0.4%
Invesco
366
Invesco
Georgia
$634K -$43.4K -861 -6%
HWM
367
Hohimer Wealth Management
Washington
$629K -$2.71M -53,771 -81%
IWM
368
Iams Wealth Management
Nebraska
$627K +$627K +12,436 New
NAM
369
NorthCrest Asset Manangement
Minnesota
$617K +$617K +12,252 New
PWM
370
Perigon Wealth Management
California
$614K -$63K -1,250 -9%
PWMAG
371
Pinnacle Wealth Management Advisory Group
New Jersey
$612K -$112K -2,225 -15%
TWC
372
TD Waterhouse Canada
Ontario, Canada
$611K -$331K -6,574 -35%
KFAA
373
Klaas Financial Asset Advisors
Illinois
$604K +$141K +2,808 +31%
EWM
374
Executive Wealth Management
Michigan
$601K -$31.9K -633 -5%
CA
375
Calton & Associates
Florida
$600K -$14.9K -295 -2%