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iShares Floating Rate Bond ETF

606 hedge funds and large institutions have $5.04B invested in iShares Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.66%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.73%
New
58
Increased
203
Reduced
252
Closed
53
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
351
Private Wealth Partners
California
$662K -$76.3K -1,500 -10%
SW
352
SteelPeak Wealth
California
$661K +$240K +4,717 +57%
WP
353
WealthSource Partners
California
$660K -$17.6K -345 -3%
EBA
354
Eagle Bay Advisors
New York
$653K +$54.6K +1,073 +9%
CTWM
355
Cherry Tree Wealth Management
Minnesota
$649K -$19.5K -384 -3%
IFO
356
Independent Family Office
New York
$646K
RIA
357
Realta Investment Advisors
Delaware
$643K -$3.56K -70 -0.6%
DI
358
DFPG Investments
Utah
$639K +$198K +3,902 +45%
ARC
359
Advisor Resource Council
Texas
$636K +$240K +4,725 +61%
SB
360
Strategic Blueprint
Georgia
$619K -$40.9K -804 -6%
NAM
361
NorthCrest Asset Manangement
Minnesota
$611K -$5.8K -114 -0.9%
BMCM
362
Bryn Mawr Capital Management
Pennsylvania
$607K +$607K +11,923 New
CCM
363
Crabel Capital Management
California
$606K -$196K -3,842 -24%
FA
364
Flagstar Advisors
New York
$601K -$35.6K -699 -6%
CCP
365
Cunning Capital Partners
North Carolina
$601K +$601K +11,800 New
BAM
366
Belpointe Asset Management
Nevada
$601K -$343K -6,734 -36%
WF
367
Welch & Forbes
Massachusetts
$597K -$10.2K -200 -2%
FFG
368
Frisch Financial Group
New York
$584K -$2.7K -53 -0.5%
IWM
369
IHT Wealth Management
Illinois
$582K -$51.3K -1,008 -8%
WAS
370
Wealth Advisory Solutions
Indiana
$580K -$755K -14,841 -57%
KBC
371
Key Bridge Compliance
$580K +$580K +11,402 New
EP
372
EPIQ Partners
Minnesota
$580K -$102K -2,000 -15%
WWM
373
WJ Wealth Management
Arizona
$567K
AWM
374
Ameliora Wealth Management
Switzerland
$565K
JCIA
375
Jackson Creek Investment Advisors
Colorado
$560K -$356 -7 -0.1%