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iShares Floating Rate Bond ETF

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFC
351
Western Financial Corp
California
$681K +$24K +469 +4%
LIM
352
Loudon Investment Management
New Hampshire
$671K +$58.5K +1,145 +10%
CCM
353
Crabel Capital Management
California
$667K -$672K -13,156 -50%
APP
354
Avantax Planning Partners
Iowa
$666K -$20.5K -401 -3%
RFA
355
Register Financial Advisors
Georgia
$665K +$61.6K +1,205 +10%
IAN
356
Integrated Advisors Network
Texas
$651K +$32.2K +630 +5%
SRC
357
Shufro Rose & Co
New York
$649K +$649K +12,700 New
BCG
358
Breakwater Capital Group
New Jersey
$644K -$80.5K -1,575 -11%
AWM
359
Ameliora Wealth Management
Switzerland
$635K +$40.9K +800 +7%
WA
360
WBH Advisory
Maryland
$632K +$329K +6,442 +108%
TWCA
361
Two West Capital Advisors
Kansas
$628K +$628K +12,300 New
PWW
362
Pettyjohn Wood & White
Virginia
$619K -$38.3K -750 -6%
AWM
363
Adams Wealth Management
Utah
$618K +$54.5K +1,066 +10%
CI
364
CacheTech Inc
Utah
$618K +$618K +12,094 New
RIA
365
Realta Investment Advisors
Delaware
$615K -$17.2K -337 -3%
BCWM
366
Bartlett & Co Wealth Management
Ohio
$603K
ACP
367
Aveo Capital Partners
Colorado
$593K -$1.64K -32 -0.3%
CA
368
Calton & Associates
Florida
$592K -$27.3K -534 -4%
OMC
369
Old Mission Capital
Illinois
$585K +$585K +11,450 New
EP
370
EPIQ Partners
Minnesota
$581K
A
371
Allianz
Germany
$579K +$143K +2,800 +33%
WF
372
Welch & Forbes
Massachusetts
$572K
SFA
373
Sequoia Financial Advisors
Ohio
$572K +$226K +4,419 +65%
WAS
374
Wealth Advisory Solutions
Indiana
$571K +$9.61K +188 +2%
Prudential Financial
375
Prudential Financial
New Jersey
$566K +$38K +744 +7%