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iShares Floating Rate Bond ETF

534 hedge funds and large institutions have $5.45B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
10.55%
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
101
Increased
199
Reduced
175
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
376
Paloma Partners
Connecticut
$410K -$174K -3,415 -30%
FI
377
FormulaFolio Investments
Michigan
$400K -$565K -11,097 -59%
GCA
378
Gradient Capital Advisors
California
$399K
WI
379
WrapManager Inc
California
$398K -$20.1K -395 -5%
CPP
380
Crow Point Partners
Massachusetts
$383K +$58.3K +1,995 +18%
KFP
381
KMG Fiduciary Partners
Ohio
$378K +$378K +7,418 New
FHA
382
Flagship Harbor Advisors
Massachusetts
$368K +$45.3K +890 +14%
FIM
383
Freedom Investment Management
Connecticut
$366K -$17.2K -337 -4%
DCM
384
Donaldson Capital Management
Indiana
$364K +$24.2K +475 +7%
FNC
385
First National Corp
Massachusetts
$362K
AOWM
386
Alpha Omega Wealth Management
Virginia
$356K +$77.7K +1,525 +28%
EB
387
Eastern Bank
Massachusetts
$347K -$243K -4,778 -41%
CWP
388
Capital Wealth Planning
Florida
$346K +$20.1K +395 +6%
SEI Investments
389
SEI Investments
Pennsylvania
$344K -$136K -2,699 -28%
SFP
390
Shepherd Financial Partners
Massachusetts
$343K +$61K +1,198 +22%
APP
391
Avantax Planning Partners
Iowa
$331K -$25.8K -507 -7%
WTC
392
WhitTier Trust Company
Nevada
$331K
LFASL
393
Lugano Financial Advisors SA (LFA)
Switzerland
$331K +$331K +6,500 New
IP
394
Intellectus Partners
California
$329K +$50.9K +1,000 +18%
AWS
395
AJ Wealth Strategies
New York
$325K +$2.39K +47 +0.7%
CTC
396
Central Trust Company
Missouri
$322K +$61K +1,198 +23%
WIC
397
Woodmont Investment Counsel
Tennessee
$320K
WF
398
Welch & Forbes
Massachusetts
$318K
William Blair & Company
399
William Blair & Company
Illinois
$317K +$66.1K +1,300 +26%
TA
400
Tiedemann Advisors
New York
$315K +$43.1K +846 +16%