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iShares Floating Rate Bond ETF

582 hedge funds and large institutions have $4.55B invested in iShares Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 205 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+58
Holders Change %
+11.07%
% of All Funds
8.99%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
112
Increased
205
Reduced
171
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
COF
376
Capital One Financial
Virginia
$480K -$57.5K -1,134 -11%
BWM
377
Bulltick Wealth Management
Florida
$477K
WSCM
378
Wellington Shields Capital Management
New York
$477K +$477K +60,362 New
PWM
379
Perigon Wealth Management
California
$476K +$476K +9,374 New
TIA
380
Traphagen Investment Advisors
New Jersey
$474K
SPWM
381
Schrum Private Wealth Management
Florida
$468K +$468K +9,232 New
APWA
382
Atlas Private Wealth Advisors
New Jersey
$463K
LIM
383
Loudon Investment Management
New Hampshire
$462K -$5.07K -100 -1%
IWN
384
Independent Wealth Network
Iowa
$456K +$81.2K +1,600 +22%
GCA
385
Gradient Capital Advisors
California
$454K
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$445K +$325K +6,410 +271%
DCM
387
Donaldson Capital Management
Indiana
$437K +$74.9K +1,479 +21%
Cerity Partners
388
Cerity Partners
New York
$436K +$436K +8,588 New
OAM
389
Oak Asset Management
California
$431K
GC
390
Grimes & Company
Massachusetts
$429K
BHB
391
Bank Hapoalim BM
Israel
$427K -$567K
SWP
392
Stratos Wealth Partners
Ohio
$425K -$71.4K -1,409 -14%
IP
393
Ignite Planners
California
$425K +$425K +8,378 New
HWM
394
Hohimer Wealth Management
Washington
$421K -$30.5K -600 -7%
CS
395
Credit Suisse
Switzerland
$420K
AWM
396
Altavista Wealth Management
North Carolina
$413K
HWIS
397
Hancock Whitney Investment Services
Louisiana
$413K +$413K +8,126 New
VAS
398
Vestmark Advisory Solutions
Massachusetts
$406K +$406K +8,005 New
WP
399
WealthShield Partners
North Carolina
$404K -$15.1K -298 -4%
SWP
400
Strategic Wealth Partners
Ohio
$403K +$196K +3,858 +94%