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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 %
CPIG
376
Chicago Partners Investment Group
Illinois
$598K +$598K +11,837 New
EBA
377
Eagle Bay Advisors
New York
$594K -$12.7K -253 -2%
EP
378
Edgestream Partners
New Jersey
$587K +$587K +11,641 New
BPA
379
Beacon Pointe Advisors
California
$586K -$6.33M -125,708 -92%
AA
380
Argent Advisors
Louisiana
$585K +$111K +2,204 +23%
AFWM
381
AMJ Financial Wealth Management
Virginia
$582K
FFG
382
Frisch Financial Group
New York
$581K -$3.99M -79,076 -87%
LIM
383
Loudon Investment Management
New Hampshire
$579K -$106K -2,100 -15%
JBA
384
Johnson Bixby & Associates
Washington
$578K -$453K -8,999 -44%
AWM
385
Apollon Wealth Management
South Carolina
$569K +$99.6K +1,977 +21%
LSA
386
Lansing Street Advisors
Pennsylvania
$566K -$278K -5,513 -33%
AWM
387
Ameliora Wealth Management
Switzerland
$560K
JCIA
388
Jackson Creek Investment Advisors
Colorado
$548K +$53.7K +1,066 +11%
GIA
389
Gladstone Institutional Advisory
Florida
$543K -$388K -7,704 -42%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$542K +$25.2K +500 +5%
SFG
391
Summit Financial Group
West Virginia
$537K
WAM
392
Warberg Asset Management
Illinois
$533K +$533K +10,581 New
HI
393
Harbour Investments
Wisconsin
$529K +$36.8K +730 +7%
CMS
394
Capital Market Strategies
Florida
$525K -$36.2K -719 -6%
GVAG
395
Great Valley Advisor Group
Delaware
$522K -$3.78K -75 -0.7%
FFA
396
Farther Finance Advisors
California
$522K +$269K +5,341 +106%
CM
397
Columbus Macro
Pennsylvania
$518K -$1.59M -31,615 -75%
SWM
398
Stockman Wealth Management
Montana
$516K -$21.9K -435 -4%
IP
399
Intellectus Partners
California
$512K -$45.7K -906 -8%
AG
400
Ascent Group
Virginia
$510K +$510K +10,122 New