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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 %
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$551K
LIM
377
Loudon Investment Management
New Hampshire
$544K +$83.5K +1,640 +18%
CCM
378
Canal Capital Management
Virginia
$529K +$529K +10,387 New
BSW
379
Buckingham Strategic Wealth
Missouri
$528K -$494K -9,698 -48%
EWM
380
Executive Wealth Management
Michigan
$523K -$30.5K -600 -6%
MSFS
381
Main Street Financial Solutions
Pennsylvania
$499K -$6.62K -130 -1%
BCG
382
Breakwater Capital Group
New Jersey
$496K +$127K +2,503 +34%
UAS
383
United Asset Strategies
New York
$495K -$14.1K -278 -3%
CWA
384
Capital Wealth Alliance
Arizona
$484K +$17.3K +340 +4%
KP
385
Keel Point
Alabama
$484K -$95.6K -1,878 -16%
NB
386
Northwest Bancshares
Pennsylvania
$484K
KDA
387
Kraft Davis & Associates
Missouri
$474K
Invesco
388
Invesco
Georgia
$473K -$11.4K -224 -2%
CMS
389
Capital Market Strategies
Florida
$467K -$60.9K -1,201 -12%
HWM
390
Hohimer Wealth Management
Washington
$465K -$52.3K -1,027 -10%
HCM
391
Hutchinson Capital Management
California
$464K
MIH
392
Meitav Investment House
Israel
$450K -$179K -3,527 -28%
BC
393
Bartlett & Co
Ohio
$448K
BCWM
394
Bartlett & Co Wealth Management
Ohio
$448K
Millennium Management
395
Millennium Management
New York
$446K -$4.24M -83,271 -90%
SFG
396
Summit Financial Group
West Virginia
$445K -$36.6K -720 -8%
TDC
397
Thompson Davis & Co
Virginia
$444K -$50.7K -996 -10%
PWMAG
398
Pinnacle Wealth Management Advisory Group
New Jersey
$440K -$39.9K -785 -8%
PVI
399
Pine Valley Investments
New Jersey
$439K +$439K +8,633 New
FLA
400
Financial Life Advisors
Texas
$438K +$7.94K +156 +2%