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iShares Floating Rate Bond ETF

601 hedge funds and large institutions have $4.8B invested in iShares Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 252 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-18
Holders Change %
-2.91%
% of All Funds
8.69%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.43%
New
47
Increased
207
Reduced
252
Closed
63
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APP
376
Avantax Planning Partners
Iowa
$506K -$159K -3,111 -24%
CAC
377
Certified Advisory Corp
Florida
$506K -$33.5K -656 -6%
KWS
378
Keystone Wealth Services
California
$503K -$229K -4,479 -31%
CTWM
379
Cherry Tree Wealth Management
Minnesota
$498K +$868 +17 +0.2%
AIC
380
Argus Investors Counsel
New York
$490K +$20.3K +398 +4%
Prudential Financial
381
Prudential Financial
New Jersey
$490K -$75.7K -1,483 -13%
HCM
382
Hutchinson Capital Management
California
$485K +$20K +392 +4%
IFO
383
Independent Family Office
New York
$479K
MSFS
384
Main Street Financial Solutions
Pennsylvania
$467K +$970 +19 +0.2%
STA
385
Smith Thornton Advisors
Alabama
$459K
Focus Partners Wealth
386
Focus Partners Wealth
Massachusetts
$445K +$445K +7,913 New
EWA
387
EP Wealth Advisors
California
$439K -$15.2K -298 -3%
CFGS
388
Concourse Financial Group Securities
Alabama
$437K +$46.3K +907 +12%
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$436K -$25K -489 -5%
FHC
390
First Heartland Consultants
Missouri
$435K +$41.3K +809 +10%
EL
391
Essex LLC
Illinois
$435K +$25.8K +506 +6%
EBA
392
Eagle Bay Advisors
New York
$429K -$115K -2,250 -21%
VA
393
Valmark Advisers
Ohio
$426K -$438K -8,576 -51%
HWM
394
Hohimer Wealth Management
Washington
$421K -$15.3K -300 -4%
CA
395
Calton & Associates
Florida
$421K -$171K -3,344 -29%
COCM
396
Charter Oak Capital Management
New Hampshire
$420K -$42.5K -833 -9%
NB
397
Northwest Bancshares
Pennsylvania
$417K -$10.9K -214 -3%
NIWA
398
New Insight Wealth Advisors
California
$411K -$33.9K -665 -8%
NP
399
Nilsine Partners
Colorado
$406K -$1.54M -30,162 -79%
CIS
400
Continental Investors Services
Washington
$401K +$10.3K +202 +3%