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iShares Floating Rate Bond ETF

652 hedge funds and large institutions have $5.69B invested in iShares Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 237 increasing their positions, 220 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+51
Holders Change %
+8.49%
% of All Funds
8.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.52%
New
98
Increased
237
Reduced
220
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
376
Calton & Associates
Florida
$655K +$235K +4,619 +56%
TWCA
377
Two West Capital Advisors
Kansas
$648K -$35K -688 -5%
RA
378
Rise Advisors
New York
$645K -$17.7K -348 -3%
PIWA
379
Prevail Innovative Wealth Advisors
Kansas
$644K +$644K +12,662 New
Cerity Partners
380
Cerity Partners
New York
$638K +$325K +6,395 +104%
IC
381
Innealta Capital
Texas
$635K +$289K +5,673 +83%
AWM
382
Ameliora Wealth Management
Switzerland
$632K
GWM
383
Geneos Wealth Management
Colorado
$629K -$113K -2,227 -15%
VA
384
Valmark Advisers
Ohio
$622K +$197K +3,875 +46%
Focus Partners Wealth
385
Focus Partners Wealth
Massachusetts
$621K +$218K +4,286 +54%
RFA
386
Register Financial Advisors
Georgia
$621K -$29K -570 -4%
SRC
387
Shufro Rose & Co
New York
$605K -$40.7K -800 -6%
BSG
388
Black Swift Group
Colorado
$599K +$353K +6,945 +144%
PWW
389
Pettyjohn Wood & White
Virginia
$596K -$25.4K -500 -4%
KeyBank National Association
390
KeyBank National Association
Ohio
$592K +$592K +11,628 New
A
391
Allianz
Germany
$577K
WIA
392
World Investment Advisors
California
$573K -$2.8K -55 -0.5%
SG
393
StoneX Group
New York
$572K -$209K -4,109 -27%
ACP
394
Aveo Capital Partners
Colorado
$572K -$14.4K -283 -2%
WF
395
Welch & Forbes
Massachusetts
$571K
WAS
396
Wealth Advisory Solutions
Indiana
$559K -$204 -4 -0%
PG
397
Patten Group
Tennessee
$555K +$196K +3,854 +55%
FHC
398
First Heartland Consultants
Missouri
$553K +$120K +2,353 +28%
BFS
399
BridgePort Financial Solutions
Iowa
$548K +$548K +10,724 New
LWM
400
Liberty Wealth Management
California
$546K +$272K +5,341 +99%