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iShares Floating Rate Bond ETF

458 hedge funds and large institutions have $3.18B invested in iShares Floating Rate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 204 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
9.27%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.51%
New
38
Increased
153
Reduced
204
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
401
Golden State Wealth Management
California
$96K +$96K +1,902 New
LWM
402
Liberty Wealth Management
California
$89K -$356 -7 -0.4%
TFGT
403
TS Financial Group (TSFG)
Illinois
$85K +$31.5K +622 +59%
GEA
404
Glen Eagle Advisors
New Jersey
$84.7K
VFA
405
Valeo Financial Advisors
Indiana
$82K -$53K -1,043 -39%
NL
406
NVWM LLC
Pennsylvania
$81K +$75.1K +1,475 +1,283%
IF
407
Ironwood Financial
Arizona
$76K -$31.6K -621 -29%
BWA
408
BDO Wealth Advisors
Florida
$73K
KCM
409
Kathmere Capital Management
Pennsylvania
$72K +$72K +1,413 New
FFA
410
Founders Financial Alliance
North Carolina
$60K +$60K +1,175 New
ONST
411
Old North State Trust
North Carolina
$59K -$528K -10,413 -90%
EP
412
Eudaimonia Partners
Tennessee
$52K -$2.14K -42 -4%
BCV
413
Banque Cantonale Vaudoise
Switzerland
$51K
GCM
414
Gables Capital Management
Florida
$51K +$51K +1,000 New
BWP
415
Baldwin Wealth Partners
Massachusetts
$50K
PCTC
416
Perkins Coie Trust Company
Washington
$49K
PB
417
Pinnacle Bancorp
Nebraska
$47K -$31.4K -625 -40%
HCP
418
Hexagon Capital Partners
Arkansas
$47K +$47K +931 New
PGAM
419
Princeton Global Asset Management
New Jersey
$45K
TF
420
TimeScale Financial
Massachusetts
$45K +$101 +2 +0.2%
ADL
421
Asset Dedication LLC
California
$43K
HS
422
Horan Securities
United States
$42K
LS
423
Leelyn Smith
Illinois
$36K -$9.09K -181 -20%
BFC
424
Bedel Financial Consulting
Indiana
$34K
HIA
425
Harbor Investment Advisory
Maryland
$32K