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iShares Floating Rate Bond ETF

492 hedge funds and large institutions have $3.16B invested in iShares Floating Rate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 189 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+34
Holders Change %
+7.42%
% of All Funds
8.73%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.43%
New
77
Increased
147
Reduced
189
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
401
Woodmont Investment Counsel
Tennessee
$212K -$5.08K -100 -2%
SEI Investments
402
SEI Investments
Pennsylvania
$210K -$149K -2,917 -41%
LDFR
403
Lehman & Derafelo Financial Resources
Pennsylvania
$210K
AAS
404
Annex Advisory Services
Wisconsin
$207K -$55.2K -1,089 -21%
GFG
405
Greystone Financial Group
Michigan
$205K +$205K +4,042 New
SB
406
Strategic Blueprint
Georgia
$203K +$862 +17 +0.4%
WBC
407
West Branch Capital
Massachusetts
$201K -$10.8K -212 -5%
SFS
408
Sowell Financial Services
Arkansas
$200K +$63K +1,243 +46%
BW
409
Bison Wealth
Georgia
$178K -$2.79K -55 -2%
HR
410
Howe & Rusling
New York
$175K +$55.7K +1,099 +47%
CTFG
411
Capstone Triton Financial Group
Oklahoma
$175K +$175K +3,441 New
TCM
412
TD Capital Management
Tennessee
$150K +$50.2K +991 +50%
TIAM2
413
Tru Independence Asset Management 2
Oregon
$149K +$149K +2,931 New
FCH
414
Freestone Capital Holdings
Washington
$149K +$127K +2,512 +594%
IFA
415
Interactive Financial Advisors
Illinois
$146K +$1.22K +24 +0.8%
SG Americas Securities
416
SG Americas Securities
New York
$144K -$2.08M -41,100 -94%
AA
417
AlphaMark Advisors
Kentucky
$143K -$3.91M -77,143 -96%
AA
418
Ancora Advisors
Ohio
$123K +$101 +2 +0.1%
FRA
419
Front Row Advisors
California
$122K
PFBT
420
Parkside Financial Bank & Trust
Missouri
$120K
TFGT
421
TS Financial Group (TSFG)
Illinois
$112K +$26.7K +524 +31%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$109K
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$108K -$94.4K -1,870 -47%
APWA
424
Atlas Private Wealth Advisors
New Jersey
$106K
PWM
425
Perigon Wealth Management
California
$91K +$91K +1,794 New