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iShares Floating Rate Bond ETF

582 hedge funds and large institutions have $4.55B invested in iShares Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 205 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+58
Holders Change %
+11.07%
% of All Funds
8.99%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
112
Increased
205
Reduced
171
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EA
401
Efficient Advisors
Ohio
$396K -$20.4K -403 -5%
CIS
402
Continental Investors Services
Washington
$395K +$395K +7,811 New
PPW
403
Pinnacle Private Wealth
Massachusetts
$394K +$394K +7,766 New
RCAG
404
Rehmann Capital Advisory Group
Michigan
$391K +$33.5K +660 +9%
LWM
405
Laidlaw Wealth Management
New York
$387K -$456K -8,987 -54%
SW
406
SteelPeak Wealth
California
$382K +$32.4K +640 +9%
CPA
407
Cardiff Park Advisors
California
$382K +$382K +7,530 New
AIC
408
Argus Investors Counsel
New York
$381K
SFP
409
Shepherd Financial Partners
Massachusetts
$380K -$25.6K -505 -6%
SW
410
SVB Wealth
Massachusetts
$376K -$59.5K -1,173 -14%
DWT
411
Dorsey & Whitney Trust
South Dakota
$373K +$373K +7,360 New
LGA
412
Lebenthal Global Advisors
New York
$370K -$32.9K -650 -8%
KCA
413
Karn Couzens & Associates
Connecticut
$367K
WWA
414
WC Walker & Associates
California
$367K +$4.57K +90 +1%
OAM
415
Occidental Asset Management
California
$366K +$366K +7,219 New
ACM
416
Azimuth Capital Management
Michigan
$363K +$253 +5 +0.1%
OWA
417
Outlook Wealth Advisors
Texas
$362K -$19.3K -380 -5%
AG
418
Ascent Group
Virginia
$358K +$358K +7,059 New
TRIA
419
Trail Ridge Investment Advisors
Colorado
$358K +$358K +7,062 New
AOWM
420
Alpha Omega Wealth Management
Virginia
$354K
PIA
421
Powell Investment Advisors
Florida
$351K
KIG
422
Kowal Investment Group
Wisconsin
$348K +$172K +3,388 +98%
FPCM
423
Financial Partners Capital Management
New York
$346K -$10.1K -200 -3%
MWP
424
MYCIO Wealth Partners
Pennsylvania
$342K
AWA
425
Acorn Wealth Advisors
Michigan
$340K