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iShares Floating Rate Bond ETF

634 hedge funds and large institutions have $5.54B invested in iShares Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 183 increasing their positions, 289 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-45
Holders Change %
-6.63%
% of All Funds
10.15%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.72%
New
76
Increased
183
Reduced
289
Closed
103
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
401
Howard Wealth Management
Connecticut
$507K -$86.9K -1,725 -15%
MHIC
402
Marble Harbor Investment Counsel
Massachusetts
$504K
MSFS
403
Main Street Financial Solutions
Pennsylvania
$499K +$756 +15 +0.2%
SEIA
404
Signature Estate & Investment Advisors
California
$496K
NB
405
Northwest Bancshares
Pennsylvania
$495K
SWP
406
Summit Wealth Partners
Florida
$488K -$94.3K -1,871 -16%
WFM
407
Wolff Financial Management
Michigan
$487K -$120K -2,378 -20%
TSS
408
Two Sigma Securities
New York
$480K +$215K +4,269 +81%
WSCM
409
Wellington Shields Capital Management
New York
$474K
Vontobel Holding
410
Vontobel Holding
Switzerland
$472K -$25.5K -507 -5%
HCM
411
Hutchinson Capital Management
California
$459K +$459K +9,109 New
CWA
412
Capital Wealth Alliance
Arizona
$456K -$3.78K -75 -0.8%
FIA
413
Foundations Investment Advisors
Arizona
$451K +$190K +3,768 +73%
BWM
414
Birchcreek Wealth Management
Ohio
$451K -$149K -2,950 -25%
ACM
415
Absolute Capital Management
Pennsylvania
$448K -$1.1M -21,900 -71%
WC
416
Waterloo Capital
Texas
$440K +$440K +8,729 New
PIMG
417
Patriot Investment Management Group
Tennessee
$437K -$20.2K -400 -4%
APWA
418
Atlas Private Wealth Advisors
New Jersey
$434K
GSWM
419
Greenup Street Wealth Management
Michigan
$431K -$1.96M -38,995 -82%
TDC
420
Thompson Davis & Co
Virginia
$430K +$60.3K +1,197 +16%
GSEP
421
Golden State Equity Partners
California
$423K +$423K +8,398 New
BA
422
Bard Associates
Illinois
$420K +$857 +17 +0.2%
CCM
423
Chilton Capital Management
Texas
$414K -$81.1K -1,610 -16%
AIC
424
Argus Investors Counsel
New York
$413K
Deutsche Bank
425
Deutsche Bank
Germany
$412K -$39.1K -775 -9%