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iShares Floating Rate Bond ETF

601 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-23
Holders Change %
-3.69%
% of All Funds
8.71%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.51%
New
53
Increased
227
Reduced
234
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
401
Fortis Capital Advisors
Kansas
$435K +$435K +8,527 New
LA
402
Lifeworks Advisors
Michigan
$426K +$426K +8,343 New
MCM
403
Mattern Capital Management
Colorado
$425K -$1.99K -39 -0.5%
AFP
404
Ausdal Financial Partners
Iowa
$416K +$416K +8,147 New
TDC
405
Thompson Davis & Co
Virginia
$406K -$32.3K -633 -7%
CNWM
406
Clay Northam Wealth Management
California
$403K
VC
407
Vicus Capital
Pennsylvania
$402K +$20.4K +400 +5%
FIBT
408
First International Bank & Trust
North Dakota
$395K
BPA
409
Beacon Pointe Advisors
California
$393K +$8.58K +168 +2%
KDA
410
Kraft Davis & Associates
Missouri
$389K
CIS
411
Continental Investors Services
Washington
$387K +$8.69K +171 +2%
USCWA
412
U.S. Capital Wealth Advisors
Texas
$381K
KP
413
Keel Point
Alabama
$380K -$52.8K -1,034 -12%
CFIA
414
Cantor Fitzgerald Investment Advisors
New York
$379K -$511 -10 -0.1%
FHC
415
First Heartland Consultants
Missouri
$379K +$379K +7,416 New
AIC
416
Archer Investment Corporation
Indiana
$377K
SG
417
StoneX Group
New York
$374K -$27.6K -541 -7%
MA
418
Mutual Advisors
Nebraska
$374K -$218K -4,266 -37%
EFG
419
Embree Financial Group
Illinois
$372K -$15.6K -305 -4%
T
420
Tidemark
California
$363K
IWM
421
IHT Wealth Management
Illinois
$359K -$204K -4,002 -36%
BAM
422
BTS Asset Management
Massachusetts
$358K +$23.9K +469 +7%
AOWM
423
Alpha Omega Wealth Management
Virginia
$357K
D
424
Dentgroup
Louisiana
$347K +$3.42K +67 +1%
SFA
425
Sequoia Financial Advisors
Ohio
$346K +$38.6K +755 +13%