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iShares Floating Rate Bond ETF

534 hedge funds and large institutions have $5.45B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
10.55%
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
101
Increased
199
Reduced
175
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
426
Wedbush Securities
California
$250K -$126K -2,481 -34%
RWM
427
RBA Wealth Management
California
$249K -$1.53K -30 -0.6%
KOMWMG
428
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$248K +$248K +4,869 New
CWP
429
CFM Wealth Partners
Texas
$247K +$247K +4,850 New
CIM
430
Confluence Investment Management
Missouri
$242K
TI
431
Truepoint Inc
Ohio
$242K +$242K +4,824 New
JHCP
432
Jackson Hole Capital Partners
Oklahoma
$239K
Mercer Global Advisors
433
Mercer Global Advisors
Colorado
$239K +$39.1K +770 +20%
HWM
434
Hohimer Wealth Management
Washington
$236K +$236K +4,638 New
FFN
435
Focus Financial Network
Minnesota
$235K +$24.2K +476 +11%
ACP
436
Aveo Capital Partners
Colorado
$233K +$9.27K +182 +4%
NCM
437
Noesis Capital Mangement
Florida
$229K +$229K +4,500 New
BOPW
438
Brandywine Oak Private Wealth
Pennsylvania
$227K
WIA
439
World Investment Advisors
California
$222K -$6.56K -129 -3%
BRC
440
Bell Rock Capital
Delaware
$221K -$134K -2,649 -38%
PFS
441
Prospera Financial Services
Texas
$218K +$1.42K +28 +0.7%
LDFR
442
Lehman & Derafelo Financial Resources
Pennsylvania
$211K
AP
443
Appleton Partners
Massachusetts
$206K
ACM
444
Anfield Capital Management
California
$205K +$205K +4,013 New
HIM
445
HawsGoodwin Investment Management
Tennessee
$203K +$203K +3,985 New
RIA
446
Realta Investment Advisors
Delaware
$198K -$11.4K -225 -5%
BW
447
Bison Wealth
Georgia
$191K +$191K +3,760 New
BBA
448
Braun-Bostich & Associates
Pennsylvania
$181K +$181K +3,558 New
LWM
449
Liberty Wealth Management
California
$170K +$48.3K +950 +40%
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$150K -$292K -5,746 -66%