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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 %
BAM
426
BTS Asset Management
Massachusetts
$403K
IC
427
Inscription Capital
Texas
$402K -$4.33K -86 -1%
SWM
428
Spire Wealth Management
Virginia
$401K +$57.3K +1,138 +17%
WA
429
Waverly Advisors
Alabama
$400K
IWM
430
IHT Wealth Management
Illinois
$389K +$158K +3,140 +69%
MCM
431
Mattern Capital Management
Colorado
$388K +$388K +7,697 New
Bank Julius Baer & Co
432
Bank Julius Baer & Co
Switzerland
$384K -$302K -6,000 -44%
CF
433
Cantor Fitzgerald
New York
$381K +$1.11K +22 +0.3%
CIS
434
Continental Investors Services
Washington
$378K -$23.2K -460 -6%
Wealth Enhancement Advisory Services
435
Wealth Enhancement Advisory Services
Minnesota
$376K +$376K +7,453 New
AWA
436
Arete Wealth Advisors
Illinois
$373K -$93.9K -1,861 -20%
CIAS
437
Capital Investment Advisory Services
North Carolina
$366K -$262K -5,205 -42%
SW
438
SteelPeak Wealth
California
$365K -$32.1K -637 -8%
SIA
439
Strategic Investment Advisors
Michigan
$365K +$1.56K +31 +0.4%
ARC
440
Advisor Resource Council
Texas
$364K +$364K +7,229 New
FFN
441
Focus Financial Network
Minnesota
$362K +$362K +7,184 New
CG
442
Colony Group
Massachusetts
$362K -$209K -4,147 -37%
ACIM
443
Azimuth Capital Investment Management
Michigan
$358K +$20.9K +415 +6%
RCAG
444
Rehmann Capital Advisory Group
Michigan
$355K -$12.9K -255 -3%
MCI
445
MRP Capital Investments
Georgia
$355K -$1.42M -28,275 -80%
CCP
446
Cunning Capital Partners
North Carolina
$353K +$12.6K +250 +4%
AOWM
447
Alpha Omega Wealth Management
Virginia
$352K
BCA
448
Bay Colony Advisors
Massachusetts
$352K
UL
449
Unionview LLC
Washington
$351K -$39.8K -789 -10%
VCM
450
Virtue Capital Management
Tennessee
$347K