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iShares Floating Rate Bond ETF

652 hedge funds and large institutions have $5.69B invested in iShares Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 237 increasing their positions, 220 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+51
Holders Change %
+8.49%
% of All Funds
8.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.52%
New
98
Increased
237
Reduced
220
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSF
426
Rik Saylor Financial
Ohio
$444K +$444K +8,718 New
HI
427
Horizon Investments
North Carolina
$429K +$311K +6,131 +262%
ST
428
Smithfield Trust
Pennsylvania
$423K -$98.2K -1,932 -19%
NB
429
Northwest Bancshares
Pennsylvania
$415K
UAS
430
United Asset Strategies
New York
$413K -$271K -5,327 -40%
HWM
431
Hohimer Wealth Management
Washington
$411K -$9.41K -185 -2%
KC
432
Knuff & Co
California
$410K +$53.4K +1,050 +15%
EWA
433
EP Wealth Advisors
California
$409K -$28.8K -566 -7%
CIS
434
Continental Investors Services
Washington
$408K +$6.46K +127 +2%
LA
435
LexAurum Advisors
Kansas
$406K -$114K -2,235 -22%
CFD
436
Creative Financial Designs
Indiana
$404K +$269K +5,288 +199%
SF
437
Summit Financial
New Jersey
$404K +$7.43K +146 +2%
DAS
438
Dynamic Advisor Solutions
Arizona
$402K -$926K -18,199 -70%
CTWM
439
Cherry Tree Wealth Management
Minnesota
$398K -$99K -1,946 -20%
SAM
440
Summit Asset Management
Tennessee
$396K +$82.4K +1,619 +26%
SPFA
441
Summit Place Financial Advisors
New Jersey
$396K -$153K -3,000 -28%
FIBT
442
First International Bank & Trust
North Dakota
$394K
BA
443
Bard Associates
Illinois
$394K +$85.9K +1,689 +28%
WW
444
Winnow Wealth
Texas
$392K +$392K +7,753 New
CFIA
445
Cantor Fitzgerald Investment Advisors
New York
$389K +$9.62K +189 +3%
APWM
446
Anchor Pointe Wealth Management
Missouri
$386K +$386K +7,585 New
MCI
447
MRP Capital Investments
Georgia
$382K +$356K +7,000 +1,400%
MM
448
Meridian Management
Arkansas
$378K
CL
449
Choreo LLC
Illinois
$377K -$6.77K -133 -2%
MWM
450
Mascagni Wealth Management
Mississippi
$370K +$370K +7,255 New