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iShares Floating Rate Bond ETF

506 hedge funds and large institutions have $6.08B invested in iShares Floating Rate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 239 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+33
Holders Change %
+6.98%
% of All Funds
11.59%
Holding in Top 10
64
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.47%
% of All Funds
1.47%
New
63
Increased
239
Reduced
146
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
451
Holloway Wealth Management
Florida
$110K
SIAP
452
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$102K
IFA
453
Interactive Financial Advisors
Illinois
$99K -$6.45K -127 -6%
MYIA
454
Mount Yale Investment Advisors
Colorado
$93K +$50.8K +995 +121%
YWP
455
YorkBridge Wealth Partners
New York
$81K
SIS
456
Sound Income Strategies
Florida
$78K +$77.7K +1,528 +30,560%
ONST
457
Old North State Trust
North Carolina
$75K +$75K +1,479 New
BWA
458
BDO Wealth Advisors
Florida
$73K
SWA
459
Sutton Wealth Advisors
Florida
$65.8K +$16.5K +324 +34%
Fidelity Investments
460
Fidelity Investments
Massachusetts
$57K +$57K +1,116 New
BWP
461
Baldwin Wealth Partners
Massachusetts
$50K
PCTC
462
Perkins Coie Trust Company
Washington
$49K
HDIM
463
Hanson & Doremus Investment Management
Vermont
$48K -$2.66K -52 -5%
VFA
464
Valeo Financial Advisors
Indiana
$46K -$442K -8,644 -91%
PFBT
465
Parkside Financial Bank & Trust
Missouri
$46K
GI
466
Gradient Investments
Minnesota
$41K +$14.2K +278 +53%
IF
467
Ironwood Financial
Arizona
$38K
CFA
468
Carroll Financial Associates
North Carolina
$36K +$4.02K +79 +13%
PFGIA
469
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$30K +587 +1,012%
CFA
470
Camarda Financial Advisors
Florida
$32K -$6.52K -128 -17%
IAS
471
IMA Advisory Services
Colorado
$29K -$970 -19 -3%
AAP
472
Arax Advisory Partners
Colorado
$24K -$10.5K -205 -30%
ML
473
McAdam LLC
Pennsylvania
$24K +$7.36K +142 +44%
JWA
474
JFS Wealth Advisors
Pennsylvania
$22K +$22K +422 New
CFG
475
CKW Financial Group
Hawaii
$21K