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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 %
VHAM
451
Van Hulzen Asset Management
California
$345K +$15.1K +300 +5%
PF
452
Phoenix Financial
Israel
$344K -$3.41M -67,661 -91%
PA
453
Parallel Advisors
California
$340K -$33.4K -663 -9%
SAM
454
Summit Asset Management
Tennessee
$336K
USCWA
455
U.S. Capital Wealth Advisors
Texas
$335K -$638K -12,664 -66%
GF
456
Gries Financial
Ohio
$335K +$335K +6,640 New
MAM
457
Milestone Asset Management
Pennsylvania
$334K -$16K -317 -5%
AWM
458
Accurate Wealth Management
Florida
$329K -$72.5K -1,444 -18%
BTWM
459
Baker Tilly Wealth Management
Wisconsin
$329K +$19.4K +384 +6%
LWM
460
Liberty Wealth Management
California
$328K +$328K +6,517 New
Nomura Asset Management
461
Nomura Asset Management
Japan
$328K -$605K -12,000 -65%
FPGK
462
Financial Partners Group (Kansas)
Kansas
$324K -$28.9K -574 -8%
D
463
Dentgroup
Louisiana
$323K +$2.72K +54 +0.8%
Corient Private Wealth
464
Corient Private Wealth
Florida
$322K +$56.6K +1,123 +21%
SAG
465
SageView Advisory Group
California
$320K -$509K -10,104 -61%
CS
466
Credit Suisse
Switzerland
$317K
FIBT
467
First International Bank & Trust
North Dakota
$317K +$76.2K +1,512 +32%
DDPIC
468
Deroy & Devereaux Private Investment Counsel
Michigan
$315K -$12.6K -250 -4%
CAC
469
Certified Advisory Corp
Florida
$314K +$51.7K +1,025 +20%
IAG
470
Investment Advisory Group
Massachusetts
$313K
KIG
471
Kowal Investment Group
Wisconsin
$312K -$402K -7,978 -56%
SIC
472
Salem Investment Counselors
North Carolina
$311K +$138K +2,740 +80%
MA
473
Montag & Associates
Georgia
$309K -$109K -2,169 -26%
RWM
474
Revisor Wealth Management
Ohio
$307K +$307K +6,098 New
CSB
475
City State Bank
Iowa
$305K -$15.1K -300 -5%