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iShares Floating Rate Bond ETF

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
451
Dorsey & Whitney Trust
South Dakota
$307K
Bank Julius Baer & Co
452
Bank Julius Baer & Co
Switzerland
$307K -$34.6K -609 -10%
Cerity Partners
453
Cerity Partners
New York
$306K -$246K -4,811 -45%
CCG
454
Ceeto Capital Group
Florida
$306K
CCM
455
Chilton Capital Management
Texas
$305K -$14.8K -290 -5%
FFG
456
Fiduciary Financial Group
California
$304K +$304K +5,965 New
PCA
457
Peddock Capital Advisors
Massachusetts
$303K
FFN
458
Focus Financial Network
Minnesota
$302K +$19.2K +377 +7%
HB
459
HTLF Bank
Colorado
$301K +$301K +5,900 New
FHA
460
First Horizon Advisors
Tennessee
$296K +$66.8K +1,308 +29%
ATI
461
ARK & TLK Investments
Oklahoma
$293K
PS
462
Principal Securities
Iowa
$293K -$29.5K -578 -9%
IWM
463
IHT Wealth Management
Illinois
$292K -$66.7K -1,306 -19%
SW
464
SteelPeak Wealth
California
$290K -$21.4K -418 -7%
PJSIMP
465
P.J. Schmidt Investment Management (PJS)
Wisconsin
$286K +$12K +235 +4%
HI
466
Horizon Investments
North Carolina
$285K +$92K +1,819 +48%
SW
467
SVB Wealth
Massachusetts
$283K -$60.4K -1,182 -18%
PIMG
468
Patriot Investment Management Group
Tennessee
$282K -$35.1K -688 -11%
NFP
469
Narus Financial Partners
Utah
$282K -$12.6K -246 -4%
TI
470
TrueMark Investments
Illinois
$278K +$278K +5,449 New
VHAM
471
Van Hulzen Asset Management
California
$275K -$12.5K -245 -4%
NGA
472
Naples Global Advisors
Florida
$275K +$5.11K +100 +2%
BWP
473
Balboa Wealth Partners
Arizona
$275K +$275K +5,377 New
FA
474
FSA Advisors
Michigan
$274K -$29.8K -584 -10%
FW
475
FullCircle Wealth
Texas
$273K +$273K +5,359 New