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iShares Floating Rate Bond ETF

520 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 189 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-27
Holders Change %
-4.94%
% of All Funds
11.31%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
1.09%
New
41
Increased
189
Reduced
225
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HTC
26
Haverford Trust Company
Pennsylvania
$37.4M +$685K +13,446 +2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$36M -$3.8M -74,640 -10%
AG
28
Advisor Group
Arizona
$35M -$129K -2,528 -0.4%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$30.5M +$2.05M +40,158 +7%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$28.6M -$1.46M -28,765 -5%
ST
31
Smithfield Trust
Pennsylvania
$26.6M -$7.78M -152,707 -23%
AIM
32
Astor Investment Management
Illinois
$26.5M +$1.22M +23,924 +5%
AA
33
Alesco Advisors
New York
$26.2M -$1.11M -21,856 -4%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$24.8M -$1.63M -32,053 -6%
Stifel Financial
35
Stifel Financial
Missouri
$24.6M -$92.1K -1,807 -0.4%
AWE
36
Avidian Wealth Enterprises
Texas
$23.7M +$369K +7,237 +2%
GFPC
37
Global Financial Private Capital
Florida
$23.4M -$1.37M -26,830 -6%
DWM
38
Destination Wealth Management
California
$23.2M +$789K +15,489 +4%
Truist Financial
39
Truist Financial
North Carolina
$22.7M +$1.45M +28,566 +7%
ACA
40
Anchor Capital Advisors
Massachusetts
$22M -$901K -17,695 -4%
SC
41
Scotia Capital
Ontario, Canada
$20.8M +$9.32M +183,045 +81%
OH
42
Oikos Holdings
New York
$20.8M
TCM
43
Towercrest Capital Management
Pennsylvania
$20.5M +$1.14M +22,480 +6%
CCA
44
Conservest Capital Advisors
Pennsylvania
$20.4M -$45K -884 -0.2%
CISOA
45
Capital Investment Services of America
Wisconsin
$20.1M -$486K -9,550 -2%
MML Investors Services
46
MML Investors Services
Massachusetts
$20M +$974K +19,129 +5%
B
47
Barings
North Carolina
$19.9M
DCM
48
DeGreen Capital Management
Arizona
$18.4M -$1.01M -19,837 -5%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.3M +$96.1K +1,887 +0.5%
AWM
50
AE Wealth Management
Kansas
$17.6M +$13.4M +263,542 +320%