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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 %
TNBTD
26
Trustmark National Bank Trust Department
Mississippi
$35.9M -$3.78M -74,923 -10%
FLPIM
27
F.L. Putnam Investment Management
Massachusetts
$35.7M +$1.32M +26,124 +4%
NYLIM
28
New York Life Investment Management
New York
$31.1M +$2.12M +42,048 +7%
DWM
29
Destination Wealth Management
California
$30.9M -$224K -4,436 -0.7%
BBVA
30
Banco Bilbao Vizcaya Argentaria
Spain
$27M -$3.02M -60,124 -10%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$24.7M -$1.63M -32,433 -6%
IWS
32
Insight Wealth Strategies
California
$24.7M +$1.71M +33,923 +7%
US Bancorp
33
US Bancorp
Minnesota
$24.5M -$23.1M -459,080 -49%
CA
34
Capital Advantage
California
$24.3M -$12.3M -244,149 -33%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$24.2M +$195K +3,876 +0.8%
IWC
36
Integrated Wealth Concepts
Massachusetts
$24.1M +$758K +15,043 +3%
Goldman Sachs
37
Goldman Sachs
New York
$23.6M -$363K -7,200 -2%
BCM
38
Brookstone Capital Management
Illinois
$23.6M -$10.5M -207,759 -31%
MML Investors Services
39
MML Investors Services
Massachusetts
$23.3M -$3.41M -67,615 -13%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$23.2M +$498K +9,880 +2%
TCM
41
Towercrest Capital Management
Pennsylvania
$22.8M +$3.15M +62,528 +16%
RJA
42
Raymond James & Associates
Florida
$21.9M +$225K +4,460 +1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$21.6M -$4.17M -82,689 -16%
TC
44
Telemus Capital
Michigan
$21M -$135K -2,689 -0.6%
CCFCSB
45
Cape Cod Five Cents Savings Bank
Massachusetts
$20.4M +$30.3K +601 +0.1%
BFG
46
Beacon Financial Group
Texas
$19.3M +$2.83M +56,165 +17%
IA
47
IFP Advisors
Florida
$19M -$2.93M -57,591 -13%
HighTower Advisors
48
HighTower Advisors
Illinois
$18.8M +$3.39M +67,257 +22%
Mariner
49
Mariner
Kansas
$18.4M +$258K +5,128 +1%
AWS
50
Atria Wealth Solutions
New York
$18.1M +$8M +158,708 +79%