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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 %
GTAM
476
Global Trust Asset Management
Florida
$30K
IAS
477
IMA Advisory Services
Colorado
$28K
NSB
478
Norway Savings Bank
Maine
$25K
JPLA
479
Joseph P. Lucia & Associates
New York
$24K -$1.2M -23,669 -98%
MAM
480
Meeder Asset Management
Ohio
$23K
GSWM
481
Golden State Wealth Management
California
$22K
GI
482
Gradient Investments
Minnesota
$21K +$152 +3 +0.7%
LPWM
483
Lake Point Wealth Management
Texas
$20K
AWMS
484
Advocacy Wealth Management Services
Georgia
$20K
SIM
485
Sonora Investment Management
Arizona
$20K +$20K +390 New
CAM
486
Close Asset Management
United Kingdom
$19K
OAM
487
Oppenheimer Asset Management
New York
$15K -$1.76K -35 -11%
NC
488
NewSquare Capital
Pennsylvania
$15K +$2.5K +50 +20%
SBA
489
Secrest Blakey & Associates
North Carolina
$14K +$104 +2 +0.7%
OIA
490
Optimum Investment Advisors
Illinois
$14K +$148 +3 +1%
FMP
491
Financial Management Professionals
Texas
$14K +$14K +267 New
PB
492
Pinnacle Bancorp
Nebraska
$13K
CI
493
CX Institutional
Indiana
$13K +$8.78K +179 +208%
HR
494
Howe & Rusling
New York
$12K +$12K +243 New
SIS
495
Sound Income Strategies
Florida
$11K -$5.5K -109 -33%
AAP
496
Arax Advisory Partners
Colorado
$11K +$11K +224 New
Rockefeller Capital Management
497
Rockefeller Capital Management
New York
$10K -$6.62K -129 -40%
AF
498
Allworth Financial
California
$10K
APSP
499
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
WA
500
WestEnd Advisors
North Carolina
$8.56K -$18.1M -356,045 -100%