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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 %
DWT
476
Dorsey & Whitney Trust
South Dakota
$302K
GFPC
477
Global Financial Private Client
Florida
$302K +$302K +5,999 New
PPC
478
Park Place Capital
Alabama
$300K
PCA
479
Peddock Capital Advisors
Massachusetts
$299K -$107K -2,116 -26%
LAM
480
LifePro Asset Management
California
$298K
AHC
481
Anderson Hoagland & Co
Missouri
$297K -$28.4K -563 -9%
HFS
482
Haverford Financial Services
Pennsylvania
$292K +$6.35K +126 +2%
AWA
483
Acorn Wealth Advisors
Michigan
$290K -$1.66M -32,873 -85%
MHS
484
M Holdings Securities
Oregon
$290K -$230K -4,564 -44%
WWM
485
WJ Wealth Management
Arizona
$285K -$11.4M -225,702 -98%
BFA
486
Beaumont Financial Advisors
Massachusetts
$284K -$26.7K -529 -9%
FFS
487
Founders Financial Securities
Maryland
$284K +$284K +5,636 New
MC
488
Middleton & Co
Massachusetts
$280K -$10.8M -213,919 -97%
LWM
489
Laidlaw Wealth Management
New York
$280K -$70.2K -1,394 -20%
CWA
490
Clarus Wealth Advisors
Arizona
$278K -$3.44M -68,589 -93%
LWANC
491
Laurel Wealth Advisors (North Carolina)
North Carolina
$278K -$129K -2,563 -32%
MIFH
492
Migdal Insurance & Financial Holdings
Israel
$275K
EA
493
Efficient Advisors
Ohio
$271K +$2.27K +45 +0.8%
QCIG
494
Quad-Cities Investment Group
Iowa
$270K -$89.7K -1,779 -25%
1WA
495
180 Wealth Advisors
Washington
$270K -$35.8K -710 -12%
SPWG
496
Syntegra Private Wealth Group
Missouri
$267K -$146K -2,894 -35%
WI
497
Wintrust Investments
Illinois
$267K -$17.2K -342 -6%
NP
498
NorthRock Partners
Minnesota
$264K +$2.22K +44 +0.8%
LSIA
499
LaSalle St. Investment Advisors
Illinois
$262K +$262K +5,219 New
FLA
500
Financial Life Advisors
Texas
$259K -$1.95M -38,624 -88%