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iShares Floating Rate Bond ETF

652 hedge funds and large institutions have $5.69B invested in iShares Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 237 increasing their positions, 220 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+51
Holders Change %
+8.49%
% of All Funds
8.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.52%
New
98
Increased
237
Reduced
220
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
476
Ceeto Capital Group
Florida
$305K
SAM
477
Sherman Asset Management
California
$301K +$301K +5,924 New
MA
478
Mezzasalma Advisors
New Jersey
$301K -$12.5K -246 -4%
HB
479
HTLF Bank
Colorado
$300K
FFG
480
Fiduciary Financial Group
California
$298K -$6.37K -125 -2%
FAG
481
Fortitude Advisory Group
Washington
$297K -$2.95K -58 -1%
FMTCOCP
482
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$295K +$82.4K +1,620 +39%
CCM
483
Chilton Capital Management
Texas
$294K
EAM
484
Evanson Asset Management
California
$292K +$292K +5,746 New
NW
485
NewEdge Wealth
Pennsylvania
$289K -$31.7K -624 -10%
NGA
486
Naples Global Advisors
Florida
$286K +$3.82K +75 +1%
GS
487
GWN Securities
Florida
$286K +$286K +5,616 New
TC
488
Trilogy Capital
California
$286K -$1.93K -38 -0.7%
PCM
489
Prelude Capital Management
New York
$283K -$1.99M -39,136 -88%
PIMG
490
Patriot Investment Management Group
Tennessee
$281K
VHAM
491
Van Hulzen Asset Management
California
$280K -$1.17K -23 -0.4%
IWM
492
IHT Wealth Management
Illinois
$280K -$59.4K -1,167 -17%
FW
493
FullCircle Wealth
Texas
$273K
CWA
494
Clarus Wealth Advisors
Arizona
$273K
HFS
495
Haverford Financial Services
Pennsylvania
$273K +$2.29K +45 +0.8%
AG
496
Ascent Group
Virginia
$272K -$22.1K -434 -8%
CAS
497
Coppell Advisory Solutions
Texas
$272K +$102 +2 +0%
SA
498
Sovran Advisors
California
$271K +$271K +5,315 New
KLCM
499
KG&L Capital Management
Louisiana
$271K +$271K +5,320 New
MIH
500
Meitav Investment House
Israel
$267K -$46.8K -920 -15%