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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 %
ESB
501
Essex Savings Bank
Connecticut
$8K
HI
502
Hudock Inc
Pennsylvania
$8K
CHC
503
City Holding Co
West Virginia
$8K +$8K +150 New
LDFR
504
Lehman & Derafelo Financial Resources
Pennsylvania
$7K
MCM
505
McMillion Capital Management
North Carolina
$6K +$6K +110 New
PMFA
506
Plante Moran Financial Advisors
Michigan
$6K +$6K +114 New
ClearBridge Investments
507
ClearBridge Investments
New York
$5K
VFA
508
Valeo Financial Advisors
Indiana
$5K
PFSC
509
Peoples Financial Services Corp
Pennsylvania
$4K
CFA
510
Camarda Financial Advisors
Florida
$4K
FM
511
Family Management
New York
$3K +$3K +58 New
ACA
512
Ackerman Capital Advisors
Texas
$2.21K -$27 -521 -1%
FEG
513
Financial Enhancement Group
Indiana
$2K -$887K -13,303 -100%
FIB
514
First Interstate Bank
Montana
$2K -$3.8K -76 -66%
BRWM
515
B. Riley Wealth Management
Tennessee
$1.52K -$85 -1,676 -5%
MWM
516
Meridian Wealth Management
Kentucky
$1.04K +$1.04K +2,048 New
JCM
517
Jacobi Capital Management
Pennsylvania
$1K
UWM
518
USAdvisors Wealth Management
Minnesota
$697 -$2 -35 -0.3%
NDSI
519
Newman Dignan & Sheerar Inc
Rhode Island
$456 +$2 +32 +0.4%
WIM
520
Westside Investment Management
California
$119 +$119 +2,353 New
Mackenzie Financial
521
Mackenzie Financial
Ontario, Canada
-$19M -373,277 Closed
WCA
522
Westover Capital Advisors
Delaware
-$8.58M -168,557 Closed
SAS
523
Sage Advisory Services
Texas
-$5.58M -109,560 Closed
OIA
524
OneDigital Investment Advisors
Kansas
-$3.12M -61,338 Closed
WA
525
Wilshire Advisors
California
-$2.26M -44,320 Closed