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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 %
IA
501
Insight Advisors
Pennsylvania
$258K +$26.6K +528 +11%
AA
502
Addison Advisors
Vermont
$258K +$52.4K +1,040 +26%
WA
503
Wealthstar Advisors
Texas
$256K -$15.6K -310 -6%
PFS
504
Prospera Financial Services
Texas
$255K -$5.49K -109 -2%
MLIC
505
Mandatum Life Insurance Company
Finland
$255K
WMA
506
Wealth Management Associates
New Jersey
$254K -$5.04K -100 -2%
BCG
507
Breakwater Capital Group
New Jersey
$254K +$254K +5,041 New
SFP
508
Shepherd Financial Partners
Massachusetts
$253K -$8.82K -175 -3%
SWA
509
Stratos Wealth Advisors
Ohio
$252K +$2.97K +59 +1%
WTC
510
WhitTier Trust Company
Nevada
$249K
BCM
511
Brasada Capital Management
Texas
$248K
CWP
512
CFM Wealth Partners
Texas
$244K
NGA
513
Naples Global Advisors
Florida
$244K +$26.5K +525 +12%
TA
514
TrueWealth Advisors
Alabama
$243K
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$240K +$17.6K +350 +8%
RPC
516
Rossmore Private Capital
Connecticut
$239K -$50.4K -1,000 -17%
IAG
517
Investmark Advisory Group
Connecticut
$239K -$111K -2,202 -32%
SAM
518
Seelaus Asset Management
New Jersey
$238K -$1.01K -20 -0.4%
HFA
519
High Falls Advisors
New York
$237K -$25.2K -501 -10%
PTC
520
Private Trust Company
Ohio
$234K -$77.4K -1,537 -25%
HI
521
Horizon Investments
North Carolina
$230K +$230K +4,608 New
SWM
522
Seaside Wealth Management
California
$230K +$1.96K +39 +0.9%
RWM
523
RBA Wealth Management
California
$230K +$2.32K +46 +1%
SAM
524
Simplify Asset Management
Nevada
$227K +$227K +4,500 New
WAM
525
Weatherly Asset Management
California
$224K