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iShares Floating Rate Bond ETF

601 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-23
Holders Change %
-3.69%
% of All Funds
8.71%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.51%
New
53
Increased
227
Reduced
234
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPC
501
Park Place Capital
Alabama
$212K -$20.4K -400 -9%
LWANC
502
Laurel Wealth Advisors (North Carolina)
North Carolina
$210K
RB
503
Renasant Bank
Mississippi
$208K
ML
504
McAdam LLC
Pennsylvania
$206K -$80K -1,566 -28%
PA
505
Parallel Advisors
California
$205K -$31.5K -617 -13%
UL
506
Unionview LLC
Washington
$205K -$25.7K -503 -11%
AA
507
Ancora Advisors
Ohio
$205K +$10.7K +209 +5%
PWP
508
Private Wealth Partners
California
$204K -$562K -11,000 -73%
WA
509
Waverly Advisors
Alabama
$202K +$202K +3,965 New
SEP
510
Southland Equity Partners
Missouri
$201K -$11.8K -231 -6%
CA
511
Crane Advisory
California
$200K +$200K +3,936 New
CAL
512
Capital Advisors Ltd
Ohio
$196K +$1.28K +25 +0.7%
HI
513
Horizon Investments
North Carolina
$193K +$147K +2,908 +322%
CFGS
514
Concourse Financial Group Securities
Alabama
$189K +$14K +275 +8%
FMTCOCP
515
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K +$109K +2,141 +152%
HCA
516
Heck Capital Advisors
Wisconsin
$180K +$1.74K +34 +1%
YDMI
517
Y.D. More Investments
Israel
$171K
AGWCA
518
Annis Gardner Whiting Capital Advisors
Florida
$166K +$166K +3,243 New
S
519
Sachetta
Massachusetts
$157K
TWC
520
TD Waterhouse Canada
Ontario, Canada
$157K -$506K -9,858 -76%
CFD
521
Creative Financial Designs
Indiana
$136K -$165K -3,237 -55%
ACA
522
Aptus Capital Advisors
Alabama
$127K +$126K +2,460 +10,696%
CA
523
Continuum Advisory
Idaho
$123K -$113K -2,213 -48%
WIM
524
Westside Investment Management
California
$120K
HCP
525
Hexagon Capital Partners
Arkansas
$117K