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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 %
FPGK
501
Financial Partners Group (Kansas)
Kansas
$265K -$8.34K -164 -3%
PJSIMP
502
P.J. Schmidt Investment Management (PJS)
Wisconsin
$264K -$3.92K -77 -1%
CAL
503
Capital Advisors Ltd
Ohio
$263K +$1.17K +23 +0.4%
AIM
504
Advyzon Investment Management
Illinois
$262K +$262K +5,152 New
FPAS
505
Focus Partners Advisor Solutions
Missouri
$260K -$520K -10,214 -67%
SIG
506
Spinnaker Investment Group
California
$259K +$259K +5,100 New
SWM
507
Seaside Wealth Management
California
$259K +$4.68K +92 +2%
SFA
508
Sequoia Financial Advisors
Ohio
$259K -$10.1K -198 -4%
MLIC
509
Mandatum Life Insurance Company
Finland
$257K
DWT
510
Dorsey & Whitney Trust
South Dakota
$254K -$50.9K -1,000 -17%
CWS
511
Cypress Wealth Services
California
$253K -$376K -7,394 -60%
IPW
512
Inlet Private Wealth
Florida
$252K -$10.2K -200 -4%
WTC
513
WhitTier Trust Company
Nevada
$252K
CWP
514
CFM Wealth Partners
Texas
$247K
SIC
515
Salem Investment Counselors
North Carolina
$244K
PIA
516
Powell Investment Advisors
Florida
$238K
IFA
517
Interactive Financial Advisors
Illinois
$234K +$4.58K +90 +2%
XT
518
XTX Topco
Cayman Islands
$233K +$233K +4,589 New
BFA
519
Beaumont Financial Advisors
Massachusetts
$233K -$17.8K -350 -7%
TA
520
TrueWealth Advisors
Alabama
$231K
OC
521
Optima Capital
Oregon
$229K +$229K +4,502 New
IAG
522
Investment Advisory Group
Massachusetts
$229K
SWP
523
Summit Wealth Partners
Florida
$229K
KAS
524
KPP Advisory Services
Kentucky
$226K
WA
525
Wealthstar Advisors
Texas
$224K +$224K +4,407 New