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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 %
First Manhattan
526
First Manhattan
New York
$222K
CA
527
Continuum Advisory
Idaho
$220K +$220K +4,364 New
SPWM
528
Schrum Private Wealth Management
Florida
$219K -$52.2K -1,035 -19%
CWM
529
Congress Wealth Management
Massachusetts
$218K
WP
530
WealthShield Partners
North Carolina
$218K -$151K -3,000 -41%
DI
531
DFPG Investments
Utah
$217K -$2.33M -46,232 -91%
FNC
532
First National Corp
Massachusetts
$215K +$215K +4,271 New
WJWM
533
Williams Jones Wealth Management
New York
$214K
LFAS
534
Level Four Advisory Services
Texas
$213K -$16.2K -322 -7%
OPA
535
Old Port Advisors
Maine
$211K -$14.8K -293 -7%
FA
536
Fortis Advisors
Pennsylvania
$208K
MIG
537
McGuire Investment Group
Rhode Island
$204K -$487K -9,666 -70%
AGP
538
Autumn Glory Partners
Texas
$203K
GFG
539
Greystone Financial Group
Michigan
$203K +$203K +4,024 New
LOPW
540
Live Oak Private Wealth
North Carolina
$203K -$2.85M -56,466 -93%
CWA
541
Clearview Wealth Advisors
Oregon
$202K
AWA
542
Amplius Wealth Advisors
Pennsylvania
$202K +$202K +4,000 New
BWP
543
Balboa Wealth Partners
Arizona
$201K -$116K -2,309 -37%
CT
544
Cambridge Trust
Massachusetts
$200K
FAM
545
Family Asset Management
South Carolina
$195K +$91.9K +1,824 +89%
AA
546
Ancora Advisors
Ohio
$190K +$5.39K +107 +3%
Fidelity Investments
547
Fidelity Investments
Massachusetts
$182K +$49.3K +978 +37%
CAL
548
Capital Advisors Ltd
Ohio
$176K +$1.01K +20 +0.6%
Fifth Third Bancorp
549
Fifth Third Bancorp
Ohio
$168K +$42.1K +836 +33%
AWM
550
Atticus Wealth Management
Florida
$167K +$167K +3,316 New