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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 %
EB
526
Exchange Bank
California
$224K
NRI
527
NFP Retirement Inc
California
$223K +$223K +4,391 New
WCP
528
Wick Capital Partners
Pennsylvania
$223K +$223K +4,390 New
VRM
529
Vectors Research Management
New York
$221K -$1.85M -36,368 -89%
RWM
530
Revisor Wealth Management
Ohio
$219K +$219K +4,310 New
EWA
531
Elevate Wealth Advisory
Georgia
$219K +$763 +15 +0.3%
KWA
532
Kingswood Wealth Advisors
California
$217K +$217K +4,272 New
WJWM
533
Williams Jones Wealth Management
New York
$216K
RWA
534
Redhawk Wealth Advisors
Minnesota
$216K -$12.2K -240 -5%
FDCDDQ
535
Federation des caisses Desjardins du Quebec
Quebec, Canada
$216K -$219K -4,297 -50%
First Manhattan
536
First Manhattan
New York
$215K -$8.9K -175 -4%
BRG
537
Bay Rivers Group
Virginia
$212K +$212K +4,161 New
TPW
538
Talon Private Wealth
Florida
$208K +$208K +4,090 New
LA
539
Lifeworks Advisors
Michigan
$205K -$21.4K -421 -9%
FCI
540
Financial Counselors Inc
Kansas
$205K -$1.06M -20,886 -84%
NAG
541
Northstar Advisory Group
New Jersey
$204K +$204K +4,017 New
WWG
542
West Wealth Group
California
$204K -$31.4K -618 -13%
AFA
543
American Financial Advisors
Georgia
$204K +$204K +4,000 New
BHBT
544
Burke & Herbert Bank & Trust
Virginia
$203K -$20.4K -400 -9%
PCA
545
Peddock Capital Advisors
Massachusetts
$203K
CA
546
CoreCap Advisors
Michigan
$199K -$1.68K -33 -0.8%
AA
547
Ancora Advisors
Ohio
$183K -$28.4K -559 -13%
Fidelity Investments
548
Fidelity Investments
Massachusetts
$182K +$44.8K +880 +33%
LWANC
549
Laurel Wealth Advisors (North Carolina)
North Carolina
$163K
S
550
Sachetta
Massachusetts
$163K