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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 %
RFA
551
Resurgent Financial Advisors
Georgia
$156K -$3.58K -71 -2%
CAL
552
Capital Analysts LLC
Pennsylvania
$150K +$30.6K +609 +26%
TCOV
553
Trust Company of Vermont
Vermont
$148K +$138K +2,735 +1,334%
OHWP
554
Oak Harbor Wealth Partners
North Carolina
$141K
FRA
555
Front Row Advisors
California
$134K +$5.06K +100 +4%
AIP
556
Ameritas Investment Partners
Nebraska
$125K -$117K -2,323 -48%
WBC
557
West Branch Capital
Massachusetts
$124K -$12.1K -240 -9%
PPWM
558
PFG Private Wealth Management
Florida
$122K -$184K -3,658 -60%
BCV
559
Banque Cantonale Vaudoise
Switzerland
$121K -$50.4K -1,000 -29%
WIM
560
Westside Investment Management
California
$119K
SWM
561
Sugarloaf Wealth Management
Georgia
$112K +$403 +8 +0.4%
BL
562
Balentine LLC
Georgia
$103K +$103K +2,039 New
BONH
563
Bank of New Hampshire
New Hampshire
$103K
KM
564
Kalos Management
Georgia
$103K +$103K +2,035 New
FCA
565
Fortis Capital Advisors
Kansas
$101K -$693K -13,750 -87%
CLOS
566
Compagnie Lombard Odier SCmA
Switzerland
$101K
BNP Paribas Financial Markets
567
BNP Paribas Financial Markets
France
$95.2K -$528K -10,486 -85%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$89.4K
S
569
SignatureFD
Georgia
$87.5K +$87.5K +1,736 New
YDMI
570
Y.D. More Investments
Israel
$80.4K
GWSG
571
GPS Wealth Strategies Group
Colorado
$76K +$76K +1,509 New
AAM
572
Advisors Asset Management
Colorado
$76K +$76K +1,508 New
EWP
573
Elevation Wealth Partners
California
$75.7K +$75.7K +1,502 New
BWA
574
BDO Wealth Advisors
Florida
$72.5K
GEA
575
Glen Eagle Advisors
New Jersey
$69.8K -$10.1K -200 -13%