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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 %
HCM
551
Hollencrest Capital Management
California
$35.1K
PA
552
Pineridge Advisors
Missouri
$34.7K +$22K +430 +172%
WP
553
WealthShield Partners
North Carolina
$32.7K +$32.7K +640 New
SWC
554
Spectrum Wealth Counsel
Indiana
$32.4K +$1.79K +35 +6%
EWP
555
Elevation Wealth Partners
California
$30.4K -$8.99K -176 -23%
HIA
556
Harbor Investment Advisory
Maryland
$30K
BWAM
557
Boyd Watterson Asset Management
Ohio
$30K +$8.32K +163 +38%
IGWM
558
ICA Group Wealth Management
Colorado
$28.3K +$6.79K +133 +32%
GWSG
559
GPS Wealth Strategies Group
Colorado
$26K
BLC
560
Brown, Lisle/Cummings
Rhode Island
$25.5K
Jones Financial Companies
561
Jones Financial Companies
Missouri
$25.5K +$25.5K +500 New
CIA
562
Cape Investment Advisory
Georgia
$25.4K
NSIM
563
North Star Investment Management
Illinois
$25K
FFL
564
Financial Freedom LLC
Ohio
$24.1K +$204 +4 +0.9%
BIA
565
Bell Investment Advisors
California
$21.8K +$6.79K +133 +45%
DAM
566
Delta Asset Management
Tennessee
$21.7K
National Bank of Canada
567
National Bank of Canada
Quebec, Canada
$19.6K
FFWM
568
Future Financial Wealth Management
Ohio
$19.4K +$19.4K +379 New
CJ
569
Caitlin John
Michigan
$18.3K -$9.7K -190 -35%
FF
570
Friedenthal Financial
New Jersey
$17.9K +$868 +17 +5%
PB
571
Pinnacle Bancorp
Nebraska
$16.6K -$4.8K -94 -22%
PMFA
572
Plante Moran Financial Advisors
Michigan
$16K +$16K +313 New
NCM
573
Northwest Capital Management
Oregon
$15.1K
KFS
574
Kelly Financial Services
Massachusetts
$14.3K +$153 +3 +1%
ADL
575
Asset Dedication LLC
California
$14K