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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 %
YDMI
551
Y.D. More Investments
Israel
$161K +$1.9K +250 +1%
GEA
552
Glen Eagle Advisors
New Jersey
$152K +$76.3K +1,500 +101%
PS
553
Principal Securities
Iowa
$139K -$73.9K -1,452 -35%
CFB
554
Cullen/Frost Bankers
Texas
$136K +$28.6K +563 +27%
MCM
555
MAI Capital Management
Ohio
$133K +$133K +2,614 New
CA
556
Continuum Advisory
Idaho
$124K +$12.9K +253 +12%
AA
557
Addison Advisors
Vermont
$122K -$70.2K -1,380 -37%
WIM
558
Westside Investment Management
California
$120K
HCP
559
Hexagon Capital Partners
Arkansas
$117K
MIM
560
Marshall Investment Management
Colorado
$117K +$117K +2,289 New
ACA
561
Aptus Capital Advisors
Alabama
$115K -$2.54K -50 -2%
CSC
562
Cove Street Capital
California
$112K
AIC
563
Archer Investment Corporation
Indiana
$105K
PPC
564
Park Place Capital
Alabama
$102K
CWM
565
Cranbrook Wealth Management
Michigan
$100K
MCM
566
MidAtlantic Capital Management
Virginia
$100K +$100K +1,968 New
WBC
567
West Branch Capital
Massachusetts
$100K -$12.2K -240 -11%
GCM
568
Gables Capital Management
Florida
$99K
TWC
569
TD Waterhouse Canada
Ontario, Canada
$99K -$52.7K -1,035 -35%
PPWM
570
PFG Private Wealth Management
Florida
$89.5K
SWM
571
Spire Wealth Management
Virginia
$84.6K -$22.1K -434 -21%
FRA
572
Front Row Advisors
California
$82.1K +$10.2K +200 +14%
SWM
573
Sanctuary Wealth Management
Idaho
$81.3K +$13.5K +266 +20%
BWAM
574
Boyd Watterson Asset Management
Ohio
$70.8K +$49.2K +967 +228%
AIP
575
Ameritas Investment Partners
Nebraska
$70.6K