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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 %
SSC
576
Syverson Strege & Co
Iowa
$65.9K +$65.9K +1,308 New
HIA
577
Harbor Investment Advisory
Maryland
$65K
JWA
578
JFS Wealth Advisors
Pennsylvania
$59.2K
MHR
579
Matthew Hamilton Rosenberg
$56.9K
IA
580
IFS Advisors
Kansas
$50.4K
BFA
581
BBJS Financial Advisors
Washington
$50.1K
ONST
582
Old North State Trust
North Carolina
$46K
CIA
583
Cape Investment Advisory
Georgia
$43K +$43K +853 New
HGERS
584
Householder Group Estate & Retirement Specialist
Arizona
$39K +$39K +767 New
HCM
585
Hollencrest Capital Management
California
$34.6K
LWP
586
Lumature Wealth Partners
Georgia
$34K -$176K -3,498 -84%
FFA
587
Founders Financial Alliance
North Carolina
$31.3K
PCTC
588
Perkins Coie Trust Company
Washington
$29.7K
GFL
589
Granite FO LLC
New Hampshire
$28.1K
HS
590
Horan Securities
United States
$27.2K -$94.3K -1,871 -78%
SIS
591
Strategic Investment Solutions
Illinois
$25.7K +$25.7K +510 New
BLC
592
Brown, Lisle/Cummings
Rhode Island
$25.2K
NSIM
593
North Star Investment Management
Illinois
$24.7K
CA
594
Centerpoint Advisors
Massachusetts
$24K +$24K +479 New
PWM
595
Provident Wealth Management
Tennessee
$23.4K
PB
596
Pinnacle Bancorp
Nebraska
$23.1K -$9.37K -186 -29%
FFL
597
Financial Freedom LLC
Ohio
$22.9K +$22.9K +455 New
BWAM
598
Boyd Watterson Asset Management
Ohio
$21.4K -$3.78K -75 -15%
BWM
599
Baystate Wealth Management
Massachusetts
$20.4K +$20.4K +404 New
LF
600
Lee Financial
Texas
$20.2K -$89.2K -1,770 -82%