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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 %
VAMG
576
Voisard Asset Management Group
Michigan
$10.9K
ITIM
577
Indiana Trust & Investment Management
Indiana
$10.2K -$5.11K -100 -33%
TFGT
578
TS Financial Group (TSFG)
Illinois
$10K -$4.08K -80 -29%
C
579
Covestor
United Kingdom
$8K -$7.13K -140 -47%
PCM
580
Penserra Capital Management
California
$7K +$187 +4 +3%
MAWCM
581
Mine & Arao Wealth Creation & Management
California
$6.4K +$51 +1 +0.8%
PCTC
582
Perkins Coie Trust Company
Washington
$6.38K
RFS
583
Richardson Financial Services
Massachusetts
$6.26K +$611 +12 +11%
HWA
584
HHM Wealth Advisors
Tennessee
$6.13K
HBW
585
Hazlett, Burt & Watson
West Virginia
$6K
CPG
586
Cornerstone Planning Group
New Jersey
$5.46K +$51 +1 +0.9%
PCWA
587
Pacific Capital Wealth Advisors
California
$5.11K
SS
588
Sunbelt Securities
Texas
$5K
PWA
589
Provenance Wealth Advisors
Florida
$4.03K
PWM
590
Provident Wealth Management
Tennessee
$3.22K -$1.63K -32 -34%
QPBE
591
Quintet Private Bank (Europe)
Luxembourg
$3.15K -$466 -8 -13%
IPW
592
Impact Partnership Wealth
Georgia
$2.55K
FGAM
593
Financial Gravity Asset Management
Texas
$2.5K +$2.5K +49 New
NS
594
NBC Securities
Alabama
$2K -$17.7K -496 -90%
GFPC
595
Global Financial Private Client
Florida
$1.32K -$251K -4,937 -99%
CIM
596
Contravisory Investment Management
Massachusetts
$1.28K
HFS
597
Hantz Financial Services
Michigan
$1K +$1K +15 New
KFI
598
Key Financial Inc
Pennsylvania
$970
IHWM
599
Iron Horse Wealth Management
Iowa
$246
BMC
600
Bear Mountain Capital
Washington
$204