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iShares Floating Rate Bond ETF

665 hedge funds and large institutions have $5.97B invested in iShares Floating Rate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 300 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
11.5%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.11%
New
76
Increased
216
Reduced
300
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
C
626
Covestor
United Kingdom
$26K +$26K +521 New
BLC
627
Brown, Lisle/Cummings
Rhode Island
$25.1K
NSIM
628
North Star Investment Management
Illinois
$25K
PWM
629
Provident Wealth Management
Tennessee
$23K -$1.49K -30 -6%
MA
630
MCF Advisors
Kentucky
$22K -$112K -2,204 -84%
OLVIG
631
Oliver Lagore Vanvalin Investment Group
Michigan
$18K +$18K +354 New
PB
632
Pinnacle Bancorp
Nebraska
$16K -$65K -1,300 -80%
PFA
633
Professional Financial Advisors
Nebraska
$16K +$101 +2 +0.6%
IAS
634
IMA Advisory Services
Colorado
$16K +$12K +243 +300%
RG
635
Retirement Group
California
$15K
MOS
636
MGO One Seven
Ohio
$14.2K +$12.1K +121,068 +583%
TFGT
637
TS Financial Group (TSFG)
Illinois
$14K +$52 +1 +0.4%
FCMT
638
Founders Capital Management (Texas)
Texas
$13K
BFEC
639
Benjamin F. Edwards & Company
Missouri
$13K +$49 +1 +0.4%
KFS
640
Kelly Financial Services
Massachusetts
$13K +$50 +1 +0.4%
BBHC
641
Brown Brothers Harriman & Co
New York
$12K +$5.87K +115 +96%
OC
642
Oakworth Capital
Alabama
$12K +$12K +231 New
MCM
643
MV Capital Management
Maryland
$10K -$25.9M -497,205 -100%
TCOV
644
Trust Company of Vermont
Vermont
$10K +$5.61K +115 +128%
AAP
645
Arax Advisory Partners
Colorado
$9K -$12.5K -256 -58%
CSB
646
City State Bank
Iowa
$9K
TWA
647
TCI Wealth Advisors
Arizona
$9K +$9K +188 New
Bank of Montreal
648
Bank of Montreal
Ontario, Canada
$8.72K -$1.78K -35,157 -17%
OPW
649
Oxler Private Wealth
New York
$7.35K +$7.35K +75 New
HBW
650
Hazlett, Burt & Watson
West Virginia
$6K -$33.3K -705 -85%