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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 %
MAWCM
626
Mine & Arao Wealth Creation & Management
California
$5.96K +$51 +1 +0.9%
MAWA
627
Moss Adams Wealth Advisors
Washington
$5.75K +$5.75K +114 New
SS
628
Sunbelt Securities
Texas
$4.94K +$4.94K +98 New
QPBE
629
Quintet Private Bank (Europe)
Luxembourg
$3.13K +$3.13K +62 New
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$1.56K +$1.56K +31 New
CP
631
Castleview Partners
Texas
$1.01K
BTI
632
Blue Trust Inc
Georgia
$1K
KFI
633
Key Financial Inc
Pennsylvania
$957 +$252 +5 +36%
SL
634
Savior LLC
Massachusetts
$884 +$49 +1 +6%
AWA
635
Artemis Wealth Advisors
New York
$726 +$104 +2 +17%
IHWM
636
Iron Horse Wealth Management
Iowa
$229
KWILP
637
Kiwi Wealth Investments Limited Partnership
New Zealand
-$33.4M -662,876 Closed
RCS
638
Retirement Capital Strategies
California
-$19.8M -393,117 Closed
VAS
639
Vestmark Advisory Solutions
Massachusetts
-$19.5M -387,935 Closed
Allianz Asset Management
640
Allianz Asset Management
Germany
-$12.1M -240,200 Closed
TWA
641
Tillar-Wenstrup Advisors
Ohio
-$11.2M -223,025 Closed
MW
642
MBL Wealth
North Carolina
-$8.6M -170,921 Closed
WF
643
Williams Financial
Vermont
-$8.22M -163,294 Closed
CWA
644
Centennial Wealth Advisory
Michigan
-$8.2M -162,971 Closed
JF
645
JSF Financial
California
-$6.7M -133,160 Closed
BEC
646
Blue Edge Capital
Virginia
-$6.23M -123,724 Closed
BIAS
647
Beacon Investment Advisory Services
New Jersey
-$6.13M -121,864 Closed
RWA
648
Redhawk Wealth Advisors
Minnesota
-$5.09M -101,092 Closed
GM
649
GeoWealth Management
Illinois
-$4.54M -90,282 Closed
SFS
650
Sowell Financial Services
Arkansas
-$4.25M -84,448 Closed