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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 %
WJA
51
Willis Johnson & Associates
Texas
$18M +$806K +15,999 +5%
CAN
52
Cetera Advisor Networks
California
$18M -$144K -2,853 -0.8%
LWM
53
LJI Wealth Management
Indiana
$15.4M +$583K +11,577 +4%
AF
54
Allworth Financial
California
$14.9M -$3.51M -69,610 -19%
State Street
55
State Street
Massachusetts
$14.8M +$56.3K +1,118 +0.4%
SPC
56
Sigma Planning Corp
Michigan
$13.2M -$1.3M -25,795 -9%
SC
57
Scotia Capital
Ontario, Canada
$12.8M -$1M -19,864 -7%
JIR
58
James Investment Research
Ohio
$12.3M -$5.03M -99,834 -29%
Stifel Financial
59
Stifel Financial
Missouri
$12M -$1.69M -33,577 -12%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$11.8M +$158K +3,132 +1%
PGA
61
Portland Global Advisors
Maine
$11.6M -$144K -2,855 -1%
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$11.5M -$773K -15,342 -6%
SWP
63
Stratos Wealth Partners
Ohio
$11.5M -$22.3M -441,573 -66%
M&T Bank
64
M&T Bank
New York
$11.3M -$1.37M -27,161 -11%
OIA
65
OneDigital Investment Advisors
Kansas
$10.9M +$2.34M +46,532 +28%
ERIM
66
Eagle Ridge Investment Management
Connecticut
$10.9M +$170K +3,369 +2%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$10.5M +$9.15M +181,496 +689%
SIM
68
SSI Investment Management
California
$10.3M +$1.09M +21,696 +12%
GSC
69
G&S Capital
Colorado
$10.3M +$10.3M +203,854 New
Lido Advisors
70
Lido Advisors
California
$10.3M +$6.64M +131,710 +183%
AP
71
Advisors Preferred
Maryland
$9.72M +$9.72M +193,309 New
LPIC
72
LeJeune Puetz Investment Counsel
Michigan
$9.68M -$530K -10,517 -5%
IFS
73
Ifrah Financial Services
Arkansas
$9.35M +$81.4K +1,616 +0.9%
MWC
74
MBM Wealth Consultants
Missouri
$9.26M
AWMG
75
Alliance Wealth Management Group
New Jersey
$9.19M +$1.51M +30,030 +20%