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iShares Floating Rate Bond ETF

547 hedge funds and large institutions have $5.68B invested in iShares Floating Rate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 260 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-17
Holders Change %
-3.01%
% of All Funds
11.86%
Holding in Top 10
59
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-30.59%
% of All Funds
1.28%
New
51
Increased
173
Reduced
260
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
76
Signet Financial Management
New Jersey
$11M +$14K +275 +0.1%
AI
77
Atria Investments
North Carolina
$11M +$1.23M +24,155 +13%
BC
78
Bartlett & Co
Ohio
$10.9M -$128K -2,510 -1%
BCWM
79
Bartlett & Co Wealth Management
Ohio
$10.9M -$128K -2,510 -1%
SBWM
80
Sunflower Bank Wealth Management
Arizona
$10.8M +$236K +4,635 +2%
HH
81
Hilltop Holdings
Texas
$10.7M +$2.15M +42,228 +25%
LG
82
Leuthold Group
Minnesota
$10.6M -$5.18M -101,763 -33%
State Street
83
State Street
Massachusetts
$10.3M +$600K +11,791 +6%
MIA
84
MainStreet Investment Advisors
Illinois
$10.2M +$4.84M +95,115 +90%
Kovitz Investment Group Partners
85
Kovitz Investment Group Partners
Illinois
$10.1M +$5.92M +116,358 +141%
LNC
86
Lincoln National Corp
Pennsylvania
$10.1M +$2.8M +55,004 +38%
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$10M +$449K +8,815 +5%
WF
88
WealthTrust Fairport
Ohio
$10M -$181K -3,547 -2%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$9.57M -$38.8M -761,716 -80%
GJIC
90
Gamble Jones Investment Counsel
California
$9.54M +$996K +19,561 +12%
CAGAS
91
Capital Advisory Group Advisory Services
Minnesota
$9.5M -$503K -9,885 -5%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$9.49M +$4.09M +80,400 +76%
CCFCSB
93
Cape Cod Five Cents Savings Bank
Massachusetts
$9.4M +$764K +15,004 +9%
PA
94
Pinnacle Associates
New York
$9.14M -$2.72M -53,396 -23%
PA
95
Probity Advisors
Texas
$9.04M -$210K -4,128 -2%
ASN
96
Advisory Services Network
Georgia
$8.87M -$453K -8,893 -5%
JWM
97
Jackson Wealth Management
Florida
$8.74M -$1.3M -25,621 -13%
BAAM
98
Baker Avenue Asset Management
California
$8.72M -$7.25M -142,331 -45%
PAMG
99
Patton Albertson Miller Group
Tennessee
$8.7M -$3.54M -69,447 -29%
RCA
100
Rowland Carmichael Advisors
Arizona
$8.7M +$2.14M +41,988 +33%