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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 %
HAIM
101
Hunter Associates Investment Management
Pennsylvania
$7.06M +$1.23M +24,437 +21%
PAMS
102
Pictet Asset Management (Switzerland)
Switzerland
$7.01M +$7.01M +139,190 New
SC
103
Sierra Capital
Florida
$6.99M +$1.91M +37,836 +38%
RA
104
Rise Advisors
New York
$6.94M -$336K -6,659 -5%
CTA
105
Colonial Trust Advisors
South Carolina
$6.89M +$198K +3,921 +3%
OAM
106
Occidental Asset Management
California
$6.59M +$6.59M +130,721 New
WPC
107
White Pine Capital
Minnesota
$6.55M +$1.09M +21,646 +20%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$6.5M -$1.14M -22,589 -15%
CCG
109
Chatham Capital Group
Georgia
$6.48M -$203K -4,020 -3%
BIP
110
Blueprint Investment Partners
North Carolina
$6.39M -$3.08M -61,199 -33%
SPP
111
Single Point Partners
Massachusetts
$6.29M +$115K +2,288 +2%
FAM
112
Forte Asset Management
New York
$6.27M +$1.04M +20,596 +20%
OC
113
Oppenheimer & Co
New York
$6.23M -$1.59M -31,486 -20%
Creative Planning
114
Creative Planning
Kansas
$6.09M -$404K -8,018 -6%
FC
115
FCA Corp
Texas
$5.85M +$77.2K +1,533 +1%
FHA
116
Flagship Harbor Advisors
Massachusetts
$5.81M +$900K +17,856 +18%
AIM
117
Astor Investment Management
Illinois
$5.8M -$29.7M -589,684 -84%
BRWA
118
B. Riley Wealth Advisors
Florida
$5.71M +$35.6K +707 +0.6%
CA
119
Cetera Advisors
Colorado
$5.68M -$5.26M -104,335 -48%
FHB
120
First Hawaiian Bank
Hawaii
$5.58M +$497K +9,868 +10%
SPIA
121
Steward Partners Investment Advisory
New York
$5.52M +$136K +2,708 +3%
AAS
122
Avantax Advisory Services
Texas
$5.49M +$1.96M +38,936 +56%
TB
123
Treynor Bancshares
Iowa
$5.49M +$116K +2,298 +2%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$5.47M -$365K -7,235 -6%
GWM
125
GSB Wealth Management
Connecticut
$5.42M +$1.46M +28,923 +37%