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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 %
BWCS
126
Beirne Wealth Consulting Services
Connecticut
$5.39M +$265K +5,262 +5%
JIP
127
Jaffetilchin Investment Partners
Florida
$5.33M -$8.79M -174,469 -62%
PFWA
128
Paces Ferry Wealth Advisors
Georgia
$5.31M +$5.31M +105,331 New
HC
129
Hoese & Co
Minnesota
$5.28M -$165K -3,252 -3%
CW
130
CreativeOne Wealth
Kansas
$5.26M -$3.63M -71,996 -41%
PAG
131
Private Advisor Group
New Jersey
$5.23M -$481K -9,555 -8%
KNW
132
Kesler Norman & Wride
Utah
$5.18M -$416K -8,251 -7%
SWM
133
Seed Wealth Management
Illinois
$5.14M +$296K +5,875 +6%
SRWM
134
Shira Ridge Wealth Management
California
$5.1M -$934K -18,536 -15%
FAT
135
First American Trust
California
$5.06M +$218K +4,325 +5%
CAGAS
136
Capital Advisory Group Advisory Services
Minnesota
$4.81M +$260K +5,157 +6%
MIA
137
MMBG Investment Advisors
Florida
$4.8M -$292K -5,800 -6%
UCFA
138
United Capital Financial Advisors
Texas
$4.73M +$118K +2,339 +3%
BCM
139
BlueCrest Capital Management
Jersey
$4.72M -$41.4M -822,391 -90%
WI
140
WrapManager Inc
California
$4.66M +$103K +2,044 +2%
VCA
141
Verdence Capital Advisors
Maryland
$4.64M -$106K -2,109 -2%
PCA
142
Prosperity Capital Advisors
Ohio
$4.62M +$4.62M +91,587 New
WFS
143
Weitzel Financial Services
Iowa
$4.56M -$1.61M -32,008 -26%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$4.52M +$1.73M +34,239 +62%
WCG
145
Weaver Consulting Group
California
$4.51M +$4.51M +89,481 New
OWA
146
Octavia Wealth Advisors
Ohio
$4.48M -$2.96M -58,729 -40%
LG
147
Leuthold Group
Minnesota
$4.45M -$22.3K -443 -0.5%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$4.38M -$20.6K -408 -0.5%
RA
149
RFG Advisory
Alabama
$4.37M +$3.9M +77,443 +835%
SA
150
Scarborough Advisors
Maryland
$4.34M -$71K -1,409 -2%