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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 %
KAS
151
Kestra Advisory Services
Texas
$4.29M -$8.17M -162,043 -66%
ACI
152
Alpha Cubed Investments
California
$4.26M -$2.86M -56,813 -40%
SIA
153
Schechter Investment Advisors
Michigan
$4.23M -$61K -1,211 -1%
WSTAM
154
Wilbanks Smith & Thomas Asset Management
Virginia
$4.19M -$721K -14,306 -15%
CT
155
Colonial Trust
South Carolina
$4.16M +$160K +3,168 +4%
MOS
156
MGO One Seven
Ohio
$4.12M -$880K -17,473 -18%
GC
157
Guggenheim Capital
Illinois
$4.1M -$228K -4,530 -5%
Principal Financial Group
158
Principal Financial Group
Iowa
$3.97M +$1.39M +27,675 +54%
FAP
159
Financial Advisory Partners
Florida
$3.97M +$53.4K +1,059 +1%
CTA
160
Chesley Taft & Associates
Illinois
$3.95M +$93.2K +1,850 +2%
OPWM
161
Oxinas Partners Wealth Management
Indiana
$3.94M +$25.1K +498 +0.6%
CIC
162
Canal Insurance Company
South Carolina
$3.93M
LG
163
LaFleur & Godfrey
Michigan
$3.88M -$210K -4,160 -5%
AF
164
Advisornet Financial
Minnesota
$3.85M +$1.28M +25,447 +50%
RIA
165
Regal Investment Advisors
Michigan
$3.84M -$76.5K -1,519 -2%
NA
166
NewEdge Advisors
Louisiana
$3.79M -$141K -2,807 -4%
ST
167
Smithfield Trust
Pennsylvania
$3.78M -$10.1K -200 -0.3%
CC
168
Courier Capital
New York
$3.73M -$374K -7,415 -9%
HNB
169
Huntington National Bank
Ohio
$3.71M -$4.11M
TF
170
Trek Financial
Arizona
$3.71M +$3.1M +61,513 +511%
MMA
171
Miracle Mile Advisors
California
$3.69M +$760K +15,073 +26%
MAM
172
MMA Asset Management
Pennsylvania
$3.67M +$175K +3,467 +5%
AFA
173
American Financial Advisors
Georgia
$3.61M -$84.9K -1,684 -2%
PAG
174
Private Advisory Group
Washington
$3.58M +$414K +8,218 +13%
UFA
175
US Financial Advisors
Massachusetts
$3.58M +$152K +3,018 +4%