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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 %
ACM
176
Ascendant Capital Management
California
$3.53M +$3.53M +70,000 New
PCP
177
Proficio Capital Partners
Massachusetts
$3.53M +$2.65M +52,514 +301%
Millennium Management
178
Millennium Management
New York
$3.48M +$2.06M +40,793 +144%
Citadel Advisors
179
Citadel Advisors
Florida
$3.43M +$3.43M +68,090 New
RAM
180
Riggs Asset Management
Pennsylvania
$3.42M -$4.56M -90,535 -57%
William Blair & Company
181
William Blair & Company
Illinois
$3.41M -$1.21M -24,000 -26%
MSAM
182
Moloney Securities Asset Management
Missouri
$3.38M +$1.79M +35,579 +113%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$3.32M +$111K +2,205 +3%
ES
184
ETF Store
Kansas
$3.24M -$229K -4,548 -7%
CAS
185
Coppell Advisory Solutions
Texas
$3.23M +$3.03M +60,057 +1,483%
CASC
186
Coppell Advisory Solutions Corp
Texas
$3.23M +$3.03M +60,057 +1,483%
DWP
187
Destiny Wealth Partners
Florida
$3.17M -$347K -6,877 -10%
CS
188
Comerica Securities
Michigan
$3.07M -$6.1M -121,059 -66%
EWA
189
EverSource Wealth Advisors
Alabama
$3.07M +$3.07M +60,939 New
PGAM
190
Princeton Global Asset Management
New Jersey
$3.06M +$62.6K +1,243 +2%
WFPG
191
Waller Financial Planning Group
Ohio
$3.05M -$13.8M -273,664 -82%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$2.99M -$2.49M -49,405 -45%
VRM
193
Vectors Research Management
New York
$2.95M -$74.7K -1,482 -2%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$2.93M +$1.11M +21,941 +61%
VFO
195
Virtus Family Office
Texas
$2.92M +$910K +18,058 +45%
HC
196
HNP Capital
New York
$2.83M -$102K -2,034 -3%
HPM
197
Hudson Portfolio Management
New York
$2.8M +$22.4K +445 +0.8%
MCA
198
MSH Capital Advisors
Arizona
$2.79M -$107K -2,117 -4%
RFC
199
Regions Financial Corp
Alabama
$2.79M -$75.1K -1,490 -3%
CAAS
200
Capital Asset Advisory Services
Michigan
$2.77M -$39.1K -775 -1%