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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 %
SCA
201
Snowden Capital Advisors
New York
$2.76M -$527K -10,456 -16%
1832 Asset Management
202
1832 Asset Management
Ontario, Canada
$2.67M +$179K +3,562 +7%
AAS
203
Ameritas Advisory Services
Nebraska
$2.62M +$76.3K +1,510 +3%
PFP
204
Pinnacle Financial Partners
Tennessee
$2.57M -$208K -4,135 -7%
SAM
205
Securian Asset Management
Minnesota
$2.52M
COCM
206
Charter Oak Capital Management
New Hampshire
$2.5M +$907 +18 +0%
GPA
207
Guidance Point Advisors
Massachusetts
$2.49M -$189K -3,758 -7%
PL
208
Protective Life
Alabama
$2.47M
OCM
209
One Capital Management
California
$2.46M +$962K +19,092 +64%
BA
210
Bluesphere Advisors
Pennsylvania
$2.46M -$1.4M -27,722 -36%
BAM
211
Belpointe Asset Management
Nevada
$2.38M -$2.59M -51,444 -52%
ZIM
212
Zacks Investment Management
Illinois
$2.37M -$1.3M -25,747 -35%
BFO
213
Boston Family Office
Massachusetts
$2.37M +$24.7K +490 +1%
LCWP
214
Legacy Capital Wealth Partners
Arkansas
$2.35M +$2.35M +46,651 New
BS
215
Banco Santander
Spain
$2.34M -$33.8K -670 -1%
FUBT
216
First United Bank & Trust
Maryland
$2.33M -$747K -14,831 -24%
CB
217
Cadence Bank
Mississippi
$2.3M -$221K -4,386 -9%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$2.3M -$198K -3,927 -8%
AWA
219
Arkadios Wealth Advisors
Georgia
$2.29M +$1.56M +30,881 +211%
CWM
220
Cornerstone Wealth Management
Missouri
$2.28M +$2.28M +45,177 New
VWA
221
Visionary Wealth Advisors
Illinois
$2.27M -$5.72M -113,488 -72%
BIA
222
Bigelow Investment Advisors
Maine
$2.26M -$2.43M -48,376 Closed
FANJ
223
Financial Architects (New Jersey)
New Jersey
$2.19M +$688K +13,649 +46%
DIA
224
Davidson Investment Advisors
Montana
$2.19M +$2.19M +43,484 New
Prudential Financial
225
Prudential Financial
New Jersey
$2.13M -$21.9M -434,137 -91%