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iShares Floating Rate Bond ETF

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACI
201
Alpha Cubed Investments
California
$2.43M -$172K -3,361 -7%
BIA
202
Bigelow Investment Advisors
Maine
$2.33M +$55.2K +1,081 +2%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$2.32M -$937K -18,350 -29%
RFC
204
Regions Financial Corp
Alabama
$2.31M +$53.9K +1,055 +2%
DADC
205
D.A. Davidson & Co
Montana
$2.27M +$114K +2,240 +5%
PA
206
PFG Advisors
Arizona
$2.27M +$341K +6,671 +18%
GKWIM
207
Gerber Kawasaki Wealth & Investment Management
California
$2.22M +$511K +9,999 +30%
AWA
208
Arete Wealth Advisors
Illinois
$2.21M +$420K +8,227 +24%
VRM
209
Vectors Research Management
New York
$2.17M -$406K -7,956 -16%
Principal Financial Group
210
Principal Financial Group
Iowa
$2.15M +$950K +18,600 +79%
DWP
211
Destiny Wealth Partners
Florida
$2.15M -$45.3K -886 -2%
CAM
212
Cresset Asset Management
Illinois
$2.14M -$485K -9,498 -18%
GWANC
213
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.14M +$239K +4,669 +13%
WFPG
214
Waller Financial Planning Group
Ohio
$2.13M -$267K -5,233 -11%
FFA
215
Farther Finance Advisors
California
$2.1M +$257K +5,047 +14%
ES
216
ETF Store
Kansas
$2.09M -$1.38M -27,010 -40%
BA
217
Bluesphere Advisors
Pennsylvania
$2.02M -$98.8K -1,933 -5%
LIM
218
Leavell Investment Management
Alabama
$2M +$132K +2,574 +7%
DCM
219
Donaldson Capital Management
Indiana
$1.99M +$298K +5,833 +18%
BCI
220
Brinker Capital Investments
Pennsylvania
$1.99M -$41.4K -810 -2%
OPS
221
Orion Portfolio Solutions
Nebraska
$1.99M -$41.4K -810 -2%
OWA
222
Octavia Wealth Advisors
Ohio
$1.96M +$61.9K +1,212 +3%
GRP
223
Global Retirement Partners
California
$1.95M -$1.85M -36,212 -49%
NP
224
Nilsine Partners
Colorado
$1.95M +$82.4K +1,613 +4%
RA
225
RiverTree Advisors
Florida
$1.93M -$29.4K -575 -1%