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iShares Floating Rate Bond ETF
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Overview Fund Activity

453 hedge funds and large institutions have $3.2B invested in iShares Floating Rate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 225 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-23
Holders Change %
-4.83%
% of All Funds
9.31%
Holding in Top 10
29
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-36.96%
% of All Funds
0.6%
New
47
Increased
126
Reduced
225
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$8.07M
2
TWA
Tillar-Wenstrup Advisors
Ohio
+$7.72M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$6.86M
4
SS
Simplicity Solutions
Minnesota
+$6.23M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$5.37M

Top Sellers

1
Jane Street
Jane Street
New York
-$700M
2
Osaic Holdings
Osaic Holdings
Arizona
-$520M
3
BlackRock
BlackRock
New York
-$114M
4
Bank of America
Bank of America
North Carolina
-$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
226
Citigroup
New York
$998K -$805K -15,919 -45%
VFA
227
Values First Advisors
Tennessee
$998K +$7.18K +142 +0.7%
LI
228
LVZ Inc
Michigan
$988K -$4.62M -91,308 -82%
RJT
229
Raymond James Trust
Florida
$977K -$171K -3,385 -15%
CTC
230
Central Trust Company
Missouri
$966K +$451K +8,904 +87%
I
231
IberiaBank
Louisiana
$952K -$114K -2,263 -11%
ACA
232
Anchor Capital Advisors
Massachusetts
$939K -$593K -11,724 -39%
Bank Julius Baer & Co
233
Bank Julius Baer & Co
Switzerland
$934K +$56K +1,105 +6%
IA
234
IFP Advisors
Florida
$926K -$400K -7,947 -30%
PWW
235
Pettyjohn Wood & White
Virginia
$918K -$50.6K -1,000 -5%
SWP
236
Stratos Wealth Partners
Ohio
$908K -$283K -5,599 -24%
CAM
237
Concorde Asset Management
Michigan
$891K -$67K -1,323 -7%
DI
238
Disciplined Investments
Oklahoma
$890K -$9.91K -196 -1%
GWM
239
Geneos Wealth Management
Colorado
$881K -$563K -11,139 -39%
APP
240
Avantax Planning Partners
Iowa
$881K +$518K +10,230 +142%
MA
241
Mutual Advisors
Nebraska
$880K +$113K +2,242 +15%
DJSG
242
D.J. St. Germain
Massachusetts
$879K -$77.8K -1,538 -8%
CW
243
CreativeOne Wealth
Kansas
$875K +$20.8K +412 +2%
FHB
244
First Hawaiian Bank
Hawaii
$855K -$1.37M -27,020 -62%
BHB
245
Bank Hapoalim BM
Israel
$844K -$1.22M – –
VCA
246
Verdence Capital Advisors
Maryland
$837K -$200K -3,960 -19%
WP
247
WealthSource Partners
California
$809K +$272K +5,373 +51%
RCA
248
Rowland Carmichael Advisors
Arizona
$806K -$315K -6,220 -28%
WFM
249
Wolff Financial Management
Michigan
$804K +$292K +5,764 +57%
PFA
250
Paradigm Financial Advisors
Missouri
$802K +$152K +3,000 +23%
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