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iShares Floating Rate Bond ETF
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Overview Fund Activity

535 hedge funds and large institutions have $4B invested in iShares Floating Rate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 182 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+23
Holders Change %
+4.49%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
64
Increased
191
Reduced
182
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$149M
2
US Bancorp
US Bancorp
Minnesota
+$54.3M
3
CFG
CNO Financial Group
Indiana
+$25M
4
Renaissance Technologies
Renaissance Technologies
New York
+$21.2M
5
LPL Financial
LPL Financial
California
+$19M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
2
BlackRock
BlackRock
New York
-$47.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.5M
4
Bank of America
Bank of America
North Carolina
-$24.1M
5
UBS Group
UBS Group
Switzerland
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
226
White Pine Capital
Minnesota
$1.42M +$239K +4,699 +20%
PAG
227
Private Advisory Group
Washington
$1.37M +$92.3K +1,817 +7%
SAS
228
Sage Advisory Services
Texas
$1.36M – – –
VCWA
229
Vanguard Capital Wealth Advisors
Colorado
$1.34M +$1.63K +32 +0.1%
DFG
230
Demars Financial Group
Washington
$1.34M +$4.02K +79 +0.3%
WF
231
Welch & Forbes
Massachusetts
$1.33M +$1.02M +20,000 +320%
MWM
232
Marietta Wealth Management
Georgia
$1.33M -$964K -18,972 -42%
LWM
233
Laidlaw Wealth Management
New York
$1.31M +$106K +2,087 +9%
SFG
234
Snider Financial Group
Washington
$1.31M +$1.31M +25,753 New
FCIM
235
Fairview Capital Investment Management
California
$1.31M -$197K -3,875 -13%
PCM
236
Parsons Capital Management
Rhode Island
$1.3M +$48.5K +954 +4%
HI
237
Harbour Investments
Wisconsin
$1.28M -$382K -7,516 -23%
PAS
238
Park Avenue Securities
New York
$1.28M -$1.92M -37,787 -60%
BS
239
Banco Santander
Spain
$1.27M +$3.66K +72 +0.3%
ASN
240
Advisory Services Network
Georgia
$1.27M +$627K +12,335 +97%
DWT
241
Dorsey & Whitney Trust
South Dakota
$1.27M -$7.88M -155,000 -86%
SP
242
Sarasin & Partners
United Kingdom
$1.27M – – –
NA
243
NewEdge Advisors
Louisiana
$1.25M -$298K -5,854 -19%
VFA
244
Values First Advisors
Tennessee
$1.24M +$37.6K +740 +3%
WB
245
WesBanco Bank
West Virginia
$1.23M -$1.57K -31 -0.1%
PA
246
Pinnacle Associates
New York
$1.23M +$1.23M +24,268 New
1WA
247
180 Wealth Advisors
Washington
$1.23M -$73K -1,438 -6%
GM
248
GeoWealth Management
Illinois
$1.22M +$1.22M +23,954 New
Bank Julius Baer & Co
249
Bank Julius Baer & Co
Switzerland
$1.21M -$448K -8,814 -27%
SIA
250
Strategic Investment Advisors
Michigan
$1.19M +$151K +2,962 +15%
8 9
10
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