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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 %
GRP
251
Global Retirement Partners
California
$798K -$124K -2,448 -13%
PIMG
252
Patriot Investment Management Group
Tennessee
$787K +$3.44K +68 +0.4%
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$780K – – –
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$772K -$227K -4,482 -23%
OFG
255
Omega Financial Group
California
$726K +$726K +14,354 New
LFA
256
Lighthouse Financial Advisors
Maryland
$711K +$711K +14,063 New
LTI
257
Laffer Tengler Investments
Tennessee
$705K -$24.4K -483 -3%
ECM
258
Evergreen Capital Management
Washington
$697K -$5.87K -116 -0.8%
CCM
259
Chilton Capital Management
Texas
$662K -$10.9K -215 -2%
EIP
260
Ellis Investment Partners
Pennsylvania
$660K +$65.6K +1,298 +11%
WSCM
261
Wellington Shields Capital Management
New York
$653K – – –
PA
262
Paracle Advisors
Washington
$648K +$648K +12,813 New
CSA
263
Cottage Street Advisors
Massachusetts
$638K -$49.7K -981 -7%
SRC
264
Sage Rhino Capital
California
$637K +$637K +12,584 New
HCM
265
Hollencrest Capital Management
California
$636K – – –
SAM
266
Summit Asset Management
Tennessee
$636K +$11K +218 +2%
CCG
267
Ceeto Capital Group
Florida
$632K -$101K -2,000 -14%
IWC
268
Integrated Wealth Concepts
Massachusetts
$624K -$238K -4,706 -28%
SW
269
SVB Wealth
Massachusetts
$613K -$916K -18,091 -60%
CCT
270
Capital City Trust
Florida
$606K -$73.1K -1,445 -11%
AF
271
Allworth Financial
California
$592K +$436K +8,623 +280%
VA
272
Valmark Advisers
Ohio
$592K +$592K +11,707 New
ONST
273
Old North State Trust
North Carolina
$586K – – –
EWM
274
Edge Wealth Management
New York
$585K – – –
APWM
275
Atlas Private Wealth Management
New York
$584K -$156K -3,078 -21%
9 10
11
12 13