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iShares Floating Rate Bond ETF
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Overview Fund Activity

524 hedge funds and large institutions have $4.19B invested in iShares Floating Rate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 219 increasing their positions, 163 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-11
Holders Change %
-2.06%
% of All Funds
9.2%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.49%
New
37
Increased
219
Reduced
163
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$319M
2
LPL Financial
LPL Financial
California
$152M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$82.3M
4
DC
Davenport & Co
Virginia
$89.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$80.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$529K
3
WFS
Weitzel Financial Services
Iowa
$288K
4
CCM
Crabel Capital Management
California
$727K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
251
Guidance Point Advisors
Massachusetts
$1.1M +$204K +4,019 +23%
FAIM
252
Financial Advocates Investment Management
Washington
$1.06M +$171K +3,356 +19%
LNWWM
253
Laird Norton Wetherby Wealth Management
California
$1.04M -$37.1K -730 -3%
NAM
254
NTV Asset Management
West Virginia
$1.04M +$15.3K +300 +1%
MM
255
Meridian Management
Arkansas
$1.02M – – –
HWMA
256
Heritage Wealth Management (Arizona)
Arizona
$1.01M +$86.7K +1,705 +9%
FT
257
Fiduciary Trust
Massachusetts
$1.01M – – –
GA
258
GFS Advisors
Texas
$976K +$976K +19,200 New
SWA
259
Sightline Wealth Advisors
Connecticut
$946K – – –
WANY
260
Wealthspire Advisors (New York)
New York
$942K +$7.32K +144 +0.8%
MA
261
Mutual Advisors
Nebraska
$931K +$4.37K +86 +0.5%
GWM
262
Geneos Wealth Management
Colorado
$929K +$214K +4,218 +30%
SFG
263
Snider Financial Group
Washington
$926K -$382K -7,525 -29%
HF
264
HRT Financial
New York
$915K +$649K +12,778 +245%
SAM
265
Strategy Asset Managers
California
$875K +$23.4K +461 +3%
NL
266
NWAM LLC
Washington
$875K +$225K +4,424 +35%
BFS
267
Bickling Financial Services
Massachusetts
$865K -$23.3K -459 -3%
CFAM
268
Center For Asset Management
Florida
$857K -$71.4K -1,405 -8%
CCM
269
Chilton Capital Management
Texas
$854K +$29.8K +587 +4%
William Blair & Company
270
William Blair & Company
Illinois
$850K +$127K +2,500 +18%
CAG
271
Csenge Advisory Group
Florida
$847K -$124K -2,438 -13%
IC
272
Inscription Capital
Texas
$847K +$847K +16,663 New
LWM
273
Laidlaw Wealth Management
New York
$845K -$465K -9,151 -36%
BWA
274
Beam Wealth Advisors
Louisiana
$839K -$591K -11,623 -41%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$833K +$833K +16,387 New
9 10
11
12 13