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iShares Floating Rate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GPA
276
Guidance Point Advisors
Massachusetts
$893K -$253K -4,986 -22%
BFS
277
Bickling Financial Services
Massachusetts
$888K -$215K -4,222 -19%
HWM
278
Hohimer Wealth Management
Washington
$877K +$422K +8,309 +93%
FAIM
279
Financial Advocates Investment Management
Washington
$866K -$336K -6,748 -28%
PWW
280
Pettyjohn Wood & White
Virginia
$865K -$48.3K -950 -5%
SAM
281
Strategy Asset Managers
California
$851K +$260K +5,116 +44%
CCM
282
Chilton Capital Management
Texas
$824K +$131K +2,573 +19%
DI
283
Disciplined Investments
Oklahoma
$818K +$36K +709 +5%
SRC
284
Sage Rhino Capital
California
$814K
FHB
285
First Hawaiian Bank
Hawaii
$801K -$85.5K -1,682 -10%
Allianz Asset Management
286
Allianz Asset Management
Germany
$798K -$10.2M -200,000 -93%
PFA
287
Paradigm Financial Advisors
Missouri
$797K -$51.4K -1,011 -6%
WP
288
WealthSource Partners
California
$774K -$172K -3,383 -18%
KFAA
289
Klaas Financial Asset Advisors
Illinois
$774K +$589K +11,587 +318%
William Blair & Company
290
William Blair & Company
Illinois
$723K +$112K +2,200 +18%
MCG
291
MACRO Consulting Group
New Jersey
$717K +$30K +590 +4%
GWM
292
Geneos Wealth Management
Colorado
$715K -$213K -4,189 -23%
GSEP
293
Golden State Equity Partners
California
$714K +$178K +3,507 +33%
APP
294
Avantax Planning Partners
Iowa
$699K
IWP
295
Icon Wealth Partners
Texas
$698K -$379K -7,459 -35%
RIA
296
Realta Investment Advisors
Delaware
$687K +$61.1K +1,201 +10%
VA
297
Valmark Advisers
Ohio
$682K -$90.8K -1,785 -12%
ECM
298
Evergreen Capital Management
Washington
$682K
APWM
299
Atlas Private Wealth Management
New York
$675K +$1.68K +33 +0.2%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$674K +$34.7K +683 +5%