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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 %
AWM
301
Altavista Wealth Management
North Carolina
$463K -$11.7K -231 -2%
FUBT
302
First United Bank & Trust
Maryland
$460K -$360K -7,101 -44%
SPI
303
Santori & Peters Inc
Pennsylvania
$453K +$453K +8,965 New
BRWA
304
B. Riley Wealth Advisors
Florida
$450K -$95.6K -1,888 -18%
EDRH
305
Edmond de Rothschild Holding
Switzerland
$450K – – –
DWM
306
Dakota Wealth Management
Florida
$434K +$434K +8,583 New
GC
307
Garde Capital
Washington
$430K – – –
SWM
308
Sugarloaf Wealth Management
Georgia
$429K -$201K -3,963 -32%
AWS
309
AJ Wealth Strategies
New York
$425K – – –
NFC
310
Northeast Financial Consultants
Connecticut
$422K +$1.82K +36 +0.4%
BAS
311
Brown Advisory Securities
Maryland
$416K -$31.3K -618 -7%
CA
312
Calton & Associates
Florida
$414K -$443K -8,763 -52%
SFM
313
Signet Financial Management
New Jersey
$413K -$202K -3,994 -33%
FNC
314
First National Corp
Massachusetts
$412K +$9.41K +186 +2%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$409K -$53.8K -1,064 -12%
IWM
316
IHT Wealth Management
Illinois
$400K -$156K -3,094 -28%
CBFP
317
Cedar Brook Financial Partners
Ohio
$400K -$30K -592 -7%
SWP
318
Strategic Wealth Partners
Ohio
$396K -$2.52M -49,804 -86%
AAS
319
Annex Advisory Services
Wisconsin
$387K -$37.3K -737 -9%
DWM
320
Darwin Wealth Management
Florida
$370K +$3.89K +77 +1%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$366K -$41.5K -821 -10%
DCM
322
Donaldson Capital Management
Indiana
$361K – – –
PFBT
323
Parkside Financial Bank & Trust
Missouri
$356K +$169K +3,330 +90%
CWA
324
Capital Wealth Alliance
Arizona
$355K -$808K -16,010 -69%
FPCM
325
Financial Partners Capital Management
New York
$355K -$2.02K -40 -0.6%
11 12
13
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