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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 %
COCM
301
Charter Oak Capital Management
New Hampshire
$664K -$47K -924 -7%
CCG
302
Ceeto Capital Group
Florida
$661K +$25.4K +500 +4%
PF
303
Phoenix Financial
Israel
$660K
HH
304
Hilltop Holdings
Texas
$660K +$192K +3,777 +41%
CSA
305
Cottage Street Advisors
Massachusetts
$652K +$10.4K +205 +2%
CCM
306
Coldstream Capital Management
Washington
$651K +$651K +12,813 New
NL
307
NWAM LLC
Washington
$650K +$276K +5,438 +74%
CG
308
Colony Group
Massachusetts
$645K -$112K -2,196 -15%
SWA
309
Sax Wealth Advisors
New Jersey
$634K +$46.2K +910 +8%
IA
310
Insight Advisors
Pennsylvania
$615K +$349K +6,884 +131%
BWM
311
Birchcreek Wealth Management
Ohio
$601K +$13.3K +262 +2%
SAM
312
Summit Asset Management
Tennessee
$596K
CCT
313
Capital City Trust
Florida
$587K -$34.6K -682 -6%
AF
314
Allworth Financial
California
$586K +$203 +4 +0%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$586K +$586K +11,523 New
RJT
316
Raymond James Trust
Florida
$576K +$2.59K +51 +0.5%
WQ
317
Wealth Quarterback
New Jersey
$576K +$576K +11,331 New
BFG
318
Barber Financial Group
Kansas
$574K +$574K +11,295 New
HFA
319
High Falls Advisors
New York
$570K -$66.5K -1,308 -10%
BAS
320
Brown Advisory Securities
Maryland
$569K
PIMG
321
Patriot Investment Management Group
Tennessee
$564K
NB
322
Northwest Bancshares
Pennsylvania
$561K
HCM
323
Hollencrest Capital Management
California
$560K -$99.5K -1,956 -15%
CIP
324
Capital Insight Partners
Arizona
$548K -$68.8K -1,353 -11%
SWP
325
Summit Wealth Partners
Florida
$546K