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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 %
BWM
301
Birchcreek Wealth Management
Ohio
$678K +$77K +1,514 +13%
FTUS
302
Flow Traders U.S.
New York
$670K +$670K +13,169 New
CCG
303
Ceeto Capital Group
Florida
$661K – – –
CCM
304
Coldstream Capital Management
Washington
$651K – – –
WAM
305
Wilsey Asset Management
California
$643K -$2.53M -49,853 -80%
BBHBI
306
B, B, H, & B Inc
Alabama
$635K -$6.08M -119,567 -91%
COCM
307
Charter Oak Capital Management
New Hampshire
$635K -$28.7K -565 -4%
SWA
308
Sax Wealth Advisors
New Jersey
$635K – – –
CG
309
Colony Group
Massachusetts
$623K -$22.5K -443 -3%
APWM
310
Atlas Private Wealth Management
New York
$622K -$53.3K -1,049 -8%
SFG
311
Summit Financial Group
West Virginia
$618K +$192K +3,782 +45%
SCA
312
Snowden Capital Advisors
New York
$618K -$415K -8,156 -40%
JPLA
313
Joseph P. Lucia & Associates
New York
$612K +$412K +8,100 +206%
PGAM
314
Princeton Global Asset Management
New Jersey
$609K +$439K +8,632 +258%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$608K -$65.5K -1,290 -10%
AA
316
Argent Advisors
Louisiana
$607K +$98K +1,838 +19%
BAM
317
Barrett Asset Management
New York
$605K +$605K +11,898 New
SAM
318
Summit Asset Management
Tennessee
$596K – – –
CCT
319
Capital City Trust
Florida
$587K – – –
FHA
320
First Horizon Advisors
Tennessee
$585K +$542K +10,690 +1,264%
GVAG
321
Great Valley Advisor Group
Delaware
$581K +$120K +2,356 +26%
Comerica Bank
322
Comerica Bank
Texas
$579K +$150K +2,962 +35%
SGAM
323
Stephens Group Asset Management
Arkansas
$572K +$572K +11,249 New
BAS
324
Brown Advisory Securities
Maryland
$570K +$51 +1 +0%
BHB
325
Bank Hapoalim BM
Israel
$567K -$534K – –
11 12
13
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