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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
$41.1M
2
TWA
Tillar-Wenstrup Advisors
Ohio
$7.72M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
$16.8M
4
SS
Simplicity Solutions
Minnesota
$7.7M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M

Top Sellers

1
Jane Street
Jane Street
New York
$57.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$34.7M
3
BlackRock
BlackRock
New York
$120M
4
Bank of America
Bank of America
North Carolina
$548M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
326
Mirae Asset Global Investments
South Korea
$354K – – –
AOWM
327
Alpha Omega Wealth Management
Virginia
$354K – – –
EH
328
Equitable Holdings
New York
$352K -$5.28M -104,266 -94%
LA
329
LexAurum Advisors
Kansas
$347K -$52.1K -1,029 -13%
MWP
330
MYCIO Wealth Partners
Pennsylvania
$341K – – –
PHS
331
Pekin Hardy Strauss
Illinois
$341K – – –
WT
332
Whittier Trust
California
$338K -$25.3K -500 -7%
ASN
333
Advisory Services Network
Georgia
$332K +$30.6K +606 +10%
NDSI
334
Newman Dignan & Sheerar Inc
Rhode Island
$328K +$708 +14 +0.2%
LWANC
335
Laurel Wealth Advisors (North Carolina)
North Carolina
$324K -$4.38M -86,585 -93%
HPC
336
Hobart Private Capital
North Carolina
$319K -$35.2K -696 -10%
William Blair & Company
337
William Blair & Company
Illinois
$317K – – –
WF
338
Welch & Forbes
Massachusetts
$316K – – –
FA
339
Fortis Advisors
Pennsylvania
$316K +$1.27K +25 +0.4%
Lido Advisors
340
Lido Advisors
California
$312K -$5.56K -110 -2%
KFP
341
KMG Fiduciary Partners
Ohio
$307K -$21.5K -425 -7%
HWM
342
Hohimer Wealth Management
Washington
$304K -$150K -2,975 -33%
FFA
343
First Foundation Advisors
California
$304K -$12.6K -250 -4%
LFAS
344
Level Four Advisory Services
Texas
$302K -$531K -10,430 -64%
PIA
345
Powell Investment Advisors
Florida
$300K – – –
CL
346
CPWM LLC
Washington
$282K -$501K -9,900 -64%
HR
347
Hayden Royal
North Carolina
$281K -$16.6K -328 -6%
LFG
348
LifePlan Financial Group
Ohio
$280K -$140K -2,763 -33%
WP
349
WealthPLAN Partners
Nebraska
$279K -$50.9K -1,003 -15%
SAS
350
Stelac Advisory Services
New York
$278K – – –
12 13
14
15 16