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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 %
SIM
326
SSI Investment Management
California
$545K +$42.1K +825 +8%
FHC
327
First Horizon Corporation
Tennessee
$543K
EVM
328
Eaton Vance Management
Massachusetts
$538K
BHB
329
Bank Hapoalim BM
Israel
$534K -$553K
GRP
330
Global Retirement Partners
California
$527K -$133K -2,614 -20%
CCM
331
Covington Capital Management
California
$525K
CWA
332
Clarus Wealth Advisors
Arizona
$519K +$73.2K +1,440 +16%
IWC
333
Integrated Wealth Concepts
Massachusetts
$516K -$87.3K -1,718 -14%
SWP
334
Stratos Wealth Partners
Ohio
$512K -$4.88K -96 -0.9%
EA
335
Efficient Advisors
Ohio
$510K -$140K -2,744 -21%
MHIC
336
Marble Harbor Investment Counsel
Massachusetts
$508K +$508K +10,000 New
WP
337
WealthShield Partners
North Carolina
$505K +$465K +9,158 +1,173%
Prudential Financial
338
Prudential Financial
New Jersey
$499K -$187K -3,685 -27%
ATPW
339
Ashton Thomas Private Wealth
Arizona
$498K +$139K +2,742 +39%
WAM
340
Weatherly Asset Management
California
$491K
AWM
341
Altavista Wealth Management
North Carolina
$489K
AA
342
Argent Advisors
Louisiana
$485K +$13.6K +268 +3%
WT
343
Whittier Trust
California
$484K
TIA
344
Traphagen Investment Advisors
New Jersey
$477K
GVAG
345
Great Valley Advisor Group
Delaware
$461K +$461K +9,068 New
GCA
346
Gradient Capital Advisors
California
$455K
CIAS
347
Capital Investment Advisory Services
North Carolina
$445K +$1.42K +28 +0.3%
LGA
348
Lebenthal Global Advisors
New York
$442K
EBA
349
Eagle Bay Advisors
New York
$439K +$439K +7,242 New
LIM
350
Loudon Investment Management
New Hampshire
$438K +$112K +2,200 +34%