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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 %
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$109K – – –
IF
402
Ironwood Financial
Arizona
$107K +$75.1K +1,485 +235%
CIAS
403
Capital Investment Advisory Services
North Carolina
$105K -$157K -3,110 -60%
LWM
404
Liberty Wealth Management
California
$89K +$963 +19 +1%
CAC
405
Certified Advisory Corp
Florida
$88K +$40.7K +802 +86%
GEA
406
Glen Eagle Advisors
New Jersey
$84.4K – – –
PB
407
Pinnacle Bancorp
Nebraska
$79K +$65.6K +1,295 +489%
FWP
408
FAS Wealth Partners
Kansas
$76K -$13.2M -260,258 -99%
BWA
409
BDO Wealth Advisors
Florida
$73K – – –
HR
410
Howe & Rusling
New York
$67K +$15.2K +302 +29%
APWA
411
Atlas Private Wealth Advisors
New Jersey
$55K +$55K +1,090 New
EP
412
Eudaimonia Partners
Tennessee
$54K +$54K +1,062 New
TFGT
413
TS Financial Group (TSFG)
Illinois
$53K -$102K -2,030 -66%
BCV
414
Banque Cantonale Vaudoise
Switzerland
$51K – – –
BWP
415
Baldwin Wealth Partners
Massachusetts
$50K – – –
PCTC
416
Perkins Coie Trust Company
Washington
$49K – – –
LS
417
Leelyn Smith
Illinois
$45K -$20.4K -408 -31%
TF
418
TimeScale Financial
Massachusetts
$45K +$51 +1 +0.1%
PGAM
419
Princeton Global Asset Management
New Jersey
$44K – – –
ADL
420
Asset Dedication LLC
California
$43K – – –
HS
421
Horan Securities
United States
$42K -$6.54K -129 -13%
TC
422
Truvestments Capital
Florida
$40K +$40K +800 New
WT
423
Washington Trust
Rhode Island
$37K -$97.5K -1,950 -72%
BFC
424
Bedel Financial Consulting
Indiana
$34K – – –
CL
425
Cabana LLC
Arkansas
$34K +$34K +668 New
15 16
17
18 19