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iShares Floating Rate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$156M
2
US Bancorp
2
US Bancorp
Minnesota
$108M
3
CFG
3
CNO Financial Group
Indiana
$25M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.2M
5
LPL Financial
5
LPL Financial
California
$125M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$111M
2
BlackRock
2
BlackRock
New York
$232M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$92.7M
4
Bank of America
4
Bank of America
North Carolina
$465M
5
UBS Group
5
UBS Group
Switzerland
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPC
426
Rossmore Private Capital
Connecticut
$248K +$248K +4,883 New
KF
427
Krilogy Financial
Missouri
$247K +$152 +3 +0.1%
FRA
428
Front Row Advisors
California
$247K +$137K +2,709 +125%
LA
429
Latitude Advisors
Florida
$247K +$247K +4,858 New
OPWM
430
Oxinas Partners Wealth Management
Indiana
$246K -$966 -19 -0.4%
CWP
431
CFM Wealth Partners
Texas
$246K – – –
KFP
432
KMG Fiduciary Partners
Ohio
$244K – – –
BCM
433
Brookstone Capital Management
Illinois
$243K +$243K +4,784 New
CIM
434
Confluence Investment Management
Missouri
$242K – – –
VHAM
435
Van Hulzen Asset Management
California
$242K +$242K +4,765 New
OPA
436
Old Port Advisors
Maine
$241K +$241K +4,746 New
SS
437
Simplicity Solutions
Minnesota
$239K -$11.9K -235 -5%
JHCP
438
Jackson Hole Capital Partners
Oklahoma
$239K – – –
HPC
439
Hobart Private Capital
North Carolina
$239K +$16.5K +325 +7%
BFO
440
Biltmore Family Office
North Carolina
$235K +$235K +4,627 New
IF
441
Intrua Financial
Texas
$229K -$50.3K -993 -18%
AWE
442
Avidian Wealth Enterprises
Texas
$222K -$18.8K -370 -8%
AWA
443
Arete Wealth Advisors
Illinois
$220K -$236K -7,602 -52%
WJWM
444
Williams Jones Wealth Management
New York
$216K -$25K -493 -10%
LA
445
LexAurum Advisors
Kansas
$213K -$47.1K -927 -18%
BFA
446
Beaumont Financial Advisors
Massachusetts
$212K -$40.6K -800 -16%
MG
447
Mather Group
Illinois
$211K -$191K -3,760 -48%
LDFR
448
Lehman & Derafelo Financial Resources
Pennsylvania
$211K – – –
LFAS
449
Level Four Advisory Services
Texas
$210K -$22.5K -443 -10%
FEM
450
Fulcrum Equity Management
Texas
$207K -$4.16K -82 -2%
16 17
18
19 20