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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
1
BlackRock
New York
$319M
2
LPL Financial
2
LPL Financial
California
$152M
3
BBVA
3
Banco Bilbao Vizcaya Argentaria
Spain
$82.3M
4
DC
4
Davenport & Co
Virginia
$89.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$80.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$529K
3
WFS
3
Weitzel Financial Services
Iowa
$288K
4
CCM
4
Crabel Capital Management
California
$727K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
426
CPWM LLC
Washington
$250K – – –
ATPW
427
Ashton Thomas Private Wealth
Arizona
$249K -$248K -4,885 -50%
TA
428
TrueWealth Advisors
Alabama
$249K -$13.4K -264 -5%
FRA
429
Front Row Advisors
California
$248K – – –
KF
430
Krilogy Financial
Missouri
$248K +$153 +3 +0.1%
IDA
431
Intelligence Driven Advisers
California
$247K -$85.1K -1,674 -26%
CWP
432
CFM Wealth Partners
Texas
$246K – – –
BTWM
433
Baker Tilly Wealth Management
Wisconsin
$246K +$41.8K +822 +20%
KFP
434
KMG Fiduciary Partners
Ohio
$244K – – –
BF
435
BOK Financial
Oklahoma
$244K +$244K +4,803 New
CIM
436
Confluence Investment Management
Missouri
$242K – – –
BCM
437
Brookstone Capital Management
Illinois
$241K -$2.19K -43 -0.9%
JHCP
438
Jackson Hole Capital Partners
Oklahoma
$239K – – –
VCM
439
Vivaldi Capital Management
Illinois
$236K -$99.8K -1,967 -30%
SG
440
StoneX Group
New York
$235K +$33.8K +664 +17%
VHAM
441
Van Hulzen Asset Management
California
$231K -$11.7K -230 -5%
RCA
442
Resonant Capital Advisors
Wisconsin
$231K +$231K +4,550 New
IF
443
Intrua Financial
Texas
$230K – – –
AWE
444
Avidian Wealth Enterprises
Texas
$222K +$51 +1 +0%
WJWM
445
Williams Jones Wealth Management
New York
$216K – – –
FHB
446
First Hawaiian Bank
Hawaii
$215K -$586K -11,522 -73%
LDFR
447
Lehman & Derafelo Financial Resources
Pennsylvania
$211K – – –
SWP
448
Strategic Wealth Partners
Ohio
$208K -$52.7K -1,036 -20%
CIA
449
Capital Investment Advisors
Georgia
$206K – – –
BW
450
Bison Wealth
Georgia
$205K +$457 +9 +0.2%
16 17
18
19 20