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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 %
SWA
451
Sutton Wealth Advisors
Florida
$1.62K -$4.96K -98 -75%
LAS
452
Lloyd Advisory Services
Georgia
$1K -$1.57K -36 -61%
JCM
453
Jacobi Capital Management
Pennsylvania
$1K – – –
KPW
454
Kore Private Wealth
New York
$1K – – –
WIM
455
Westside Investment Management
California
$119 – – –
Verition Fund Management
456
Verition Fund Management
Connecticut
– -$48.4M -992,925 Closed
PP
457
Prudential plc
United Kingdom
– -$20.2M -414,107 Closed
LCM
458
Landscape Capital Management
New Jersey
– -$10.7M -218,660 Closed
QCMC
459
Quantum Capital Management (California)
California
– -$6.03M -123,563 Closed
MWM
460
MinichMacGregor Wealth Management
New York
– -$3.26M -65,407 Closed
AWMS
461
Advocacy Wealth Management Services
Georgia
– -$2.53M -51,801 Closed
LNB
462
Ledyard National Bank
– -$2.38M -48,869 Closed
ETS
463
ESL Trust Services
New York
– -$1.58M -32,700 Closed
BRWM
464
B. Riley Wealth Management
Tennessee
– -$1.54M -31,487 Closed
CCG
465
Cypress Capital Group
Florida
– -$1.01M -20,645 Closed
FNT
466
First National Trust
Pennsylvania
– -$912K -18,707 Closed
CA
467
Clearstead Advisors
Ohio
– -$905K -18,560 Closed
CG
468
Colony Group
Massachusetts
– -$902K -18,512 Closed
LG
469
Leuthold Group
Minnesota
– -$886K -18,173 Closed
MBT
470
Montecito Bank & Trust
California
– -$777K -15,940 Closed
WANY
471
Wealthspire Advisors (New York)
New York
– -$751K -15,416 Closed
SSWM
472
Sheets Smith Wealth Management
North Carolina
– -$688K -14,124 Closed
IAP
473
Indie Asset Partners
Indiana
– -$609K -12,500 Closed
TD Asset Management
474
TD Asset Management
Ontario, Canada
– -$585K -11,459 Closed
HIC
475
Holderness Investments Company
North Carolina
– -$540K -11,075 Closed
17 18
19
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