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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 %
LWM
476
Liberty Wealth Management
California
$83K -$6.16K -121 -7%
IF
477
Ironwood Financial
Arizona
$75K
BWA
478
BDO Wealth Advisors
Florida
$73K
FFA
479
Founders Financial Alliance
North Carolina
$70K
SSC
480
Syverson Strege & Co
Iowa
$67K +$51 +1 +0.1%
SSB
481
Sandy Spring Bank
Maryland
$67K +$67K +1,316 New
GEA
482
Glen Eagle Advisors
New Jersey
$66.8K
BWL
483
Bogart Wealth LLC
Virginia
$65K +$40.8K +806 +169%
AWA
484
Arkadios Wealth Advisors
Georgia
$59K
MHR
485
Matthew Hamilton Rosenberg
$57K
CAL
486
Capital Analysts LLC
Pennsylvania
$55K -$15.3K -300 -22%
PB
487
Pinnacle Bancorp
Nebraska
$52K +$15K +296 +40%
HIA
488
Harbor Investment Advisory
Maryland
$52K +$19.9K +392 +62%
GCM
489
Gables Capital Management
Florida
$51K
BWP
490
Baldwin Wealth Partners
Massachusetts
$50K
PCTC
491
Perkins Coie Trust Company
Washington
$49K
HCP
492
Hexagon Capital Partners
Arkansas
$47K
ADL
493
Asset Dedication LLC
California
$43K
FHA
494
First Horizon Advisors
Tennessee
$42K -$23.4K -472 -36%
HS
495
Horan Securities
United States
$42K
BCV
496
Banque Cantonale Vaudoise
Switzerland
$36K -$15.4K -300 -30%
BFC
497
Bedel Financial Consulting
Indiana
$33K
BAM
498
Baldrige Asset Management
Pennsylvania
$32K +$32K +627 New
GTAM
499
Global Trust Asset Management
Florida
$30K
RG
500
Retirement Group
California
$28K