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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 %
CF
501
Centaurus Financial
California
– -$173K -3,555 Closed
FCA
502
FinTrust Capital Advisors
South Carolina
– -$146K -3,004 Closed
AIC
503
Ameritas Investment Company
Nebraska
– -$135K -2,778 Closed
WAP
504
Wealthcare Advisory Partners
Pennsylvania
– -$122K -2,497 Closed
LSA
505
Lion Street Advisors
Texas
– -$106K -2,181 Closed
MWM
506
MBE Wealth Management
Wisconsin
– -$63K -1,301 Closed
POIA
507
Pin Oak Investment Advisors
Texas
– -$53K -1,095 Closed
RAM
508
Riggs Asset Management
Pennsylvania
– -$38K -785 Closed
FGAM
509
Financial Gravity Asset Management
Texas
– -$14K -647 Closed
TPWA
510
TRUE Private Wealth Advisors
Oregon
– -$24K -496 Closed
GSWM
511
Golden State Wealth Management
California
– -$23K -474 Closed
CFN
512
Cordasco Financial Network
Florida
– -$19K -400 Closed
SIM
513
Sonora Investment Management
Arizona
– -$19K -390 Closed
HWM
514
HighMark Wealth Management
Minnesota
– -$15K -308 Closed
BHWM
515
Bay Harbor Wealth Management
Maryland
– -$11K -233 Closed
PMFA
516
Plante Moran Financial Advisors
Michigan
– -$10K -195 Closed
APC
517
Aspire Private Capital
North Carolina
– -$6K -126 Closed
GFPC
518
Global Financial Private Client
Florida
– -$5.46K -112 Closed
MCM
519
McMillion Capital Management
North Carolina
– -$5K -110 Closed
PFSC
520
Peoples Financial Services Corp
Pennsylvania
– -$4K -74 Closed
KFI
521
Key Financial Inc
Pennsylvania
– -$1K -14 Closed
17 18 19 20
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