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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 %
LSA
501
Lion Street Advisors
Texas
$25.4K +$25.4K +500 New
GI
502
Gradient Investments
Minnesota
$24K +$1.97K +38 +9%
SWG
503
Summit Wealth Group
Vermont
$22K
FF
504
FourThought Financial
Florida
$21K +$11.1K +223 +112%
SMG
505
Spectrum Management Group
Indiana
$18K
CP
506
Castleview Partners
Texas
$17K +$17K +338 New
TFGT
507
TS Financial Group (TSFG)
Illinois
$16K
PWM
508
Provident Wealth Management
Tennessee
$16K +$16K +319 New
CHA
509
Carmichael Hill & Associates
Maryland
$14K +$14K +276 New
TWA
510
TCI Wealth Advisors
Arizona
$13K
AIM
511
Astor Investment Management
Illinois
$13K
RDWM
512
Red Door Wealth Management
Tennessee
$12K +$12K +249 New
NSB
513
Norway Savings Bank
Maine
$10K -$5K -100 -33%
Vontobel Holding
514
Vontobel Holding
Switzerland
$10K
FNBOSM
515
First National Bank of South Miami
Florida
$10K
AAP
516
Arax Advisory Partners
Colorado
$10K +$10K +202 New
IHWM
517
Iron Horse Wealth Management
Iowa
$8K
GGI
518
Godsey & Gibb Inc
Virginia
$7K +$7K +130 New
First Manhattan
519
First Manhattan
New York
$6K
CFD
520
Creative Financial Designs
Indiana
$6K
MAWCM
521
Mine & Arao Wealth Creation & Management
California
$6K
FI
522
FormulaFolio Investments
Michigan
$5K
IWMWV
523
Ironwood Wealth Management (West Virginia)
West Virginia
$5K
IWP
524
IAG Wealth Partners
Wisconsin
$5K +$5K +79 New
SWM
525
Selective Wealth Management
Virginia
$5K +$5K +97 New