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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 %
NSB
501
Norway Savings Bank
Maine
$10K – – –
FNBOSM
502
First National Bank of South Miami
Florida
$10K – – –
TVWM
503
Tower View Wealth Management
Wisconsin
$10K +$10K +200 New
LWA
504
Lenox Wealth Advisors
New York
$10K +$10K +200 New
GGI
505
Godsey & Gibb Inc
Virginia
$7K – – –
CFD
506
Creative Financial Designs
Indiana
$6K – – –
MAWCM
507
Mine & Arao Wealth Creation & Management
California
$6K – – –
First Manhattan
508
First Manhattan
New York
$6K – – –
IWMWV
509
Ironwood Wealth Management (West Virginia)
West Virginia
$5K – – –
SWM
510
Selective Wealth Management
Virginia
$5K – – –
TAM
511
Tucker Asset Management
Colorado
$4.06K – – –
IAS
512
IMA Advisory Services
Colorado
$4K – – –
FCB
513
First Command Bank
Texas
$4K – – –
FCFS
514
First Command Financial Services
Texas
$4K – – –
MAM
515
Meeder Asset Management
Ohio
$4K +$4K +75 New
IWP
516
IAG Wealth Partners
Wisconsin
$2K -$2.39K -43 -54%
WT
517
Washington Trust
Rhode Island
$2K – – –
SWA
518
Sutton Wealth Advisors
Florida
$1.63K – – –
VCWA
519
Vanguard Capital Wealth Advisors
Colorado
$1.34K +$1 +26 +0.1%
BWM
520
Baystate Wealth Management
Massachusetts
$1K – – –
KFI
521
Key Financial Inc
Pennsylvania
$1K – – –
MIM
522
MTM Investment Management
South Carolina
$1K – – –
TC
523
Truvestments Capital
Florida
$1K – – –
BC
524
Barnett & Company
Tennessee
$1K +$1K +15 New
WIM
525
Westside Investment Management
California
$119 – – –
19 20
21
22 23