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iShares Floating Rate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$156M
2
US Bancorp
2
US Bancorp
Minnesota
$108M
3
CFG
3
CNO Financial Group
Indiana
$25M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.2M
5
LPL Financial
5
LPL Financial
California
$125M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$111M
2
BlackRock
2
BlackRock
New York
$232M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$92.7M
4
Bank of America
4
Bank of America
North Carolina
$465M
5
UBS Group
5
UBS Group
Switzerland
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
526
Tucker Asset Management
Colorado
$4.07K – – –
IAS
527
IMA Advisory Services
Colorado
$4K -$3.31K -67 -45%
FCFS
528
First Command Financial Services
Texas
$4K – – –
BFEC
529
Benjamin F. Edwards & Company
Missouri
$4K – – –
FCB
530
First Command Bank
Texas
$4K – – –
WT
531
Washington Trust
Rhode Island
$2K – – –
SWA
532
Sutton Wealth Advisors
Florida
$1.63K – – –
BWM
533
Baystate Wealth Management
Massachusetts
$1K -$2.28K -41 -69%
TC
534
Truvestments Capital
Florida
$1K – – –
KFI
535
Key Financial Inc
Pennsylvania
$1K – – –
MIM
536
MTM Investment Management
South Carolina
$1K – – –
WIM
537
Westside Investment Management
California
$119 – – –
ED
538
Exane Derivatives
France
$51 – – –
Citadel Advisors
539
Citadel Advisors
Florida
– -$12.3M -242,893 Closed
MWM
540
Mattern Wealth Management
Kansas
– -$6.06M -119,320 Closed
PCM
541
Piedmont Capital Management
Montana
– -$4.5M -88,676 Closed
CC
542
Cypress Capital
Tennessee
– -$1.41M -27,659 Closed
ACM
543
Ascendant Capital Management
California
– -$1.02M -20,000 Closed
IC
544
Inscription Capital
Texas
– -$949K -18,686 Closed
GF
545
Gries Financial
Ohio
– -$913K -17,988 Closed
CT
546
Coastline Trust
Rhode Island
– -$741K -14,600 Closed
CWA
547
Centennial Wealth Advisory
Michigan
– -$611K -12,028 Closed
PFA
548
Pettinga Financial Advisors
Indiana
– -$433K -8,519 Closed
AWS
549
AJ Wealth Strategies
New York
– -$417K -8,219 Closed
FTUS
550
Flow Traders U.S.
New York
– -$411K -8,085 Closed
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