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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 %
MPW
551
MA Private Wealth
California
-$273K -5,384 Closed
CAM
552
Concorde Asset Management
Michigan
-$261K -5,132 Closed
MIA
553
MainStreet Investment Advisors
Illinois
-$256K -5,033 Closed
GPWA
554
Great Point Wealth Advisors
Massachusetts
-$234K -4,600 Closed
DJSG
555
D.J. St. Germain
Massachusetts
-$227K -4,474 Closed
SMG
556
Smart Money Group
Texas
-$223K -4,389 Closed
CIC
557
Chilton Investment Company
Connecticut
-$219K -4,320 Closed
SFS
558
Sowell Financial Services
Arkansas
-$216K -4,258 Closed
SEI Investments
559
SEI Investments
Pennsylvania
-$210K -4,120 Closed
KOMWMG
560
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$202K -3,983 Closed
CAC
561
Certified Advisory Corp
Florida
-$132K -2,602 Closed
HR
562
Howe & Rusling
New York
-$80K -1,576 Closed
AIC
563
Ameritas Investment Company
Nebraska
-$73.7K -1,451 Closed
WAP
564
Wealthcare Advisory Partners
Pennsylvania
-$73K -1,430 Closed
MWP
565
Meridian Wealth Partners
Pennsylvania
-$71K -1,396 Closed
ADIM
566
Alpha DNA Investment Management
Maryland
-$60K -1,200 Closed
BL
567
Balentine LLC
Georgia
-$60K -1,180 Closed
EP
568
Eudaimonia Partners
Tennessee
-$48K -952 Closed
SFPG
569
Stonebridge Financial Planning Group
Florida
-$16K -319 Closed
OIA
570
Optimum Investment Advisors
Illinois
-$15K -292 Closed
NC
571
NewSquare Capital
Pennsylvania
-$2K -40 Closed
SIS
572
Sound Income Strategies
Florida
-$406 -8 Closed