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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 %
Deutsche Bank
126
Deutsche Bank
Germany
$3.3M -$1.25M -24,712 -27%
PA
127
Parallel Advisors
California
$3.28M +$654K +12,925 +25%
AI
128
Atria Investments
North Carolina
$3.27M -$2.79M -55,056 -46%
HNB
129
Huntington National Bank
Ohio
$3.23M -$2.35M – –
DLHL
130
Donald L. Hagan LLC
Florida
$3.21M -$98K -1,937 -3%
PA
131
Perennial Advisors
New York
$3.17M +$1.81M +35,868 +134%
WI
132
WrapManager Inc
California
$3.17M +$2.81M +55,597 +783%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$3.11M -$3.11M – –
KCM
134
Kanawha Capital Management
Virginia
$3.02M -$305K -6,030 -9%
BWCS
135
Beirne Wealth Consulting Services
Connecticut
$2.82M +$376K +7,438 +15%
OIA
136
OneDigital Investment Advisors
Kansas
$2.82M +$21.1K +417 +0.8%
CM
137
Columbus Macro
Pennsylvania
$2.79M +$846K +16,716 +44%
DAS
138
Dynamic Advisor Solutions
Arizona
$2.78M -$17K -336 -0.6%
NFG
139
Nations Financial Group
Iowa
$2.76M +$124K +2,458 +5%
Kovitz Investment Group Partners
140
Kovitz Investment Group Partners
Illinois
$2.76M -$5.78M -114,193 -68%
TF
141
Trek Financial
Arizona
$2.67M +$187K +3,690 +8%
FPS
142
Fieldpoint Private Securities
Connecticut
$2.65M -$2.43M -47,930 -48%
PAG
143
Private Advisor Group
New Jersey
$2.62M -$1.22M -24,203 -32%
CAM
144
Caprin Asset Management
Virginia
$2.55M +$16.6K +328 +0.7%
LWM
145
Laidlaw Wealth Management
New York
$2.54M -$163K -3,225 -6%
SAM
146
Securian Asset Management
Minnesota
$2.53M – – –
NPP
147
New Potomac Partners
Maryland
$2.5M -$409K -8,080 -14%
PIM
148
Penobscot Investment Management
Massachusetts
$2.49M -$637K -12,590 -20%
LOPW
149
Live Oak Private Wealth
North Carolina
$2.49M +$2.49M +49,199 New
CCA
150
Clearwater Capital Advisors
Illinois
$2.48M +$1.12M +22,114 +82%
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