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iShares Floating Rate Bond ETF
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Overview Fund Activity

458 hedge funds and large institutions have $3.18B invested in iShares Floating Rate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 204 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
9.27%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.51%
New
38
Increased
153
Reduced
204
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$34.8M
2
B
2
Barings
North Carolina
$52.3M
3
IA
3
IndexIQ Advisors
New York
$45.4M
4
BlackRock
4
BlackRock
New York
$142M
5
CI
5
CX Institutional
Indiana
$10.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.15M
2
Wells Fargo
2
Wells Fargo
California
$108M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$88.1M
4
Bank of America
4
Bank of America
North Carolina
$537M
5
SAS
5
Sage Advisory Services
Texas
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
126
Carroll Financial Associates
North Carolina
$3.12M -$296K -5,830 -9%
SPC
127
Sigma Planning Corp
Michigan
$3.04M -$365K -7,190 -11%
LWM
128
Laidlaw Wealth Management
New York
$2.96M +$419K +8,263 +16%
KCM
129
Kanawha Capital Management
Virginia
$2.96M -$73K -1,440 -2%
FCIM
130
Fairview Capital Investment Management
California
$2.89M -$826K -16,290 -22%
BWCS
131
Beirne Wealth Consulting Services
Connecticut
$2.88M +$48.7K +960 +2%
CM
132
Columbus Macro
Pennsylvania
$2.7M -$96.6K -1,904 -3%
Kovitz Investment Group Partners
133
Kovitz Investment Group Partners
Illinois
$2.67M -$94.1K -1,855 -3%
LTI
134
Laffer Tengler Investments
Tennessee
$2.66M +$1.95M +38,522 +277%
DAS
135
Dynamic Advisor Solutions
Arizona
$2.66M -$126K -2,479 -5%
FPS
136
Fieldpoint Private Securities
Connecticut
$2.63M -$25.4K -500 -1%
CAM
137
Caprin Asset Management
Virginia
$2.58M +$23.7K +467 +0.9%
SAM
138
Securian Asset Management
Minnesota
$2.54M – – –
CA
139
Cetera Advisors
Colorado
$2.52M -$1.21M -23,823 -32%
KAS
140
Kestra Advisory Services
Texas
$2.49M +$2.49M +49,024 New
PL
141
Protective Life
Alabama
$2.49M – – –
GPA
142
Guidance Point Advisors
Massachusetts
$2.48M +$257K +5,063 +12%
CCA
143
Clearwater Capital Advisors
Illinois
$2.48M -$8.98K -177 -0.4%
LOPW
144
Live Oak Private Wealth
North Carolina
$2.43M -$61.1K -1,204 -2%
WQ
145
Wealth Quarterback
New Jersey
$2.43M – – –
PAG
146
Private Advisor Group
New Jersey
$2.4M -$225K -4,441 -9%
FAAS
147
First Allied Advisory Services
California
$2.39M +$513K +10,122 +27%
NFG
148
Nations Financial Group
Iowa
$2.29M -$476K -9,382 -17%
OIA
149
OneDigital Investment Advisors
Kansas
$2.28M -$544K -10,736 -19%
PIM
150
Penobscot Investment Management
Massachusetts
$2.28M -$218K -4,306 -9%
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