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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$111M
2
BlackRock
BlackRock
New York
$232M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.7M
4
Bank of America
Bank of America
North Carolina
$465M
5
UBS Group
UBS Group
Switzerland
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
126
Roble Belko & Company
Pennsylvania
$3.84M -$440K -8,655 -10%
Citigroup
127
Citigroup
New York
$3.83M +$154K +3,023 +4%
UCFA
128
United Capital Financial Advisors
Texas
$3.73M -$934K -18,382 -20%
Millennium Management
129
Millennium Management
New York
$3.72M -$1.21M -23,852 -25%
LOPW
130
Live Oak Private Wealth
North Carolina
$3.68M +$396K +7,788 +12%
RFC
131
Regions Financial Corp
Alabama
$3.67M -$1.19M -23,494 -25%
BWCS
132
Beirne Wealth Consulting Services
Connecticut
$3.62M +$187K +3,680 +5%
KCM
133
Karp Capital Management
California
$3.54M -$5.11M -100,537 -59%
HNB
134
Huntington National Bank
Ohio
$3.48M -$3.08M – –
IA
135
IFP Advisors
Florida
$3.47M +$735K +14,487 +27%
CTC
136
Central Trust Company
Missouri
$3.44M -$3.41M -67,176 -50%
RIA
137
Regal Investment Advisors
Michigan
$3.42M +$1.06M +20,813 +45%
WSTAM
138
Wilbanks Smith & Thomas Asset Management
Virginia
$3.39M -$2.58M -50,789 -43%
DAS
139
Dynamic Advisor Solutions
Arizona
$3.38M +$259K +5,104 +8%
CB
140
Cadence Bank
Mississippi
$3.28M +$228K +4,485 +7%
CCWA
141
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.28M -$2.46M -48,396 -43%
AAS
142
Avantax Advisory Services
Texas
$3.26M +$177K +3,478 +6%
IIA
143
IPG Investment Advisors
California
$3.22M +$2.11M +41,536 +190%
DCM
144
DeGreen Capital Management
Arizona
$3.21M -$2.73M -53,776 -46%
LAM
145
LifePro Asset Management
California
$3.2M +$167K +3,279 +5%
WMA
146
Wealth Management Associates
New Jersey
$3.18M +$228K +4,484 +8%
WAM
147
Wilsey Asset Management
California
$3.18M -$20.2M -397,946 -86%
CA
148
Calton & Associates
Florida
$3.16M +$2.71M +53,349 +603%
KCM
149
Kanawha Capital Management
Virginia
$3.15M +$616K +12,113 +24%
CFA
150
Carroll Financial Associates
North Carolina
$3.1M -$30.8K -607 -1%
4 5
6
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