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iShares Floating Rate Bond ETF
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Overview Fund Activity

524 hedge funds and large institutions have $4.19B invested in iShares Floating Rate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 219 increasing their positions, 163 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-11
Holders Change %
-2.06%
% of All Funds
9.2%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.49%
New
37
Increased
219
Reduced
163
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$319M
2
LPL Financial
LPL Financial
California
$152M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$82.3M
4
DC
Davenport & Co
Virginia
$89.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$80.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$529K
3
WFS
Weitzel Financial Services
Iowa
$288K
4
CCM
Crabel Capital Management
California
$727K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
126
Courier Capital
New York
$4.02M +$109K +2,145 +3%
CIC
127
Canal Insurance Company
South Carolina
$3.96M – – –
Creative Planning
128
Creative Planning
Kansas
$3.88M -$1.25M -24,589 -24%
AAS
129
Avantax Advisory Services
Texas
$3.83M +$576K +11,347 +18%
LOPW
130
Live Oak Private Wealth
North Carolina
$3.83M +$146K +2,865 +4%
RFC
131
Regions Financial Corp
Alabama
$3.81M +$145K +2,850 +4%
KCM
132
Karp Capital Management
California
$3.71M +$175K +3,449 +5%
RIA
133
Regal Investment Advisors
Michigan
$3.59M +$171K +3,363 +5%
SPIA
134
Steward Partners Investment Advisory
New York
$3.58M -$376K -7,401 -10%
HNB
135
Huntington National Bank
Ohio
$3.56M -$3.48M – –
CA
136
Calton & Associates
Florida
$3.46M +$300K +5,907 +9%
CCWA
137
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.44M +$157K +3,091 +5%
BOTW
138
Bank of the West
California
$3.43M -$4.2M -82,687 -55%
CAGAS
139
Capital Advisory Group Advisory Services
Minnesota
$3.39M -$748K -14,706 -18%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$3.29M -$3.74M -73,503 -53%
KCM
141
Kanawha Capital Management
Virginia
$3.29M +$135K +2,650 +4%
IIA
142
IPG Investment Advisors
California
$3.26M +$39.3K +773 +1%
BFA
143
Benedict Financial Advisors
Georgia
$3.26M +$3.26M +64,028 New
1832 Asset Management
144
1832 Asset Management
Ontario, Canada
$3.25M +$1.31M +25,327 +67%
CB
145
Cadence Bank
Mississippi
$3.24M -$43.9K -863 -1%
LAM
146
LifePro Asset Management
California
$3.17M -$28.7K -564 -0.9%
WMA
147
Wealth Management Associates
New Jersey
$3.17M -$15.7K -309 -0.5%
WIC
148
Woodmont Investment Counsel
Tennessee
$3.15M +$326K +6,416 +12%
CW
149
CreativeOne Wealth
Kansas
$3.14M +$840K +16,523 +36%
FUBT
150
First United Bank & Trust
Maryland
$3.1M +$252K +4,957 +9%
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