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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 %
CA
151
Cetera Advisors
Colorado
$3.05M -$3.08M -60,540 -50%
KAS
152
Kestra Advisory Services
Texas
$2.99M +$404K +7,952 +16%
AIC
153
Archer Investment Corporation
Indiana
$2.95M -$569K -11,190 -16%
CISOA
154
Capital Investment Services of America
Wisconsin
$2.88M -$25.4K -500 -0.9%
CM
155
Columbus Macro
Pennsylvania
$2.85M -$2.39K -47 -0.1%
FUBT
156
First United Bank & Trust
Maryland
$2.85M +$1.07M +21,095 +60%
WIC
157
Woodmont Investment Counsel
Tennessee
$2.82M +$888K +17,469 +46%
BAM
158
Belpointe Asset Management
Nevada
$2.81M +$1.21M +23,772 +75%
RA
159
RiverTree Advisors
Florida
$2.79M +$26.3K +518 +1%
SSWM
160
Smith Salley Wealth Management
North Carolina
$2.78M +$2.08M +40,851 +295%
CAAS
161
Capital Asset Advisory Services
Michigan
$2.77M +$243K +4,779 +10%
BFG
162
Beacon Financial Group
Texas
$2.75M +$1.44M +28,339 +109%
TIAM2
163
Tru Independence Asset Management 2
Oregon
$2.73M -$2.52M -49,595 -48%
FPS
164
Fieldpoint Private Securities
Connecticut
$2.61M -$2.95K -58 -0.1%
JBA
165
Johnson Bixby & Associates
Washington
$2.58M -$694K -13,677 -21%
SCM
166
Southport Capital Management
Tennessee
$2.56M -$456K -8,974 -15%
SAM
167
Securian Asset Management
Minnesota
$2.54M – – –
Kovitz Investment Group Partners
168
Kovitz Investment Group Partners
Illinois
$2.53M -$76K -1,496 -3%
PL
169
Protective Life
Alabama
$2.49M – – –
Deutsche Bank
170
Deutsche Bank
Germany
$2.48M +$226K +4,447 +10%
DI
171
DFPG Investments
Utah
$2.47M +$264K +5,188 +12%
FWP
172
FAS Wealth Partners
Kansas
$2.43M +$199K +3,908 +9%
TF
173
Trek Financial
Arizona
$2.41M -$1.7M -33,490 -41%
CAM
174
Caprin Asset Management
Virginia
$2.4M -$58K -1,142 -2%
MAM
175
MMA Asset Management
Pennsylvania
$2.39M +$2.39M +47,054 New
5 6
7
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