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iShares Floating Rate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AI
176
Atria Investments
North Carolina
$2.37M -$586K -11,537 -20%
CWM
177
Centric Wealth Management
Illinois
$2.37M +$218K +4,291 +10%
CFGS
178
Concourse Financial Group Securities
Alabama
$2.33M -$868K -17,084 -27%
DHFB
179
Dixon Hubard Feinour & Brown
Virginia
$2.31M +$2.31M +45,446 New
CW
180
CreativeOne Wealth
Kansas
$2.3M +$524K +10,304 +29%
APA
181
American Portfolios Advisors
New York
$2.29M -$3.04M -59,879 -57%
PAG
182
Private Advisor Group
New Jersey
$2.24M -$81.6K -1,605 -4%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$2.24M -$6.54M
KWM
184
Kingsview Wealth Management
Oregon
$2.16M +$40K +788 +2%
OIA
185
OneDigital Investment Advisors
Kansas
$2.16M +$34.2K +673 +2%
AF
186
Advisornet Financial
Minnesota
$2.14M
DADC
187
D.A. Davidson & Co
Montana
$2.14M -$30.7K -604 -1%
BCWM
188
Bartlett & Co Wealth Management
Ohio
$2.1M +$252K +4,955 +14%
BC
189
Bartlett & Co
Ohio
$2.1M +$252K +4,955 +14%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$2.09M +$616K +12,113 +42%
WAS
191
Wealth Advisory Solutions
Indiana
$2.07M +$2.07M +40,688 New
AHC
192
Anderson Hoagland & Co
Missouri
$2.04M -$120K -2,353 -6%
PCA
193
Peddock Capital Advisors
Massachusetts
$2.04M +$380K +7,471 +23%
VAM
194
Verity Asset Management
North Carolina
$2M -$1.91M -37,628 -49%
EC
195
Estate Counselors
Wisconsin
$1.97M +$312K +6,140 +19%
PIM
196
Penobscot Investment Management
Massachusetts
$1.95M
HIC
197
Hartline Investment Corp
Illinois
$1.93M +$291K +5,720 +18%
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$1.91M +$239K +4,702 +14%
GGS
199
Galvin Gaustad & Stein
Arizona
$1.88M -$353K -6,944 -16%
LI
200
LVZ Inc
Michigan
$1.87M -$2.99M -58,778 -61%