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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 %
MWM
176
Marietta Wealth Management
Georgia
$2.31M +$979K +19,248 +74%
APA
177
American Portfolios Advisors
New York
$2.28M -$14.6K -287 -0.6%
JBA
178
Johnson Bixby & Associates
Washington
$2.26M -$317K -6,227 -12%
BC
179
Bartlett & Co
Ohio
$2.25M +$148K +2,905 +7%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$2.24M +$148K +2,905 +7%
HI
181
Harbour Investments
Wisconsin
$2.24M +$963K +18,944 +75%
WAS
182
Wealth Advisory Solutions
Indiana
$2.2M +$135K +2,655 +7%
SSWM
183
Smith Salley Wealth Management
North Carolina
$2.2M -$582K -11,449 -21%
AF
184
Advisornet Financial
Minnesota
$2.19M +$44.5K +875 +2%
DADC
185
D.A. Davidson & Co
Montana
$2.19M +$46.6K +916 +2%
SCM
186
Southport Capital Management
Tennessee
$2.16M -$401K -7,896 -16%
SFA
187
Semmax Financial Advisors
North Carolina
$2.14M +$345K +6,792 +19%
DHFB
188
Dixon Hubard Feinour & Brown
Virginia
$2.1M -$209K -4,115 -9%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$2.1M +$281K +5,527 +15%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$2.03M -$55.8K -1,097 -3%
PA
191
PFG Advisors
Arizona
$2M +$1.07M +21,104 +116%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$1.97M +$254K +4,998 +15%
SWM
193
Spire Wealth Management
Virginia
$1.94M +$860K +16,914 +80%
PCA
194
Peddock Capital Advisors
Massachusetts
$1.91M -$131K -2,580 -6%
KWM
195
Kingsview Wealth Management
Oregon
$1.89M -$272K -5,348 -13%
PA
196
Pinnacle Associates
New York
$1.87M +$635K +12,495 +51%
HTC
197
Haverford Trust Company
Pennsylvania
$1.85M -$3.81K -75 -0.2%
HWM
198
Howard Wealth Management
Connecticut
$1.82M +$18.1K +356 +1%
SEM
199
Strategic Equity Management
Arizona
$1.82M +$136K +2,671 +8%
MWM
200
MinichMacGregor Wealth Management
New York
$1.81M +$67K +1,318 +4%
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