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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 %
JWCA
201
J.W. Cole Advisors
Florida
$1.86M -$485K -9,537 -21%
HTC
202
Haverford Trust Company
Pennsylvania
$1.86M -$3.4K -67 -0.2%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$1.82M +$240K +4,722 +15%
LTI
204
Laffer Tengler Investments
Tennessee
$1.81M -$1.08M -21,302 -37%
HWM
205
Howard Wealth Management
Connecticut
$1.81M +$19.8K +390 +1%
FA
206
Forefront Analytics
Pennsylvania
$1.8M +$2.13K +42 +0.1%
BA
207
Bellwether Advisors
Nebraska
$1.79M -$176K -3,473 -9%
SFA
208
Semmax Financial Advisors
North Carolina
$1.79M +$79.6K +1,565 +5%
MWM
209
MinichMacGregor Wealth Management
New York
$1.74M -$291K -5,732 -14%
CIBC World Market
210
CIBC World Market
Ontario, Canada
$1.71M -$48.4K -953 -3%
CCA
211
Clearwater Capital Advisors
Illinois
$1.69M -$190K -3,745 -10%
SEM
212
Strategic Equity Management
Arizona
$1.69M +$106K +2,094 +7%
SI
213
Stephens Inc
Arkansas
$1.69M +$234K +4,604 +16%
CTA
214
Chesley Taft & Associates
Illinois
$1.65M +$438K +8,625 +36%
Verition Fund Management
215
Verition Fund Management
Connecticut
$1.63M -$3.34M -65,692 -67%
HPM
216
Hudson Portfolio Management
New York
$1.61M +$1.61M +31,758 New
SCA
217
STALEY CAPITAL ADVISERS
Pennsylvania
$1.61M -$10.2K -200 -0.6%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$1.6M +$32.4K +637 +2%
SAS
219
Stelac Advisory Services
New York
$1.51M +$1.51M +29,657 New
SFG
220
StrategIQ Financial Group
Indiana
$1.49M -$65.5K -1,289 -4%
KNW
221
Kesler Norman & Wride
Utah
$1.49M -$118K -2,318 -7%
NFG
222
Next Financial Group
Texas
$1.45M +$123K +2,430 +9%
MPPLM
223
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.44M +$1.44M +28,295 New
SB
224
Sunflower Bank
Texas
$1.43M -$15.3K -301 -1%
BWA
225
Beam Wealth Advisors
Louisiana
$1.43M +$36K +708 +3%