BRLN Institutional Ownership
iShares Floating Rate Loan Active ETF
1W: +0.3%
1M: -0.6%
3M: +0.3%
YTD: -1.0%
1Y: -0.7%
3Y: +14.4%
$50.58
+0.17 (+0.35%)
Weekly Expected Move ±0.5%
$50
$50
$51
$51
$51
Overview
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Institutional Ownership — BRLN
35
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
5
New Positions
14
Increased
14
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 130,261 | 7M | +11,190 | +9.4% | 6Q | SEC ↗ |
| 2 | Sunrise Financial Services, LLC | 52,352 | 3M | +4,270 | +8.9% | 3Q | SEC ↗ |
| 3 | OneDigital Investment Advisors LLC NEW | 36,311 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Turning Point Benefit Group, Inc. | 31,380 | 2M | +3,175 | +11.3% | 3Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC | 26,223 | 1M | +8,823 | +50.7% | 11Q | SEC ↗ |
| 6 | Sovran Advisors, LLC | 22,000 | 1M | +10,350 | +88.8% | 2Q | SEC ↗ |
| 7 | Outlook Wealth Advisors, LLC | 19,968 | 1M | -10,494 | -34.4% | 12Q | SEC ↗ |
| 8 | Elm3 Financial Group, LLC | 14,312 | 724K | +18 | +0.1% | 7Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 13,919 | 704K | +558 | +4.2% | 8Q | SEC ↗ |
| 10 | Arax Advisory Partners | 13,322 | 674K | +8,749 | +191.3% | 2Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 13,001 | 658K | +3,106 | +31.4% | 10Q | SEC ↗ |
| 12 | Medallion Wealth Advisors, LLC | 10,390 | 526K | -3,420 | -24.8% | 7Q | SEC ↗ |
| 13 | PRINCIPAL SECURITIES, INC. | 8,998 | 455K | +87 | +1.0% | 10Q | SEC ↗ |
| 14 | Occidental Asset Management, LLC | 7,324 | 370K | +2,678 | +57.6% | 2Q | SEC ↗ |
| 15 | Realta Investment Advisors | 6,767 | 342K | -96 | -1.4% | 6Q | SEC ↗ |
| 16 | Tactive Advisors, LLC | 6,296 | 318K | +310 | +5.2% | 4Q | SEC ↗ |
| 17 | Mariner, LLC NEW | 5,788 | 293K | — | +0.0% | 1Q | SEC ↗ |
| 18 | CWA Asset Management Group, LLC NEW | 5,290 | 268K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Kovack Advisors, Inc. | 5,050 | 255K | -325 | -6.0% | 9Q | SEC ↗ |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 4,750 | 240K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Tower Research Capital LLC (TRC) | 4,593 | 232K | -21,651 | -82.5% | 4Q | SEC ↗ |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,221 | 62K | +579 | +90.2% | 2Q | SEC ↗ |
| 23 | CoreCap Advisors, LLC | 618 | 31K | -418 | -40.3% | 8Q | SEC ↗ |
| 24 | Farther Finance Advisors, LLC | 500 | 25K | -2,500 | -83.3% | 3Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 212 | 11K | +117 | +123.2% | 6Q | SEC ↗ |
| 26 | Aventus Investment Advisors, Inc. | 70 | 4K | -13,971 | -99.5% | 5Q | SEC ↗ |
| 27 | WOLFF WIESE MAGANA LLC | 54 | 3K | — | +0.0% | 6Q | SEC ↗ |
| 28 | Aptus Capital Advisors, LLC | 50 | 3K | — | +0.0% | 6Q | SEC ↗ |
| 29 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Root Financial Partners, LLC | 0 | 0K | -298 | -100.0% | 2Q | SEC ↗ |
| 31 | AE Wealth Management LLC | 0 | 0K | -1,765 | -100.0% | 1Q | SEC ↗ |
| 32 | Perigon Wealth Management, LLC | 0 | 0K | -4,250 | -100.0% | 3Q | SEC ↗ |
| 33 | MAI Capital Management | 0 | 0K | -113 | -100.0% | 6Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 0 | 0K | -22,955 | -100.0% | 1Q | SEC ↗ |
| 35 | Advisory Services Network, LLC | 0 | 0K | -466 | -100.0% | 1Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 0 | 0K | -156 | -100.0% | 1Q | SEC ↗ |
| 37 | J.W. COLE ADVISORS, INC. | 0 | 0K | -6,104 | -100.0% | 8Q | SEC ↗ |
| 38 | UBS Group AG | 0 | 0K | -128 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| OneDigital Investment Advisors LLC | 36,311 | 2M |
| Mariner, LLC | 5,788 | 293K |
| CWA Asset Management Group, LLC | 5,290 | 268K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,750 | 240K |
| MORGAN STANLEY | 1 | 0K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 22,955 | 1M |
| J.W. COLE ADVISORS, INC. | 6,104 | 309K |
| Perigon Wealth Management, LLC | 4,250 | 215K |
| AE Wealth Management LLC | 1,765 | 89K |
| Advisory Services Network, LLC | 466 | 24K |
| Root Financial Partners, LLC | 298 | 15K |
| JPMORGAN CHASE & CO | 156 | 8K |
| UBS Group AG | 128 | 6K |
| MAI Capital Management | 113 | 6K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +11,190 | +9.4% | 130,261 |
| Sovran Advisors, LLC | +10,350 | +88.8% | 22,000 |
| JANE STREET GROUP, LLC | +8,823 | +50.7% | 26,223 |
| Arax Advisory Partners | +8,749 | +191.3% | 13,322 |
| Sunrise Financial Services, LLC | +4,270 | +8.9% | 52,352 |
| Turning Point Benefit Group, Inc. | +3,175 | +11.3% | 31,380 |
| ROYAL BANK OF CANADA | +3,106 | +31.4% | 13,001 |
| Occidental Asset Management, LLC | +2,678 | +57.6% | 7,324 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +579 | +90.2% | 1,221 |
| Cetera Investment Advisers | +558 | +4.2% | 13,919 |
| Tactive Advisors, LLC | +310 | +5.2% | 6,296 |
| OSAIC HOLDINGS, INC. | +117 | +123.2% | 212 |
| PRINCIPAL SECURITIES, INC. | +87 | +1.0% | 8,998 |
| Elm3 Financial Group, LLC | +18 | +0.1% | 14,312 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | -21,651 | -82.5% | 4,593 |
| Aventus Investment Advisors, Inc. | -13,971 | -99.5% | 70 |
| Outlook Wealth Advisors, LLC | -10,494 | -34.4% | 19,968 |
| Medallion Wealth Advisors, LLC | -3,420 | -24.8% | 10,390 |
| Farther Finance Advisors, LLC | -2,500 | -83.3% | 500 |
| CoreCap Advisors, LLC | -418 | -40.3% | 618 |
| Kovack Advisors, Inc. | -325 | -6.0% | 5,050 |
| Realta Investment Advisors | -96 | -1.4% | 6,767 |