Who Owns BRLN?
iShares Floating Rate Loan Active ETF — Institutional Ownership & 13F Holdings
$50.85
-0.05 (-0.10%)
Market Cap
$55.8M
Shares Outstanding
1,094,391
Institutional Holders
20
Total Inst. Value
$19.8M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
9
Closed Positions
2
Increased
7
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Elm3 Financial Group, LLCNew | $5.3M | 101,364 |
| 2 | ROYAL BANK OF CANADA | $3.3M | 64,526 |
| 3 | GOLDMAN SACHS GROUP INC | $3.2M | 61,264 |
| 4 | J.W. COLE ADVISORS, INC. | $2.0M | 38,448 |
| 5 | Outlook Wealth Advisors, LLCNew | $1.8M | 34,936 |
| 6 | JANE STREET GROUP, LLC | $1.5M | 29,203 |
| 7 | PRINCIPAL SECURITIES, INC. | $464K | 8,885 |
| 8 | Realta Investment AdvisorsNew | $458K | 8,835 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $415K | 8,008 |
| 10 | Cetera Investment Advisers | $376K | 7,240 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Elm3 Financial Group, LLCNew | +101K | $5.3M |
| ROYAL BANK OF CANADA | +59K | $3.3M |
| J.W. COLE ADVISORS, INC. | +7K | $2.0M |
| Outlook Wealth Advisors, LLCNew | +35K | $1.8M |
| JANE STREET GROUP, LLC | +25K | $1.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | -5K | $3.2M |
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Frequently Asked Questions
How many institutional investors hold BRLN?
As of Q1 2025, 20 institutional investors report holding BRLN (iShares Floating Rate Loan Active ETF) in their 13F filings.
Which hedge fund owns the most BRLN?
The largest institutional holder of BRLN is Elm3 Financial Group, LLC with $5.3M in shares.
Are institutions buying or selling BRLN?
This quarter, 9 institutions opened new positions in BRLN and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.