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iShares Floating Rate Loan Active ETF (BRLN) Institutional Ownership

iShares Floating Rate Loan Active ETF logo
$52.16 +0.36 (+0.69%)
Closing price 07/18/2025 03:58 PM Eastern
Extended Trading
$52.16 0.00 (0.00%)
As of 07/18/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Floating Rate Loan Active ETF (BATS:BRLN)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$389.53K
Number of
Institutional Sellers
(last 12 months)
0
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BRLN Institutional Buying and Selling by Quarter

iShares Floating Rate Loan Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2024J.W. Cole Advisors Inc.26,474$1.39M0.1%+38.9%3.309%
7/18/2024Outlook Wealth Advisors LLC14,860$781K0.2%+35.1%1.858%
4/30/2024J.W. Cole Advisors Inc.19,058$1.01M0.1%N/A2.723%
4/24/2024Simplicity Wealth LLC124,230$6.57M0.2%N/A17.747%
4/22/2024Outlook Wealth Advisors LLC10,996$581K0.2%+67.9%1.571%
1/29/2024Outlook Wealth Advisors LLC6,550$345K0.1%-6.7%1.638%
10/10/2023Outlook Wealth Advisors LLC7,019$370K0.1%N/A1.755%
(Data available from 1/1/2016 forward)

BRLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRLN shares?

During the previous two years, the following institutional investors and hedge funds held shares of iShares Floating Rate Loan Active ETF shares: Simplicity Wealth LLC ($6.57M), and J.W. Cole Advisors Inc. ($1.39M), Outlook Wealth Advisors LLC ($781K).Learn more on iShares Floating Rate Loan Active ETF's institutional investors.

Which institutional investors have been buying iShares Floating Rate Loan Active ETF's stock?

The following institutional investors have purchased iShares Floating Rate Loan Active ETF's stock in the last 24 months: Simplicity Wealth LLC ($124.23K), J.W. Cole Advisors Inc. ($26.47K), and Outlook Wealth Advisors LLC ($15.33K).

How much institutional buying is happening at iShares Floating Rate Loan Active ETF?

Institutional investors have bought a total of 7,416 shares in the last 24 months. This purchase volume represents approximately $389.53K in transactions.



This page (BATS:BRLN) was last updated on 7/19/2025 by MarketBeat.com Staff
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