BRLN

Ishare Fltng Rt Ln Av Etf-ui

-$3.4M

Net Activity

Institutions Holding

30

Popularity Rank

#7279

Avg Weight

0.16%

Total Value

$20.0M

Ownership Trend

30 institutions currently hold BRLN, with 17 net buyers and 14 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

14

Net Buying Institutions

17

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$6.0M
SF
Sunrise Financial Services, LLC
$2.4M
OW
Outlook Wealth Advisors, LLC
$1.5M
TP
Turning Point Benefit Group, Inc.
$1.4M
TR
Tower Research Capital LLC (TRC)
$1.3M

Top 5 by Conviction

SF
Sunrise Financial Services, LLC
1.73%
TP
Turning Point Benefit Group, Inc.
0.91%
EF
Elm3 Financial Group, LLC
0.61%
AI
Aventus Investment Advisors, Inc.
0.60%
OW
Outlook Wealth Advisors, LLC
0.37%
View all 30 holding institutions

Quarterly Activity

Recent Activity

+$14.3M

Total Buy Value

$13.6M

Total Sell Value

New buy7
Trim8
Add10
Sold out6

17

Net Buyers

14

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARE FLTNG RT LN AV ETF-UI (BRLN)?
Major stakeholders currently include LPL Financial LLC ($6.0M), Sunrise Financial Services, LLC ($2.4M), Outlook Wealth Advisors, LLC ($1.5M). Based on the latest 13F filings, there are a total of 30 tracked investment funds and institutions maintaining positions in BRLN.
What is the overall institutional sentiment toward BRLN recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $3.4M, driven by 17 managers accumulating shares while 14 reduced their exposure.
Which institutions have been selling or reducing their BRLN positions?
In the latest period, 8 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $13.6M.
Are there any notable investors adding BRLN to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 10 existing holders added to their shares. The total reported buy value for the quarter amounted to $14.3M.

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