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iShares Floating Rate Bond ETF
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Overview Fund Activity

512 hedge funds and large institutions have $3.88B invested in iShares Floating Rate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 188 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+20
Holders Change %
+4.07%
% of All Funds
9.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
63
Increased
188
Reduced
168
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
2
BlackRock
BlackRock
New York
+$147M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$99M
4
US Bancorp
US Bancorp
Minnesota
+$26.2M
5
LPL Financial
LPL Financial
California
+$22.4M

Top Sellers

1
IA
IndexIQ Advisors
New York
-$29.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20.1M
4
CISOA
Capital Investment Services of America
Wisconsin
-$11.2M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
226
Sage Advisory Services
Texas
$1.36M -$95.7K -1,885 -7%
VCWA
227
Vanguard Capital Wealth Advisors
Colorado
$1.34M +$1.12K +22 +0.1%
DFG
228
Demars Financial Group
Washington
$1.33M -$159K -3,131 -11%
NFG
229
Next Financial Group
Texas
$1.33M +$187K +3,673 +16%
BFG
230
Beacon Financial Group
Texas
$1.32M – – –
1WA
231
180 Wealth Advisors
Washington
$1.3M -$194K -3,824 -13%
PAG
232
Private Advisory Group
Washington
$1.28M +$492K +9,696 +63%
SP
233
Sarasin & Partners
United Kingdom
$1.27M – – –
BS
234
Banco Santander
Spain
$1.27M +$246K +4,847 +24%
PCM
235
Parsons Capital Management
Rhode Island
$1.25M -$41.9K -825 -3%
WB
236
WesBanco Bank
West Virginia
$1.24M +$1.24M +24,330 New
FAIM
237
Financial Advocates Investment Management
Washington
$1.23M -$90K -1,771 -7%
CTA
238
Chesley Taft & Associates
Illinois
$1.21M +$76.1K +1,500 +7%
LWM
239
Laidlaw Wealth Management
New York
$1.2M -$1.48M -29,164 -55%
VFA
240
Values First Advisors
Tennessee
$1.2M +$10.7K +210 +0.9%
HWMA
241
Heritage Wealth Management (Arizona)
Arizona
$1.19M +$1.19M +23,434 New
WPC
242
White Pine Capital
Minnesota
$1.18M +$48.4K +953 +4%
COF
243
Capital One Financial
Virginia
$1.15M -$327K -6,433 -22%
GPA
244
Guidance Point Advisors
Massachusetts
$1.15M -$440K -8,666 -28%
VCM
245
Vivaldi Capital Management
Illinois
$1.13M +$1.13M +22,329 New
MM
246
Meridian Management
Arkansas
$1.12M – – –
IIA
247
IPG Investment Advisors
California
$1.11M -$29.7K -584 -3%
BFS
248
Bickling Financial Services
Massachusetts
$1.1M +$73.4K +1,446 +7%
SW
249
SteelPeak Wealth
California
$1.1M -$47.5K -936 -4%
IWP
250
Icon Wealth Partners
Texas
$1.08M +$823K +16,220 +326%
8 9
10
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