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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 %
SWM
251
Spire Wealth Management
Virginia
$1.07M +$1.07M +20,966 New
SIA
252
Strategic Investment Advisors
Michigan
$1.03M +$18.2K +359 +2%
BWM
253
Bulltick Wealth Management
Florida
$1.03M -$558K -10,996 -35%
ACM
254
Ascendant Capital Management
California
$1.02M +$1.02M +20,000 New
PA
255
PFG Advisors
Arizona
$1M -$321K -6,330 -24%
NFP
256
Novak Financial Planning
Maryland
$977K +$120K +2,365 +14%
BRWA
257
B. Riley Wealth Advisors
Florida
$977K +$600K +11,809 +159%
FT
258
Fiduciary Trust
Massachusetts
$965K – – –
NAM
259
NTV Asset Management
West Virginia
$952K +$952K +18,750 New
IC
260
Inscription Capital
Texas
$949K +$691K +13,600 +267%
SWA
261
Sightline Wealth Advisors
Connecticut
$947K +$20.9K +411 +2%
WP
262
WealthSource Partners
California
$945K +$307K +6,052 +48%
CAG
263
Csenge Advisory Group
Florida
$937K -$237K -4,671 -20%
ACA
264
Anchor Capital Advisors
Massachusetts
$934K – – –
GWM
265
Geneos Wealth Management
Colorado
$927K -$73K -1,439 -7%
PWW
266
Pettyjohn Wood & White
Virginia
$913K -$7.62K -150 -0.8%
GF
267
Gries Financial
Ohio
$913K +$913K +17,988 New
OFG
268
OmniStar Financial Group
North Carolina
$910K -$1.39M -27,296 -60%
CF
269
Centaurus Financial
California
$895K +$895K +17,616 New
FHB
270
First Hawaiian Bank
Hawaii
$885K +$11K +216 +1%
WWM
271
Western Wealth Management
Colorado
$869K -$933K -18,379 -52%
PFA
272
Paradigm Financial Advisors
Missouri
$848K -$277K -5,464 -25%
WFM
273
Wolff Financial Management
Michigan
$846K -$74.1K -1,459 -8%
SRC
274
Sage Rhino Capital
California
$813K – – –
DI
275
Disciplined Investments
Oklahoma
$782K +$12.8K +251 +2%
9 10
11
12 13