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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 %
VA
276
Valmark Advisers
Ohio
$772K +$49.5K +974 +7%
CG
277
Colony Group
Massachusetts
$756K -$139K -2,744 -16%
AWA
278
Arete Wealth Advisors
Illinois
$746K +$373K +7,349 +100%
CT
279
Coastline Trust
Rhode Island
$741K -$317K -6,245 -30%
COCM
280
Charter Oak Capital Management
New Hampshire
$710K +$38.6K +760 +6%
SSWM
281
Smith Salley Wealth Management
North Carolina
$704K +$704K +13,865 New
APP
282
Avantax Planning Partners
Iowa
$699K -$71.9K -1,415 -9%
CCM
283
Chilton Capital Management
Texas
$692K +$19.5K +385 +3%
LFA
284
Lighthouse Financial Advisors
Maryland
$691K +$11.1K +218 +2%
MCG
285
MACRO Consulting Group
New Jersey
$686K +$21.6K +426 +3%
Prudential Financial
286
Prudential Financial
New Jersey
$686K +$181K +3,562 +36%
ECM
287
Evergreen Capital Management
Washington
$681K -$2.54K -50 -0.4%
APWM
288
Atlas Private Wealth Management
New York
$673K +$667K +13,132 +11,321%
PF
289
Phoenix Financial
Israel
$660K +$190K +3,750 +41%
HCM
290
Hollencrest Capital Management
California
$659K -$79.7K -1,569 -11%
GRP
291
Global Retirement Partners
California
$659K -$49K -965 -7%
PA
292
Paracle Advisors
Washington
$650K – – –
EA
293
Efficient Advisors
Ohio
$649K -$974K -19,163 -60%
ASN
294
Advisory Services Network
Georgia
$647K +$365K +7,175 +129%
EWA
295
Evolution Wealth Advisors
Florida
$644K +$644K +12,675 New
CSA
296
Cottage Street Advisors
Massachusetts
$641K +$152 +3 +0%
SFP
297
Shepherd Financial Partners
Massachusetts
$640K -$143K -2,816 -18%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$638K -$1.75M -34,569 -73%
HFA
299
High Falls Advisors
New York
$636K -$202K -3,973 -24%
CCG
300
Ceeto Capital Group
Florida
$635K – – –
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