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iShares Floating Rate Bond ETF
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Overview Fund Activity

492 hedge funds and large institutions have $3.16B invested in iShares Floating Rate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 189 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+34
Holders Change %
+7.42%
% of All Funds
8.73%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.43%
New
77
Increased
147
Reduced
189
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$33.4M
2
Morgan Stanley
Morgan Stanley
New York
+$21.1M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$15.8M
4
LPL Financial
LPL Financial
California
+$12.5M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$11.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$55M
2
Bank of America
Bank of America
North Carolina
-$48.3M
3
MCM
Model Capital Management
Massachusetts
-$35.3M
4
DCM
DeGreen Capital Management
Arizona
-$30.8M
5
ACM
Advisors Capital Management
New Jersey
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
301
Hobart Private Capital
North Carolina
$500K +$300K +5,910 +150%
WP
302
WealthShield Partners
North Carolina
$496K -$4K -79 -0.8%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$488K -$72.5K -1,430 -13%
AWM
304
Altavista Wealth Management
North Carolina
$488K – – –
WT
305
Whittier Trust
California
$484K +$170K +3,355 +54%
TIA
306
Traphagen Investment Advisors
New Jersey
$476K – – –
PF
307
Phoenix Financial
Israel
$468K +$49.6K +980 +12%
GCA
308
Gradient Capital Advisors
California
$454K -$4.92K -97 -1%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$454K +$259K +5,104 +133%
CA
310
Calton & Associates
Florida
$441K +$26K +512 +6%
LGA
311
Lebenthal Global Advisors
New York
$441K +$441K +8,710 New
RCA
312
Rowland Carmichael Advisors
Arizona
$437K -$274K -5,394 -39%
CAM
313
Concorde Asset Management
Michigan
$431K -$356K -7,001 -45%
GC
314
Grimes & Company
Massachusetts
$430K -$66.1K -1,303 -13%
AIM
315
Alhambra Investment Management
Florida
$430K -$8.83K -174 -2%
BAS
316
Brown Advisory Securities
Maryland
$417K – – –
AWS
317
AJ Wealth Strategies
New York
$417K – – –
CIAS
318
Capital Investment Advisory Services
North Carolina
$416K +$164K +3,228 +65%
FNC
319
First National Corp
Massachusetts
$413K -$355 -7 -0.1%
WWA
320
WC Walker & Associates
California
$402K +$402K +7,914 New
AWE
321
Avidian Wealth Enterprises
Texas
$399K -$59.8K -1,178 -13%
AWA
322
Acorn Wealth Advisors
Michigan
$393K -$68.1K -1,341 -15%
RCAG
323
Rehmann Capital Advisory Group
Michigan
$377K -$35.5K -699 -9%
BRWA
324
B. Riley Wealth Advisors
Florida
$377K -$155K -3,045 -29%
ACM
325
Azimuth Capital Management
Michigan
$374K +$374K +7,365 New
11 12
13
14 15