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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 %
RIA
301
Realta Investment Advisors
Delaware
$625K +$44.6K +879 +8%
CCT
302
Capital City Trust
Florida
$622K – – –
CIP
303
Capital Insight Partners
Arizona
$616K -$26.7K -525 -4%
CWA
304
Centennial Wealth Advisory
Michigan
$611K -$86.2K -1,696 -12%
William Blair & Company
305
William Blair & Company
Illinois
$611K +$282K +5,549 +86%
IWC
306
Integrated Wealth Concepts
Massachusetts
$603K +$13.1K +257 +2%
SAM
307
Summit Asset Management
Tennessee
$595K – – –
SAM
308
Strategy Asset Managers
California
$591K +$231K +4,552 +64%
SWA
309
Sax Wealth Advisors
New Jersey
$588K – – –
BWM
310
Birchcreek Wealth Management
Ohio
$587K +$20.1K +396 +4%
AF
311
Allworth Financial
California
$585K +$25K +492 +4%
RJT
312
Raymond James Trust
Florida
$573K -$129K -2,543 -18%
BAS
313
Brown Advisory Securities
Maryland
$568K +$151K +2,969 +36%
PIMG
314
Patriot Investment Management Group
Tennessee
$564K +$218K +4,298 +63%
NB
315
Northwest Bancshares
Pennsylvania
$561K – – –
BHB
316
Bank Hapoalim BM
Israel
$553K -$515K – –
SWP
317
Summit Wealth Partners
Florida
$545K – – –
FHC
318
First Horizon Corporation
Tennessee
$542K -$223K -4,400 -29%
EVM
319
Eaton Vance Management
Massachusetts
$537K – – –
GSEP
320
Golden State Equity Partners
California
$535K +$535K +10,537 New
ECA
321
Elevated Capital Advisors
Utah
$527K -$31.8K -627 -6%
CCM
322
Covington Capital Management
California
$524K +$10.2K +200 +2%
SW
323
SVB Wealth
Massachusetts
$520K -$35.6K -700 -6%
SWP
324
Stratos Wealth Partners
Ohio
$517K -$43.1K -848 -8%
OWA
325
Outlook Wealth Advisors
Texas
$506K +$3.86K +76 +0.8%
11 12
13
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