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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 %
SIM
326
SSI Investment Management
California
$502K – – –
RWA
327
Redhawk Wealth Advisors
Minnesota
$495K -$38.2K -753 -7%
WAM
328
Weatherly Asset Management
California
$491K -$45.7K -900 -9%
AWM
329
Altavista Wealth Management
North Carolina
$489K – – –
AIM
330
Alhambra Investment Management
Florida
$485K +$55.2K +1,089 +13%
WT
331
Whittier Trust
California
$484K – – –
TIA
332
Traphagen Investment Advisors
New Jersey
$476K – – –
HF
333
HRT Financial
New York
$474K +$474K +9,342 New
AA
334
Argent Advisors
Louisiana
$471K +$471K +9,279 New
HH
335
Hilltop Holdings
Texas
$467K -$579K -11,411 -55%
FNC
336
First National Corp
Massachusetts
$467K +$53.4K +1,050 +13%
GCA
337
Gradient Capital Advisors
California
$454K – – –
HWM
338
Hohimer Wealth Management
Washington
$454K +$124K +2,449 +38%
CA
339
Calton & Associates
Florida
$449K +$7.21K +142 +2%
CWA
340
Clarus Wealth Advisors
Arizona
$445K +$193K +3,813 +77%
CIAS
341
Capital Investment Advisory Services
North Carolina
$443K +$26.1K +513 +6%
MA
342
Mutual Advisors
Nebraska
$442K -$94.3K -1,855 -18%
LGA
343
Lebenthal Global Advisors
New York
$442K – – –
PFA
344
Pettinga Financial Advisors
Indiana
$433K +$66K +1,299 +18%
GC
345
Grimes & Company
Massachusetts
$429K -$1.78K -35 -0.4%
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$429K -$60.2K -1,185 -12%
AWS
347
AJ Wealth Strategies
New York
$417K – – –
FTUS
348
Flow Traders U.S.
New York
$411K +$411K +8,085 New
MG
349
Mather Group
Illinois
$402K -$619K -12,175 -61%
BTWM
350
Baker Tilly Wealth Management
Wisconsin
$397K +$397K +7,818 New
12 13
14
15 16