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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 %
WWA
351
WC Walker & Associates
California
$390K -$11.5K -226 -3%
LF
352
Lee Financial
Texas
$386K -$119K -2,348 -24%
AIC
353
Argus Investors Counsel
New York
$381K +$381K +7,512 New
AWA
354
Acorn Wealth Advisors
Michigan
$377K -$16K -315 -4%
NL
355
NWAM LLC
Washington
$374K +$47.1K +927 +14%
DCM
356
Donaldson Capital Management
Indiana
$363K – – –
RIG
357
RiverFront Investment Group
Virginia
$363K +$41.4K +815 +13%
LWANC
358
Laurel Wealth Advisors (North Carolina)
North Carolina
$358K – – –
ATPW
359
Ashton Thomas Private Wealth
Arizona
$358K -$312K -6,153 -47%
RCAG
360
Rehmann Capital Advisory Group
Michigan
$358K -$20K -393 -5%
FPCM
361
Financial Partners Capital Management
New York
$356K – – –
AOWM
362
Alpha Omega Wealth Management
Virginia
$355K – – –
ACM
363
Azimuth Capital Management
Michigan
$354K -$20.3K -400 -5%
PIA
364
Powell Investment Advisors
Florida
$352K +$50K +984 +17%
EDRH
365
Edmond de Rothschild Holding
Switzerland
$350K – – –
EWA
366
Exencial Wealth Advisors
Oklahoma
$349K +$88.7K +1,747 +34%
SFG
367
Summit Financial Group
West Virginia
$344K +$344K +6,780 New
MWP
368
MYCIO Wealth Partners
Pennsylvania
$343K – – –
PA
369
Parallel Advisors
California
$330K -$1.21M -23,836 -79%
NDSI
370
Newman Dignan & Sheerar Inc
Rhode Island
$330K +$152 +3 +0%
LIM
371
Loudon Investment Management
New Hampshire
$325K +$30.9K +610 +11%
CFP
372
Curran Financial Partners
South Carolina
$318K +$318K +6,256 New
WF
373
Welch & Forbes
Massachusetts
$317K – – –
Lido Advisors
374
Lido Advisors
California
$317K +$2.44K +48 +0.8%
NL
375
NVWM LLC
Pennsylvania
$315K +$234K +4,621 +291%
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