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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
$200M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$37M
4
LPL Financial
LPL Financial
California
$83.5M
5
Verition Fund Management
Verition Fund Management
Connecticut
$12.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$75K
2
Bank of America
Bank of America
North Carolina
$489M
3
MCM
Model Capital Management
Massachusetts
$0
4
DCM
DeGreen Capital Management
Arizona
$25M
5
ACM
Advisors Capital Management
New Jersey
$649K
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
376
Neuberger Berman Group
New York
$255K +$255K +5,027 New
SAM
377
Seelaus Asset Management
New Jersey
$254K +$254K +5,006 New
WIA
378
World Investment Advisors
California
$253K +$5.69K +112 +2%
CWA
379
Clarus Wealth Advisors
Arizona
$252K -$407 -8 -0.2%
BFA
380
Beaumont Financial Advisors
Massachusetts
$252K – – –
IWP
381
Icon Wealth Partners
Texas
$252K +$252K +4,974 New
SGAM
382
Stephens Group Asset Management
Arkansas
$251K – – –
CL
383
CPWM LLC
Washington
$249K – – –
FI
384
FormulaFolio Investments
Michigan
$248K +$13.2K +261 +6%
KF
385
Krilogy Financial
Missouri
$247K +$247K +4,861 New
CWP
386
CFM Wealth Partners
Texas
$246K – – –
KFP
387
KMG Fiduciary Partners
Ohio
$243K +$243K +4,792 New
4WM
388
4J Wealth Management
Virginia
$242K +$242K +4,788 New
CIM
389
Confluence Investment Management
Missouri
$241K – – –
WJWM
390
Williams Jones Wealth Management
New York
$241K +$241K +4,745 New
JHCP
391
Jackson Hole Capital Partners
Oklahoma
$238K – – –
KOMWMG
392
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$237K +$405 +8 +0.2%
SMG
393
Smart Money Group
Texas
$234K -$12K -237 -5%
FFG
394
Ford Financial Group
California
$232K -$3.6K -71 -2%
TA
395
TrueWealth Advisors
Alabama
$231K +$231K +4,540 New
RWM
396
RBA Wealth Management
California
$227K -$2.64K -52 -1%
IWM
397
IHT Wealth Management
Illinois
$225K -$70.4K -1,389 -24%
M&T Bank
398
M&T Bank
New York
$221K -$4.62K -91 -2%
CIC
399
Chilton Investment Company
Connecticut
$219K -$8.16K -161 -4%
PA
400
Pinnacle Associates
New York
$216K +$51 +1 +0%
14 15
16
17 18