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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
$222M
2
BlackRock
BlackRock
New York
$280M
3
AWMS
Advocacy Wealth Management Services
Georgia
$99M
4
US Bancorp
US Bancorp
Minnesota
$53.7M
5
LPL Financial
LPL Financial
California
$106M

Top Sellers

1
IA
IndexIQ Advisors
New York
$23.8M
2
Citadel Advisors
Citadel Advisors
Florida
$12.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$75.5M
4
CISOA
Capital Investment Services of America
Wisconsin
$2.91M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
426
Fulcrum Equity Management
Texas
$211K -$457K -9,019 -68%
LDFR
427
Lehman & Derafelo Financial Resources
Pennsylvania
$211K – – –
SEI Investments
428
SEI Investments
Pennsylvania
$210K – – –
CIA
429
Capital Investment Advisors
Georgia
$205K +$205K +4,045 New
KOMWMG
430
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K -$35.3K -696 -15%
NFP
431
Narus Financial Partners
Utah
$201K +$201K +3,958 New
KFAA
432
Klaas Financial Asset Advisors
Illinois
$185K -$185K -3,643 -50%
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$183K -$271K -5,346 -60%
BW
434
Bison Wealth
Georgia
$178K +$51 +1 +0%
IFA
435
Interactive Financial Advisors
Illinois
$177K +$31.2K +615 +21%
TCM
436
TD Capital Management
Tennessee
$151K +$102 +2 +0.1%
SG Americas Securities
437
SG Americas Securities
New York
$144K – – –
CAC
438
Certified Advisory Corp
Florida
$132K +$132K +2,602 New
AA
439
AlphaMark Advisors
Kentucky
$130K -$13.2K -261 -9%
AA
440
Ancora Advisors
Ohio
$124K – – –
PFBT
441
Parkside Financial Bank & Trust
Missouri
$120K – – –
FRA
442
Front Row Advisors
California
$110K -$12.6K -248 -10%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$109K – – –
APWA
444
Atlas Private Wealth Advisors
New Jersey
$108K +$1.53K +30 +1%
PFGIA
445
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$18.6K +364 +25%
LWM
446
Liberty Wealth Management
California
$89K – – –
HR
447
Howe & Rusling
New York
$80K -$95.3K -1,877 -54%
IF
448
Ironwood Financial
Arizona
$75K -$505 -10 -0.7%
AIC
449
Ameritas Investment Company
Nebraska
$73.7K +$73.7K +1,451 New
BWA
450
BDO Wealth Advisors
Florida
$73K – – –
16 17
18
19 20