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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 %
HIA
476
Harbor Investment Advisory
Maryland
$32K – – –
GTAM
477
Global Trust Asset Management
Florida
$30K – – –
RG
478
Retirement Group
California
$28K – – –
BWL
479
Bogart Wealth LLC
Virginia
$24K +$24K +478 New
GI
480
Gradient Investments
Minnesota
$22K +$52 +1 +0.2%
SWG
481
Summit Wealth Group
Vermont
$22K +$22K +426 New
SMG
482
Spectrum Management Group
Indiana
$18K +$4.11K +80 +30%
TFGT
483
TS Financial Group (TSFG)
Illinois
$16K -$93K -1,877 -85%
SFPG
484
Stonebridge Financial Planning Group
Florida
$16K +$16K +319 New
OIA
485
Optimum Investment Advisors
Illinois
$15K – – –
NSB
486
Norway Savings Bank
Maine
$15K – – –
TWA
487
TCI Wealth Advisors
Arizona
$13K +$13K +262 New
AIM
488
Astor Investment Management
Illinois
$12K – – –
Vontobel Holding
489
Vontobel Holding
Switzerland
$10K – – –
FNBOSM
490
First National Bank of South Miami
Florida
$10K +$10K +200 New
FF
491
FourThought Financial
Florida
$10K +$10K +200 New
IAS
492
IMA Advisory Services
Colorado
$8K – – –
IHWM
493
Iron Horse Wealth Management
Iowa
$8K – – –
CFD
494
Creative Financial Designs
Indiana
$6K -$155 -3 -3%
First Manhattan
495
First Manhattan
New York
$6K – – –
MAWCM
496
Mine & Arao Wealth Creation & Management
California
$6K +$52 +1 +0.9%
FI
497
FormulaFolio Investments
Michigan
$5K -$267K -4,804 -98%
IWMWV
498
Ironwood Wealth Management (West Virginia)
West Virginia
$5K -$8.35K -162 -63%
TAM
499
Tucker Asset Management
Colorado
$4.06K -$74.2K -1,461 -95%
BFEC
500
Benjamin F. Edwards & Company
Missouri
$4K -$4.74K -102 -54%
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