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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 %
FCFS
501
First Command Financial Services
Texas
$4K +$4K +69 New
FCB
502
First Command Bank
Texas
$4K +$4K +69 New
BWM
503
Baystate Wealth Management
Massachusetts
$3K – – –
FGAM
504
Financial Gravity Asset Management
Texas
$2.49K +$2.49K +10,164 +127,050%
WT
505
Washington Trust
Rhode Island
$2K – – –
NC
506
NewSquare Capital
Pennsylvania
$2K – – –
SWA
507
Sutton Wealth Advisors
Florida
$1.63K – – –
TC
508
Truvestments Capital
Florida
$1K – – –
KFI
509
Key Financial Inc
Pennsylvania
$1K – – –
MIM
510
MTM Investment Management
South Carolina
$1K +$1K +18 New
MIH
511
Meitav Investment House
Israel
$934 -$156 -3,080 -14%
SIS
512
Sound Income Strategies
Florida
$406 +$406 +8 New
SWM
513
Sugarloaf Wealth Management
Georgia
$197 -$1.98K -4,618 -91%
WIM
514
Westside Investment Management
California
$119 – – –
ED
515
Exane Derivatives
France
$51 – – –
BRWM
516
B. Riley Wealth Management
Tennessee
– -$6.33M -115,405 Closed
SPP
517
Single Point Partners
Massachusetts
– -$4.27M -84,129 Closed
MPPLM
518
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$1.55M -30,469 Closed
GM
519
GeoWealth Management
Illinois
– -$1.34M -26,385 Closed
BSAM
520
Blue Sky Asset Management
Colorado
– -$716K -14,096 Closed
LNWWM
521
Laird Norton Wetherby Wealth Management
California
– -$693K -13,660 Closed
ACM
522
Advisors Capital Management
New Jersey
– -$649K -12,805 Closed
TSS
523
Two Sigma Securities
New York
– -$359K -7,081 Closed
OMC
524
Old Mission Capital
Illinois
– -$304K -6,013 Closed
SAS
525
Stelac Advisory Services
New York
– -$293K -5,781 Closed
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