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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 %
PL
526
Parthenon LLC
Kentucky
– -$264K -5,211 Closed
Neuberger Berman Group
527
Neuberger Berman Group
New York
– -$255K -5,027 Closed
SGAM
528
Stephens Group Asset Management
Arkansas
– -$251K -4,954 Closed
RWM
529
RBA Wealth Management
California
– -$227K -4,472 Closed
IWM
530
IHT Wealth Management
Illinois
– -$225K -4,437 Closed
M&T Bank
531
M&T Bank
New York
– -$221K -4,351 Closed
PA
532
Pinnacle Associates
New York
– -$216K -4,268 Closed
AAS
533
Annex Advisory Services
Wisconsin
– -$207K -4,084 Closed
GFG
534
Greystone Financial Group
Michigan
– -$205K -4,042 Closed
SB
535
Strategic Blueprint
Georgia
– -$203K -4,002 Closed
WBC
536
West Branch Capital
Massachusetts
– -$201K -3,964 Closed
CTFG
537
Capstone Triton Financial Group
Oklahoma
– -$175K -3,441 Closed
FCH
538
Freestone Capital Holdings
Washington
– -$149K -2,935 Closed
PWM
539
Perigon Wealth Management
California
– -$91K -1,794 Closed
KCM
540
Kathmere Capital Management
Pennsylvania
– -$72K -1,413 Closed
TF
541
TimeScale Financial
Massachusetts
– -$45K -892 Closed
ONST
542
Old North State Trust
North Carolina
– -$34K -678 Closed
LAI
543
Legal Advantage Investments
California
– -$26K -512 Closed
HWA
544
HCR Wealth Advisors
California
– -$22K -430 Closed
MIM
545
Macroview Investment Management
Maryland
– -$14K -275 Closed
OC
546
Oakworth Capital
Alabama
– -$8K -165 Closed
OIM
547
Oder Investment Management
California
– -$7K -138 Closed
MCM
548
McMillion Capital Management
North Carolina
– -$6K -110 Closed
JCM
549
Jacobi Capital Management
Pennsylvania
– -$5K -100 Closed
BSSFA
550
Baron Silver Stevens Financial Advisors
Florida
– -$3K -61 Closed
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