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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.

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
1
Citadel Advisors
Florida
$33.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
BBVA
3
Banco Bilbao Vizcaya Argentaria
Spain
$37M
4
WJA
4
Willis Johnson & Associates
Texas
$15.2M
5
LPL Financial
5
LPL Financial
California
$83.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$75K
2
Bank of America
2
Bank of America
North Carolina
$489M
3
MCM
3
Model Capital Management
Massachusetts
$0
4
DCM
4
DeGreen Capital Management
Arizona
$25M
5
ACM
5
Advisors Capital Management
New Jersey
$649K
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
51
Karp Capital Management
California
$11.6M 228,186 +3,020 +1%
CI
52
CX Institutional
Indiana
$11.4M 224,456 +18,992 +9%
BOTW
53
Bank of the West
California
$10.6M 209,129 -6,630 -3%
Bank Julius Baer & Co
54
Bank Julius Baer & Co
Switzerland
$10.2M 201,498 +172,645 +598%
GT
55
Glenview Trust
Kentucky
$10.1M 198,938 +99,680 +100%
BFO
56
Boston Family Office
Massachusetts
$9.88M 194,870 +194,870 New
Truist Financial
57
Truist Financial
North Carolina
$9.59M 189,032 -148,256 -44%
EP
58
EPIQ Partners
Minnesota
$9.59M 189,000 -18,600 -9%
OWA
59
Octavia Wealth Advisors
Ohio
$9.37M 184,815 +184,815 New
Creative Planning
60
Creative Planning
Kansas
$9.36M 184,603 +116,722 +172%
ACI
61
Alpha Cubed Investments
California
$9.26M 182,540 +825 +0.5%
PPWM
62
PFG Private Wealth Management
Florida
$9.15M 180,350 +12,968 +8%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$9.12M 179,765 -9,475 -5%
AA
64
Alesco Advisors
New York
$9.07M 178,885 -3,028 -2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$7.83M 154,380 -10,242 -6%
ODCM
66
Old Dominion Capital Management
Virginia
$7.83M 154,345 +154,345 New
BOH
67
Bank of Hawaii
Hawaii
$7.82M 154,163 +9,491 +7%
LNC
68
Lincoln National Corp
Pennsylvania
$7.67M 151,156 +33,797 +29%
OC
69
Oppenheimer & Co
New York
$7.55M 148,760 +5,177 +4%
Stifel Financial
70
Stifel Financial
Missouri
$7.52M 148,281 +5,400 +4%
Betterment LLC
71
Betterment LLC
New York
$7.2M 141,968 -26,200 -16%
IFO
72
Independent Family Office
New York
$6.9M 136,055 -992 -0.7%
LPIC
73
LeJeune Puetz Investment Counsel
Michigan
$6.62M 130,558 -6,599 -5%
MA
74
MCF Advisors
Kentucky
$6.6M 130,043 +8,999 +7%
CCM
75
Crabel Capital Management
California
$6.57M 129,429 +108,879 +530%
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