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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
1
Fidelity Investments
Massachusetts
$222M
2
BlackRock
2
BlackRock
New York
$280M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$99M
4
US Bancorp
4
US Bancorp
Minnesota
$53.7M
5
LPL Financial
5
LPL Financial
California
$106M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$23.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$75.5M
4
CISOA
4
Capital Investment Services of America
Wisconsin
$2.91M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
51
Eagle Ridge Investment Management
Connecticut
$12.3M +$278K +5,477 +2%
Jane Street
52
Jane Street
New York
$12.2M +$8.45M +166,310 +227%
Stifel Financial
53
Stifel Financial
Missouri
$11.5M +$4.01M +79,052 +53%
PPWM
54
PFG Private Wealth Management
Florida
$11.4M +$2.26M +44,461 +25%
SC
55
Scotia Capital
Ontario, Canada
$11.3M -$442K -8,706 -4%
AWM
56
AE Wealth Management
Kansas
$11.2M +$5.19M +102,119 +87%
GT
57
Glenview Trust
Kentucky
$11M +$944K +18,596 +9%
Allianz Asset Management
58
Allianz Asset Management
Germany
$11M +$11M +215,700 New
BFO
59
Boston Family Office
Massachusetts
$10.7M +$717K +14,041 +7%
BOTW
60
Bank of the West
California
$10.5M -$74.7K -1,472 -0.7%
MW
61
Marks Wealth
Maryland
$10.4M +$10.4M +204,368 New
CCG
62
Chatham Capital Group
Georgia
$10.1M -$1.75M -34,405 -15%
OWA
63
Octavia Wealth Advisors
Ohio
$9.35M -$38.2K -752 -0.4%
PI
64
Pachira Investments
California
$9.25M +$9.25M +182,208 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$9.21M -$6.68M -131,550 -42%
DWT
66
Dorsey & Whitney Trust
South Dakota
$9.14M +$9.14M +180,000 New
PCP
67
Proficio Capital Partners
Massachusetts
$9.09M +$4.28M +84,225 +89%
SPC
68
Sigma Planning Corp
Michigan
$9.03M +$6.23M +122,732 +223%
AA
69
Alesco Advisors
New York
$8.98M -$105K -2,058 -1%
Truist Financial
70
Truist Financial
North Carolina
$8.81M -$789K -15,529 -8%
EP
71
EPIQ Partners
Minnesota
$8.78M -$818K -16,100 -9%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$8.7M +$859K +16,919 +11%
KCM
73
Karp Capital Management
California
$8.64M -$2.95M -58,097 -25%
JIR
74
James Investment Research
Ohio
$8.15M +$6.72M +132,270 +469%
OC
75
Oppenheimer & Co
New York
$8.11M +$552K +10,863 +7%
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