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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.

New
Increased
Maintained
Reduced
Closed
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
Citadel Advisors
Florida
$33.4M
2
Morgan Stanley
Morgan Stanley
New York
$200M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$37M
4
LPL Financial
LPL Financial
California
$83.5M
5
Verition Fund Management
Verition Fund Management
Connecticut
$12.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$75K
2
Bank of America
Bank of America
North Carolina
$489M
3
MCM
Model Capital Management
Massachusetts
$0
4
DCM
DeGreen Capital Management
Arizona
$25M
5
ACM
Advisors Capital Management
New Jersey
$649K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
126
Portland Global Advisors
Maine
$3.07M +$3.07M +60,575 New
SFA
127
Semmax Financial Advisors
North Carolina
$3.03M -$2.29M -45,194 -43%
AAS
128
Avantax Advisory Services
Texas
$2.95M -$2.52M -49,710 -46%
KCM
129
Kanawha Capital Management
Virginia
$2.95M -$10.2K -201 -0.3%
WQ
130
Wealth Quarterback
New Jersey
$2.93M +$498K +9,821 +20%
UWM
131
Urban Wealth Management
California
$2.93M +$2.93M +57,843 New
BWCS
132
Beirne Wealth Consulting Services
Connecticut
$2.86M -$17.5K -345 -0.6%
LTI
133
Laffer Tengler Investments
Tennessee
$2.85M +$192K +3,782 +7%
SPC
134
Sigma Planning Corp
Michigan
$2.8M -$246K -4,845 -8%
KAS
135
Kestra Advisory Services
Texas
$2.79M +$298K +5,876 +12%
CCA
136
Clearwater Capital Advisors
Illinois
$2.71M +$232K +4,581 +9%
DAS
137
Dynamic Advisor Solutions
Arizona
$2.71M +$53.1K +1,047 +2%
LWM
138
Laidlaw Wealth Management
New York
$2.68M -$280K -5,521 -9%
CM
139
Columbus Macro
Pennsylvania
$2.66M -$36.3K -716 -1%
Kovitz Investment Group Partners
140
Kovitz Investment Group Partners
Illinois
$2.62M -$46.4K -915 -2%
PAG
141
Private Advisor Group
New Jersey
$2.61M +$214K +4,211 +9%
FPS
142
Fieldpoint Private Securities
Connecticut
$2.61M -$20.8K -410 -0.8%
SAM
143
Securian Asset Management
Minnesota
$2.54M – – –
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$2.53M +$1.6M +31,586 +172%
GGS
145
Galvin Gaustad & Stein
Arizona
$2.53M +$2.53M +49,841 New
WAM
146
Wilsey Asset Management
California
$2.51M -$5.44M -107,356 -68%
LAM
147
LifePro Asset Management
California
$2.5M +$365K +7,194 +17%
Deutsche Bank
148
Deutsche Bank
Germany
$2.5M -$1.92M -37,953 -44%
CAM
149
Caprin Asset Management
Virginia
$2.5M -$78.3K -1,544 -3%
PL
150
Protective Life
Alabama
$2.49M – – –
4 5
6
7 8