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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 %
CAN
126
Cetera Advisor Networks
California
$4.29M -$52.6K -1,035 -1%
RBC
127
Roble Belko & Company
Pennsylvania
$4.28M -$239K -4,715 -5%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$4.22M +$1.69M +33,237 +67%
MCC
129
Money Concepts Capital
Florida
$4.22M +$4.22M +83,041 New
TF
130
Trek Financial
Arizona
$4.11M -$1.71M -33,738 -29%
SPIA
131
Steward Partners Investment Advisory
New York
$4.05M +$28.3K +557 +0.7%
DCM
132
DeGreen Capital Management
Arizona
$3.99M +$1.27M +37,216 +47%
CIC
133
Canal Insurance Company
South Carolina
$3.96M – – –
EIC
134
Equity Investment Corp
Georgia
$3.91M +$6.3K +124 +0.2%
VAM
135
Verity Asset Management
North Carolina
$3.91M +$2.34M +46,156 +150%
RC
136
Roundview Capital
New Jersey
$3.76M +$3.76M +74,079 New
Citigroup
137
Citigroup
New York
$3.67M +$1.8M +35,420 +96%
MW
138
MBL Wealth
North Carolina
$3.61M +$1.57M +30,946 +77%
AIC
139
Archer Investment Corporation
Indiana
$3.52M -$358K -7,057 -9%
CC
140
Courier Capital
New York
$3.5M -$53.3K -1,049 -2%
BWCS
141
Beirne Wealth Consulting Services
Connecticut
$3.43M +$564K +11,101 +20%
FIM
142
Freedom Investment Management
Connecticut
$3.38M +$2.59M +50,905 +326%
LOPW
143
Live Oak Private Wealth
North Carolina
$3.28M +$821K +16,169 +33%
JBA
144
Johnson Bixby & Associates
Washington
$3.27M -$1.17M -23,026 -26%
CFGS
145
Concourse Financial Group Securities
Alabama
$3.2M -$300K -5,903 -9%
PAS
146
Park Avenue Securities
New York
$3.2M +$1.77M +34,772 +123%
CFA
147
Carroll Financial Associates
North Carolina
$3.13M -$27.1K -534 -0.9%
DAS
148
Dynamic Advisor Solutions
Arizona
$3.12M +$401K +7,891 +15%
AAS
149
Avantax Advisory Services
Texas
$3.08M +$115K +2,259 +4%
HNB
150
Huntington National Bank
Ohio
$3.08M -$3.25M – –
4 5
6
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