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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 %
PAG
176
Private Advisor Group
New Jersey
$2.32M -$295K -5,811 -11%
MWM
177
Marietta Wealth Management
Georgia
$2.29M +$2.29M +45,055 New
Deutsche Bank
178
Deutsche Bank
Germany
$2.25M -$251K -4,934 -10%
AAM
179
Aureus Asset Management
Massachusetts
$2.24M – – –
FWP
180
FAS Wealth Partners
Kansas
$2.23M -$94.9K -1,869 -4%
GGS
181
Galvin Gaustad & Stein
Arizona
$2.23M -$300K -5,918 -12%
DI
182
DFPG Investments
Utah
$2.2M +$3.81K +75 +0.2%
DADC
183
D.A. Davidson & Co
Montana
$2.17M +$1.49M +29,246 +218%
AHC
184
Anderson Hoagland & Co
Missouri
$2.16M -$47.1K -927 -2%
CWM
185
Centric Wealth Management
Illinois
$2.15M +$403K +7,946 +23%
AF
186
Advisornet Financial
Minnesota
$2.14M – – –
OIA
187
OneDigital Investment Advisors
Kansas
$2.12M -$41K -808 -2%
KWM
188
Kingsview Wealth Management
Oregon
$2.12M +$6.5K +128 +0.3%
MWM
189
MinichMacGregor Wealth Management
New York
$2.03M +$2.03M +39,985 New
BA
190
Bellwether Advisors
Nebraska
$1.97M -$158K -3,110 -7%
PIM
191
Penobscot Investment Management
Massachusetts
$1.95M – – –
WIC
192
Woodmont Investment Counsel
Tennessee
$1.93M +$1.72M +33,792 +809%
CCA
193
Clearwater Capital Advisors
Illinois
$1.88M -$833K -16,395 -31%
VC
194
Vicus Capital
Pennsylvania
$1.86M -$469K -9,235 -20%
HTC
195
Haverford Trust Company
Pennsylvania
$1.86M -$60.2K -1,185 -3%
BC
196
Bartlett & Co
Ohio
$1.84M -$53.3K -1,050 -3%
BCWM
197
Bartlett & Co Wealth Management
Ohio
$1.84M -$53.3K -1,050 -3%
FA
198
Forefront Analytics
Pennsylvania
$1.79M +$1.52K +30 +0.1%
HWM
199
Howard Wealth Management
Connecticut
$1.78M +$65.2K +1,284 +4%
CW
200
CreativeOne Wealth
Kansas
$1.78M +$396K +7,801 +29%
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