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iShares Floating Rate Bond ETF
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Overview Fund Activity

641 hedge funds and large institutions have $6.06B invested in iShares Floating Rate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 277 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+59
Holders Change %
+10.14%
% of All Funds
10.14%
Holding in Top 10
54
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+63.64%
% of All Funds
0.85%
New
117
Increased
277
Reduced
163
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$404M
2
Bank of America
Bank of America
North Carolina
+$139M
3
Morgan Stanley
Morgan Stanley
New York
+$90.5M
4
GT
Glenview Trust
Kentucky
+$64.9M
5
UBS Group
UBS Group
Switzerland
+$63.2M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$51.6M
2
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$46.5M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$29.3M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$10.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$2.19M -$688K -13,619 -24%
WF
252
Welch & Forbes
Massachusetts
$2.14M +$812K +16,081 +61%
SI
253
Stephens Inc
Arkansas
$2.06M +$12.6K +250 +0.6%
PCA
254
Peddock Capital Advisors
Massachusetts
$2.02M +$89.2K +1,765 +5%
BS
255
Banco Santander
Spain
$2.01M +$585K +11,582 +41%
IWN
256
Independent Wealth Network
Iowa
$1.97M +$1.51M +29,970 +334%
RA
257
RiverTree Advisors
Florida
$1.94M +$1.94M +38,390 New
HIC
258
Hartline Investment Corp
Illinois
$1.93M -$834K -16,410 -30%
JWCA
259
J.W. Cole Advisors
Florida
$1.91M -$24K -475 -1%
MIAN
260
Mariner Independent Advisor Network
Kansas
$1.89M +$1.05M +20,878 +127%
SOS
261
Silver Oak Securities
Tennessee
$1.88M +$1.88M +37,280 New
NFG
262
Nations Financial Group
Iowa
$1.87M -$1.99M -39,356 -52%
LIM
263
Leavell Investment Management
Alabama
$1.87M +$789K +15,604 +73%
TAM
264
Tocqueville Asset Management
New York
$1.86M +$1.86M +36,858 New
EWM
265
Executive Wealth Management
Michigan
$1.86M +$1.86M +36,868 New
CCM
266
Crabel Capital Management
California
$1.86M -$1.32M -26,110 -42%
OFA
267
Oak Family Advisors
Illinois
$1.85M +$1.85M +36,639 New
APA
268
American Portfolios Advisors
New York
$1.85M +$339K +6,706 +22%
WPC
269
White Pine Capital
Minnesota
$1.81M +$431K +8,536 +31%
BCM
270
Brasada Capital Management
Texas
$1.79M +$1.79M +35,370 New
HWM
271
Howard Wealth Management
Connecticut
$1.78M -$12.9K -255 -0.7%
PA
272
PFG Advisors
Arizona
$1.77M +$167K +3,297 +10%
HAIM
273
Hunter Associates Investment Management
Pennsylvania
$1.76M -$399K -7,900 -19%
JBA
274
Johnson Bixby & Associates
Washington
$1.72M -$89.5K -1,771 -5%
WP
275
WealthSource Partners
California
$1.7M +$604K +11,950 +55%
9 10
11
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