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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 %
DADC
276
D.A. Davidson & Co
Montana
$1.69M -$181K -3,576 -10%
PM
277
Phraction Management
Connecticut
$1.65M +$1.39M +27,600 +552%
SPFA
278
Summit Place Financial Advisors
New Jersey
$1.64M +$1.14M +22,480 +225%
PIM
279
Penobscot Investment Management
Massachusetts
$1.62M -$23.7K -470 -1%
SCA
280
STALEY CAPITAL ADVISERS
Pennsylvania
$1.6M – – –
PAG
281
Private Advisory Group
Washington
$1.6M +$1.6M +31,604 New
WWM
282
Western Wealth Management
Colorado
$1.56M +$877K +17,374 +128%
BA
283
Bellwether Advisors
Nebraska
$1.56M -$27.6K -546 -2%
ACM
284
Absolute Capital Management
Pennsylvania
$1.56M +$1.56M +30,800 +440,000%
DG
285
DMC Group
Alabama
$1.55M -$147K -2,902 -9%
DAS
286
Dynamic Advisor Solutions
Arizona
$1.52M -$231K -4,564 -13%
CA
287
Cetera Advisors
Colorado
$1.51M -$1.89M -37,494 -56%
PFP
288
Pinnacle Financial Partners
Tennessee
$1.49M +$1.49M +29,451 New
FH
289
FWG Holdings
Florida
$1.47M +$1.47M +29,158 New
CTC
290
Central Trust Company
Missouri
$1.44M -$665K -13,162 -32%
CC
291
Cypress Capital
Tennessee
$1.44M -$39.5K -782 -3%
VAM
292
Verity Asset Management
North Carolina
$1.44M -$509K -10,071 -26%
SB
293
Sunflower Bank
Texas
$1.42M – – –
HC
294
Hoese & Co
Minnesota
$1.4M +$1.4M +27,700 New
HWMA
295
Heritage Wealth Management (Arizona)
Arizona
$1.39M +$1.39M +27,448 New
PCM
296
Parsons Capital Management
Rhode Island
$1.38M +$79.3K +1,570 +6%
SFG
297
Summit Financial Group
West Virginia
$1.37M +$612K +12,125 +81%
TA
298
Townsend & Associates
Colorado
$1.35M +$1.35M +26,735 New
LTI
299
Laffer Tengler Investments
Tennessee
$1.32M -$176K -3,476 -12%
NL
300
NWAM LLC
Washington
$1.32M +$453K +8,969 +52%
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