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iShares Floating Rate Bond ETF
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Overview Fund Activity

582 hedge funds and large institutions have $4.55B invested in iShares Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 205 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+58
Holders Change %
+11.07%
% of All Funds
8.99%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
112
Increased
205
Reduced
171
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.1M
2
GT
Glenview Trust
Kentucky
+$55.4M
3
Bank of America
Bank of America
North Carolina
+$54M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$30.3M
5
Prudential Financial
Prudential Financial
New Jersey
+$25.9M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$110M
2
CI
CX Institutional
Indiana
-$13.5M
3
DC
Davenport & Co
Virginia
-$9.98M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.03M
5
LG
Leuthold Group
Minnesota
-$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
326
Valmark Advisers
Ohio
$671K -$47.2K -930 -7%
GVAG
327
Great Valley Advisor Group
Delaware
$669K +$88.8K +1,749 +15%
NAM
328
NorthCrest Asset Manangement
Minnesota
$666K +$666K +13,124 New
HCC
329
Hirtle Callaghan & Co
Pennsylvania
$665K +$665K +13,103 New
CCG
330
Ceeto Capital Group
Florida
$659K – – –
SGAM
331
Stephens Group Asset Management
Arkansas
$651K +$80.2K +1,580 +14%
CCM
332
Coldstream Capital Management
Washington
$650K – – –
APWM
333
Atlas Private Wealth Management
New York
$646K +$25.4K +500 +4%
ECM
334
Evergreen Capital Management
Washington
$640K -$40.3K -795 -6%
TDC
335
Thompson Davis & Co
Virginia
$616K +$616K +12,149 New
SCA
336
Snowden Capital Advisors
New York
$611K -$5.12K -101 -0.8%
PG
337
Patten Group
Tennessee
$610K +$139K +2,749 +30%
EFS
338
Econ Financial Services
Pennsylvania
$607K +$607K +11,957 New
FHA
339
First Horizon Advisors
Tennessee
$586K +$2.63K +52 +0.5%
SWP
340
Summit Wealth Partners
Florida
$583K +$38.6K +761 +7%
CMS
341
Capital Market Strategies
Florida
$565K +$565K +11,143 New
PIMG
342
Patriot Investment Management Group
Tennessee
$564K – – –
AWA
343
Arete Wealth Advisors
Illinois
$561K +$127K +2,510 +29%
IWM
344
IHT Wealth Management
Illinois
$559K +$51 +1 +0%
BAS
345
Brown Advisory Securities
Maryland
$557K -$13.2K -260 -2%
CI
346
CX Institutional
Indiana
$550K -$13.5M -266,770 -96%
LA
347
Latitude Advisors
Florida
$548K +$22.6K +446 +4%
SIM
348
SSI Investment Management
California
$539K -$4.83K -95 -0.9%
EVM
349
Eaton Vance Management
Massachusetts
$537K – – –
RWA
350
Redhawk Wealth Advisors
Minnesota
$537K +$145K +2,852 +37%
12 13
14
15 16