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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 %
SSWG
351
Seven Springs Wealth Group
Tennessee
$872K +$872K +17,256 New
SCA
352
Southern Capital Advisors
Tennessee
$871K +$871K +17,231 New
CPA
353
Cardiff Park Advisors
California
$863K +$482K +9,547 +127%
BFS
354
Bickling Financial Services
Massachusetts
$857K +$29.1K +575 +4%
CF
355
Clarity Financial
Texas
$854K +$854K +16,900 New
BRC
356
Bell Rock Capital
Delaware
$849K -$108K -2,141 -11%
SAM
357
Strategy Asset Managers
California
$845K +$845K +16,731 New
CCM
358
Chilton Capital Management
Texas
$835K -$57.9K -1,145 -6%
IC
359
Inscription Capital
Texas
$833K -$13.9K -276 -2%
MWM
360
Marietta Wealth Management
Georgia
$831K -$838K -16,597 -50%
BCA
361
Bay Colony Advisors
Massachusetts
$825K +$31.9K +632 +4%
WMA
362
Wealth Management Associates
New Jersey
$821K -$25.3K -500 -3%
WFM
363
Wolff Financial Management
Michigan
$818K -$3.69K -73 -0.4%
SW
364
SteelPeak Wealth
California
$810K +$429K +8,505 +113%
ECA
365
Elevated Capital Advisors
Utah
$804K +$804K +15,907 New
RIA
366
Realta Investment Advisors
Delaware
$803K +$111K +2,188 +16%
CW
367
CreativeOne Wealth
Kansas
$798K -$420K -8,317 -34%
GM
368
GeoWealth Management
Illinois
$786K +$295K +5,828 +60%
FIA
369
Foundations Investment Advisors
Arizona
$779K +$487K +9,633 +167%
IC
370
Innealta Capital
Texas
$778K +$778K +15,406 New
USCWA
371
U.S. Capital Wealth Advisors
Texas
$777K +$1.52K +30 +0.2%
HH
372
Hilltop Holdings
Texas
$776K +$68.2K +1,350 +10%
PG
373
Patten Group
Tennessee
$776K +$168K +3,322 +28%
GA
374
GFS Advisors
Texas
$768K -$202K -4,000 -21%
SWM
375
Spire Wealth Management
Virginia
$768K +$253K +5,015 +49%
13 14
15
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