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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 %
CAG
376
Csenge Advisory Group
Florida
$764K -$202K -3,992 -21%
PWW
377
Pettyjohn Wood & White
Virginia
$758K -$25.3K -500 -3%
RCAG
378
Rehmann Capital Advisory Group
Michigan
$752K +$363K +7,184 +93%
DI
379
Disciplined Investments
Oklahoma
$748K -$21.1K -417 -3%
CNWM
380
Clay Northam Wealth Management
California
$742K -$72.5K -1,435 -9%
AIA
381
Acute Investment Advisory
Arizona
$736K +$736K +14,574 New
MIH
382
Meitav Investment House
Israel
$733K -$182K -3,616 -20%
PWMAG
383
Pinnacle Wealth Management Advisory Group
New Jersey
$733K +$456K +9,025 +164%
CAN
384
Claraphi Advisory Network
United States
$729K +$729K +14,436 New
VA
385
Valmark Advisers
Ohio
$727K +$58.9K +1,166 +9%
FA
386
Flagstar Advisors
New York
$723K +$203K +4,021 +39%
MHS
387
M Holdings Securities
Oregon
$720K +$720K +14,249 New
GF
388
Gries Financial
Ohio
$714K +$377K +7,464 +112%
WEG
389
World Equity Group
Illinois
$708K +$708K +14,009 New
CG
390
Colony Group
Massachusetts
$704K +$28.1K +557 +4%
Bank Julius Baer & Co
391
Bank Julius Baer & Co
Switzerland
$689K -$400K -7,913 -37%
SWA
392
Sax Wealth Advisors
New Jersey
$680K – – –
CA
393
CoreCap Advisors
Michigan
$680K +$603K +11,930 +780%
CSA
394
Cottage Street Advisors
Massachusetts
$674K +$152 +3 +0%
AWA
395
Arkadios Wealth Advisors
Georgia
$661K +$353K +6,988 +114%
GVAG
396
Great Valley Advisor Group
Delaware
$660K -$5.86K -116 -0.9%
CIAS
397
Capital Investment Advisory Services
North Carolina
$660K +$179K +3,533 +37%
CCG
398
Ceeto Capital Group
Florida
$657K – – –
Deutsche Bank
399
Deutsche Bank
Germany
$656K -$430K -8,500 -40%
BWM
400
Birchcreek Wealth Management
Ohio
$650K -$40.1K -795 -6%
14 15
16
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