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iShares Floating Rate Bond ETF
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Overview Fund Activity

663 hedge funds and large institutions have $6.28B invested in iShares Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 247 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+22
Holders Change %
+3.43%
% of All Funds
11.21%
Holding in Top 10
72
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.33%
% of All Funds
1.22%
New
97
Increased
241
Reduced
247
Closed
66
Calls
$110K
Puts
–
Net Calls
+$110K
Net Calls Change
+$110K

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$164M
2
Jane Street
Jane Street
New York
+$113M
3
Bank of America
Bank of America
North Carolina
+$67.1M
4
Truist Financial
Truist Financial
North Carolina
+$43.3M
5
NYLIM
New York Life Investment Management
New York
+$39.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
RIG
Ramiah Investment Group
Wisconsin
-$52M
3
BlackRock
BlackRock
New York
-$51.1M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$43.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Marietta Wealth Management
Georgia
$821K – – –
CIAS
377
Capital Investment Advisory Services
North Carolina
$810K +$158K +3,170 +24%
LTI
378
Laffer Tengler Investments
Tennessee
$808K -$497K -9,952 -38%
PG
379
Patten Group
Tennessee
$794K +$27.6K +553 +4%
CNWM
380
Clay Northam Wealth Management
California
$783K +$49.9K +1,000 +7%
PWW
381
Pettyjohn Wood & White
Virginia
$774K +$24.9K +498 +3%
CAN
382
Claraphi Advisory Network
United States
$774K +$53.4K +1,069 +7%
1WA
383
180 Wealth Advisors
Washington
$771K -$189K -3,782 -20%
RIA
384
Realta Investment Advisors
Delaware
$770K -$23.3K -466 -3%
MWM
385
Modera Wealth Management
New Jersey
$769K -$190K -3,800 -20%
USCWA
386
U.S. Capital Wealth Advisors
Texas
$768K – – –
UB
387
UMB Bank
Missouri
$759K -$123K -2,473 -14%
GA
388
GFS Advisors
Texas
$759K – – –
RIG
389
RiverFront Investment Group
Virginia
$754K -$525K -10,519 -41%
AWA
390
Arete Wealth Advisors
Illinois
$752K +$265K +5,316 +55%
VA
391
Valmark Advisers
Ohio
$748K +$30.3K +607 +4%
CS
392
Credit Suisse
Switzerland
$744K +$331K +6,628 +80%
FIA
393
Foundations Investment Advisors
Arizona
$738K -$30.7K -615 -4%
RSWM
394
Robertson Stephens Wealth Management
California
$734K +$734K +14,710 New
SWM
395
Spire Wealth Management
Virginia
$732K -$26.8K -537 -4%
IC
396
Inscription Capital
Texas
$726K -$97K -1,943 -12%
KIG
397
Kowal Investment Group
Wisconsin
$721K +$90.7K +1,818 +14%
CSA
398
Cottage Street Advisors
Massachusetts
$720K +$54.6K +1,095 +8%
GM
399
GeoWealth Management
Illinois
$712K -$64K -1,282 -8%
WS
400
Wedbush Securities
California
$710K +$435K +8,716 +159%
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16
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