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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 %
CA
401
Calton & Associates
Florida
$649K -$139K -2,749 -18%
SGAM
402
Stephens Group Asset Management
Arkansas
$648K – – –
CCM
403
Coldstream Capital Management
Washington
$647K – – –
APWM
404
Atlas Private Wealth Management
New York
$645K +$1.72K +34 +0.3%
SCA
405
Snowden Capital Advisors
New York
$645K +$37K +732 +6%
APP
406
Avantax Planning Partners
Iowa
$641K +$122K +2,411 +23%
ECM
407
Evergreen Capital Management
Washington
$638K – – –
KIG
408
Kowal Investment Group
Wisconsin
$638K +$292K +5,771 +84%
EDRH
409
Edmond de Rothschild Holding
Switzerland
$629K -$56.1K -1,110 -8%
CIA
410
Compass Ion Advisors
Pennsylvania
$616K +$616K +12,193 New
SCM
411
Stonehearth Capital Management
Massachusetts
$613K +$613K +12,125 New
OPA
412
Old Port Advisors
Maine
$598K +$94.7K +1,871 +19%
H
413
HoyleCohen
California
$590K +$590K +11,670 New
AA
414
Argent Advisors
Louisiana
$575K +$41.8K +828 +8%
CMS
415
Capital Market Strategies
Florida
$567K +$4.54K +90 +0.8%
SWP
416
Summit Wealth Partners
Florida
$564K -$17.1K -339 -3%
PIMG
417
Patriot Investment Management Group
Tennessee
$562K – – –
IWM
418
IHT Wealth Management
Illinois
$556K – – –
WIA
419
World Investment Advisors
California
$555K +$555K +10,980 New
CSWG
420
Cardinal Strategic Wealth Guidance
Kentucky
$547K +$547K +10,837 New
FHA
421
First Horizon Advisors
Tennessee
$540K -$45.5K -900 -8%
IA
422
Insight Advisors
Pennsylvania
$538K -$188K -3,714 -26%
EVM
423
Eaton Vance Management
Massachusetts
$535K – – –
SIM
424
SSI Investment Management
California
$528K -$8.35K -165 -2%
RA
425
RFG Advisory
Alabama
$527K -$1.48M -29,242 -74%
15 16
17
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