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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 %
CCM
426
Crew Capital Management
Ohio
$522K +$522K +10,338 New
BAS
427
Brown Advisory Securities
Maryland
$516K -$37.5K -740 -7%
Invesco
428
Invesco
Georgia
$513K +$243K +4,807 +90%
MSFS
429
Main Street Financial Solutions
Pennsylvania
$508K +$51 +1 +0%
CCM
430
Covington Capital Management
California
$505K – – –
MHIC
431
Marble Harbor Investment Counsel
Massachusetts
$505K – – –
FAG
432
Fortitude Advisory Group
Washington
$505K +$16.1K +319 +3%
SIA
433
Strategic Investment Advisors
Michigan
$502K -$30.8K -610 -6%
PWM
434
Perigon Wealth Management
California
$500K +$26K +514 +5%
SEIA
435
Signature Estate & Investment Advisors
California
$500K +$500K +9,897 New
NB
436
Northwest Bancshares
Pennsylvania
$498K – – –
PA
437
Parallel Advisors
California
$497K -$5K -99 -1%
LIM
438
Loudon Investment Management
New Hampshire
$496K +$36K +714 +8%
KCA
439
Karn Couzens & Associates
Connecticut
$496K +$131K +2,587 +36%
AWA
440
Arete Wealth Advisors
Illinois
$493K -$66.4K -1,313 -12%
TDC
441
Thompson Davis & Co
Virginia
$489K -$124K -2,462 -20%
HWM
442
Hohimer Wealth Management
Washington
$488K +$69K +1,366 +16%
PFS
443
Prospera Financial Services
Texas
$485K -$774K -15,293 -61%
UL
444
Unionview LLC
Washington
$485K +$485K +9,591 New
WT
445
Whittier Trust
California
$482K – – –
HGERS
446
Householder Group Estate & Retirement Specialist
Arizona
$482K +$252 +5 +0.1%
WSCM
447
Wellington Shields Capital Management
New York
$475K -$2.58M -50,962 -84%
TIA
448
Traphagen Investment Advisors
New Jersey
$472K – – –
SPWM
449
Schrum Private Wealth Management
Florida
$466K +$504 +10 +0.1%
GGS
450
Galvin Gaustad & Stein
Arizona
$459K -$808K -15,991 -64%
16 17
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