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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 %
WAM
451
Weatherly Asset Management
California
$458K -$30.3K -600 -6%
LWM
452
Laidlaw Wealth Management
New York
$457K +$71.6K +1,419 +19%
GCA
453
Gradient Capital Advisors
California
$452K – – –
1CM
454
1492 Capital Management
Wisconsin
$449K +$449K +8,888 New
APWA
455
Atlas Private Wealth Advisors
New Jersey
$446K -$15.2K -300 -3%
DCM
456
Donaldson Capital Management
Indiana
$436K – – –
IP
457
Ignite Planners
California
$435K +$12.5K +248 +3%
Cerity Partners
458
Cerity Partners
New York
$434K – – –
OAM
459
Oak Asset Management
California
$429K – – –
CS
460
Credit Suisse
Switzerland
$418K – – –
SFG
461
StrategIQ Financial Group
Indiana
$416K -$73.7K -1,458 -15%
WP
462
WealthShield Partners
North Carolina
$412K +$9.66K +191 +2%
EWA
463
Exencial Wealth Advisors
Oklahoma
$403K +$116K +2,296 +40%
SWM
464
Selective Wealth Management
Virginia
$400K +$395K +7,819 +8,061%
BWA
465
Beam Wealth Advisors
Louisiana
$398K -$120K -2,369 -23%
NFP
466
Narus Financial Partners
Utah
$397K +$397K +7,868 New
VAS
467
Vestmark Advisory Solutions
Massachusetts
$397K -$7.38K -146 -2%
ACM
468
Azimuth Capital Management
Michigan
$394K +$32.6K +645 +9%
EWA
469
Evolution Wealth Advisors
Florida
$391K – – –
SS
470
Simplicity Solutions
Minnesota
$391K +$391K +7,740 New
BAM
471
Bayshore Asset Management
Florida
$383K +$75.8K +1,501 +25%
AIC
472
Argus Investors Counsel
New York
$380K – – –
GTAM
473
Global Trust Asset Management
Florida
$380K +$350K +6,936 +1,176%
SFP
474
Shepherd Financial Partners
Massachusetts
$377K -$2.89K -57 -0.8%
B
475
Bailard
California
$369K -$2.27M -44,957 -86%
17 18
19
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