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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
1
Allworth Financial
California
$412M
2
Bank of America
2
Bank of America
North Carolina
$650M
3
Morgan Stanley
3
Morgan Stanley
New York
$317M
4
GT
4
Glenview Trust
Kentucky
$133M
5
UBS Group
5
UBS Group
Switzerland
$220M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$59K
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$32.7M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$87.2M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
CNO Financial Group
Indiana
$36.7M +$11.9M +235,000 +48%
Prudential Financial
27
Prudential Financial
New Jersey
$35.7M +$1.31M +25,986 +4%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$33.5M +$10.9M +214,950 +48%
DWM
29
Destination Wealth Management
California
$32.9M +$598K +11,846 +2%
BBVA
30
Banco Bilbao Vizcaya Argentaria
Spain
$32.7M -$46.5M -919,309 -59%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$32.4M +$31.6M +625,602 +3,857%
MCM
32
MV Capital Management
Maryland
$31.8M +$128K +2,535 +0.4%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$31.5M +$1.01M +20,060 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$28M +$6.34M +125,431 +29%
JIP
35
Jaffetilchin Investment Partners
Florida
$26.5M +$26.5M +525,878 New
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$26.1M +$5.23M +103,517 +25%
VCA
37
Verdence Capital Advisors
Maryland
$25.9M +$1.61M +31,831 +7%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$25.3M +$4.42M +87,432 +21%
SWP
39
Stratos Wealth Partners
Ohio
$25.3M +$24.8M +491,481 +5,860%
Goldman Sachs
40
Goldman Sachs
New York
$24.5M +$1.58M +31,245 +7%
TC
41
Telemus Capital
Michigan
$23.9M +$276K +5,472 +1%
SF
42
Synovus Financial
Georgia
$23.3M +$392K +7,761 +2%
IWS
43
Insight Wealth Strategies
California
$23.2M +$491K +9,714 +2%
IWC
44
Integrated Wealth Concepts
Massachusetts
$22.1M +$21.2M +420,344 +2,425%
AWM
45
AE Wealth Management
Kansas
$21.4M +$16.9M +334,753 +379%
CCFCSB
46
Cape Cod Five Cents Savings Bank
Massachusetts
$20.7M -$272K -5,381 -1%
SCA
47
Stillwater Capital Advisors
Pennsylvania
$20.7M -$1.35M -26,803 -6%
MWM
48
Magnolia Wealth Management
Alabama
$19.5M +$19.5M +386,943 New
WJA
49
Willis Johnson & Associates
Texas
$19.4M +$567K +11,218 +3%
State Street
50
State Street
Massachusetts
$18.9M +$3.18M +62,926 +20%
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