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iShares Floating Rate Bond ETF
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Overview Fund Activity

582 hedge funds and large institutions have $4.55B invested in iShares Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 205 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+58
Holders Change %
+11.07%
% of All Funds
8.99%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
112
Increased
205
Reduced
171
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.1M
2
GT
Glenview Trust
Kentucky
+$55.4M
3
Bank of America
Bank of America
North Carolina
+$54M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$30.3M
5
Prudential Financial
Prudential Financial
New Jersey
+$25.9M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$110M
2
CI
CX Institutional
Indiana
-$13.5M
3
DC
Davenport & Co
Virginia
-$9.98M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.03M
5
LG
Leuthold Group
Minnesota
-$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
476
Stock Yards Bank & Trust
Kentucky
$249K +$249K +4,910 New
TA
477
TrueWealth Advisors
Alabama
$248K – – –
FRA
478
Front Row Advisors
California
$247K – – –
KF
479
Krilogy Financial
Missouri
$247K +$203 +4 +0.1%
CWP
480
CFM Wealth Partners
Texas
$246K – – –
NCM
481
Noesis Capital Mangement
Florida
$243K -$44.1K -870 -15%
CIM
482
Confluence Investment Management
Missouri
$241K – – –
Bessemer Group
483
Bessemer Group
New Jersey
$238K +$238K +4,700 New
BRWM
484
B. Riley Wealth Management
Tennessee
$237K +$237K +4,228 New
VCM
485
Vivaldi Capital Management
Illinois
$236K – – –
RWM
486
RBA Wealth Management
California
$235K +$235K +4,633 New
PHS
487
Pekin Hardy Strauss
Illinois
$230K -$35.5K -700 -13%
IF
488
Intrua Financial
Texas
$229K – – –
SB
489
Strategic Blueprint
Georgia
$226K -$54.6K -1,076 -19%
Vontobel Holding
490
Vontobel Holding
Switzerland
$226K -$26.3K -517 -10%
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$222K +$222K +4,378 New
CCP
492
Carmel Capital Partners
California
$221K +$221K +4,350 New
FHB
493
First Hawaiian Bank
Hawaii
$217K +$2.39K +47 +1%
WJWM
494
Williams Jones Wealth Management
New York
$216K – – –
VW
495
Vance Wealth
California
$214K +$214K +4,217 New
LDFR
496
Lehman & Derafelo Financial Resources
Pennsylvania
$210K – – –
HI
497
Harbour Investments
Wisconsin
$208K -$2.03M -40,042 -91%
SG
498
StoneX Group
New York
$204K -$30.2K -595 -13%
Allianz Asset Management
499
Allianz Asset Management
Germany
$203K +$203K +4,000 New
HS
500
Horan Securities
United States
$202K +$202K +3,987 New
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