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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 %
SAM
476
Seelaus Asset Management
New Jersey
$364K +$95.3K +1,889 +35%
CA
477
Continuum Advisory
Idaho
$363K +$363K +7,191 New
WWA
478
WC Walker & Associates
California
$359K -$6.47K -128 -2%
EH
479
Equitable Holdings
New York
$357K +$92.8K +1,839 +35%
OWA
480
Outlook Wealth Advisors
Texas
$356K -$4.35K -86 -1%
RPC
481
Rossmore Private Capital
Connecticut
$354K +$46.4K +917 +15%
GC
482
Grimes & Company
Massachusetts
$353K -$73.7K -1,459 -17%
AOWM
483
Alpha Omega Wealth Management
Virginia
$353K – – –
SWP
484
Strategic Wealth Partners
Ohio
$352K -$48.9K -970 -12%
PIA
485
Powell Investment Advisors
Florida
$350K – – –
FF
486
Friedenthal Financial
New Jersey
$348K -$153K -3,021 -30%
FPCM
487
Financial Partners Capital Management
New York
$345K – – –
OAM
488
Occidental Asset Management
California
$337K -$27.8K -550 -8%
AWA
489
Acorn Wealth Advisors
Michigan
$335K -$3.18K -63 -0.9%
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334K +$15.2K +300 +5%
DDPIC
491
Deroy & Devereaux Private Investment Counsel
Michigan
$333K – – –
KPWS
492
Kestra Private Wealth Services
Texas
$331K +$331K +6,560 New
RB
493
Renasant Bank
Mississippi
$325K – – –
LGA
494
Lebenthal Global Advisors
New York
$318K -$50.5K -1,000 -14%
D
495
Dentgroup
Louisiana
$315K +$253 +5 +0.1%
AWA
496
Artemis Wealth Advisors
New York
$315K +$34.3K +679 +12%
IAG
497
Investment Advisory Group
Massachusetts
$313K +$13K +257 +4%
HFA
498
High Falls Advisors
New York
$311K -$1.12M -22,236 -78%
JCM
499
Janney Capital Management
Pennsylvania
$309K +$309K +6,114 New
CIS
500
Continental Investors Services
Washington
$308K -$87.7K -1,731 -22%
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