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iShares Floating Rate Bond ETF
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Overview Fund Activity

663 hedge funds and large institutions have $6.28B invested in iShares Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 247 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+22
Holders Change %
+3.43%
% of All Funds
11.21%
Holding in Top 10
72
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.33%
% of All Funds
1.22%
New
97
Increased
241
Reduced
247
Closed
66
Calls
$110K
Puts
–
Net Calls
+$110K
Net Calls Change
+$110K

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$164M
2
Jane Street
Jane Street
New York
+$113M
3
Bank of America
Bank of America
North Carolina
+$67.1M
4
Truist Financial
Truist Financial
North Carolina
+$43.3M
5
NYLIM
New York Life Investment Management
New York
+$39.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
RIG
Ramiah Investment Group
Wisconsin
-$52M
3
BlackRock
BlackRock
New York
-$51.1M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$43.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
476
Barber Financial Group
Kansas
$423K +$423K +8,478 New
RWM
477
Reston Wealth Management
Virginia
$418K +$418K +8,379 New
CIS
478
Continental Investors Services
Washington
$412K +$108K +2,166 +36%
AIC
479
Argus Investors Counsel
New York
$409K +$34.4K +690 +9%
IP
480
Ignite Planners
California
$403K -$27.5K -551 -6%
LWANC
481
Laurel Wealth Advisors (North Carolina)
North Carolina
$399K +$117K +2,347 +42%
WP
482
WealthShield Partners
North Carolina
$397K -$9.94K -199 -2%
EWA
483
Exencial Wealth Advisors
Oklahoma
$395K -$2.75K -55 -0.7%
LA
484
LexAurum Advisors
Kansas
$394K +$170K +3,403 +76%
EWA
485
Evolution Wealth Advisors
Florida
$386K – – –
WT
486
Whittier Trust
California
$381K -$94.8K -1,900 -20%
NFP
487
Narus Financial Partners
Utah
$376K -$17.2K -344 -4%
VAS
488
Vestmark Advisory Solutions
Massachusetts
$373K -$19.4K -388 -5%
FA
489
Fiducient Advisors
Illinois
$369K +$369K +7,384 New
SGAM
490
Stephens Group Asset Management
Arkansas
$364K -$277K -5,540 -43%
BCA
491
Bay Colony Advisors
Massachusetts
$354K -$466K -9,282 -57%
CA
492
Continuum Advisory
Idaho
$349K -$9.88K -198 -3%
GC
493
Grimes & Company
Massachusetts
$349K – – –
AOWM
494
Alpha Omega Wealth Management
Virginia
$349K – – –
PIA
495
Powell Investment Advisors
Florida
$346K – – –
VCM
496
Virtue Capital Management
Tennessee
$346K +$346K +6,928 New
MGIA
497
Moneta Group Investment Advisors
Missouri
$343K +$343K +6,871 New
HIS
498
Harvest Investment Services
Illinois
$339K +$339K +6,802 New
Vontobel Holding
499
Vontobel Holding
Switzerland
$336K +$76.4K +1,530 +29%
FPCM
500
Financial Partners Capital Management
New York
$334K -$5.99K -120 -2%
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