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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
$185M
2
GT
Glenview Trust
Kentucky
$68.9M
3
Bank of America
Bank of America
North Carolina
$513M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$30.6M
5
Prudential Financial
Prudential Financial
New Jersey
$34.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$52.2M
2
CI
CX Institutional
Indiana
$550K
3
DC
Davenport & Co
Virginia
$79M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.3M
5
LG
Leuthold Group
Minnesota
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
501
Capital Insight Partners
Arizona
$200K -$206K -4,063 -51%
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$187K – – –
WBC
503
West Branch Capital
Massachusetts
$175K -$8.64K -170 -5%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$173K -$9.96K -196 -5%
SWM
505
Sugarloaf Wealth Management
Georgia
$173K +$152 +3 +0.1%
HR
506
Hayden Royal
North Carolina
$160K -$100K -1,985 -39%
IFA
507
Interactive Financial Advisors
Illinois
$159K +$8.46K +167 +6%
EIP
508
Ellis Investment Partners
Pennsylvania
$154K -$17.9K -354 -10%
FFWM
509
Future Financial Wealth Management
Ohio
$152K +$152K +3,000 New
OHWP
510
Oak Harbor Wealth Partners
North Carolina
$147K +$147K +2,900 New
EC
511
Estate Counselors
Wisconsin
$134K -$1.18M -23,285 -90%
AA
512
Ancora Advisors
Ohio
$124K -$31.1K -612 -20%
PFBT
513
Parkside Financial Bank & Trust
Missouri
$120K – – –
BCV
514
Banque Cantonale Vaudoise
Switzerland
$120K +$84.7K +1,680 +240%
AA
515
AlphaMark Advisors
Kentucky
$119K -$2.44K -48 -2%
BW
516
Bison Wealth
Georgia
$113K -$91.6K -1,809 -45%
CSWM
517
Cassady Schiller Wealth Management
Ohio
$100K +$100K +1,968 New
WC
518
Westwind Capital
New Mexico
$100K +$100K +1,968 New
CWM
519
Curi Wealth Management
North Carolina
$100K +$100K +1,974 New
SFM
520
Signet Financial Management
New Jersey
$80K +$80K +1,576 New
CA
521
CoreCap Advisors
Michigan
$78K +$78K +1,530 New
BWA
522
BDO Wealth Advisors
Florida
$73K – – –
PB
523
Pinnacle Bancorp
Nebraska
$72K – – –
FFA
524
Founders Financial Alliance
North Carolina
$69K -$1.02K -20 -1%
SSC
525
Syverson Strege & Co
Iowa
$67K +$102 +2 +0.2%
19 20
21
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