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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 %
EH
501
Equitable Holdings
New York
$333K -$20K -401 -6%
LWM
502
Laidlaw Wealth Management
New York
$330K -$122K -2,441 -27%
DDPIC
503
Deroy & Devereaux Private Investment Counsel
Michigan
$329K – – –
OWA
504
Outlook Wealth Advisors
Texas
$328K -$23.5K -470 -7%
KPWS
505
Kestra Private Wealth Services
Texas
$328K +$400 +8 +0.1%
NDSI
506
Newman Dignan & Sheerar Inc
Rhode Island
$325K +$299 +6 +0.1%
M&T Bank
507
M&T Bank
New York
$325K +$325K +201,278 New
BFC
508
Blue Fin Capital
Rhode Island
$317K +$317K +6,359 New
WWA
509
WC Walker & Associates
California
$316K -$39.4K -787 -11%
PGF
510
Plan Group Financial
Oklahoma
$314K +$314K +6,297 New
RPC
511
Rossmore Private Capital
Connecticut
$312K -$37.4K -750 -11%
D
512
Dentgroup
Louisiana
$312K +$549 +11 +0.2%
AWA
513
Artemis Wealth Advisors
New York
$311K +$50 +1 +0%
IAG
514
Investment Advisory Group
Massachusetts
$310K – – –
PFS
515
Prospera Financial Services
Texas
$306K -$172K -3,453 -36%
JCM
516
Janney Capital Management
Pennsylvania
$305K – – –
AC
517
Avestar Capital
New York
$303K +$303K +6,061 New
DWT
518
Dorsey & Whitney Trust
South Dakota
$300K – – –
BPA
519
Beacon Pointe Advisors
California
$300K +$14.3K +286 +5%
EIA
520
Eldridge Investment Advisors
New Hampshire
$300K +$300K +6,000 New
RJT
521
Raymond James Trust
Florida
$299K +$21.3K +426 +8%
HFA
522
High Falls Advisors
New York
$296K -$11.6K -232 -4%
ACK
523
Andrew C. Karlinski
$293K – – –
BWA
524
Beam Wealth Advisors
Louisiana
$291K -$102K -2,036 -26%
SYBT
525
Stock Yards Bank & Trust
Kentucky
$289K +$44.1K +885 +18%
19 20
21
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