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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 %
GEA
526
Glen Eagle Advisors
New Jersey
$66.2K – – –
HIA
527
Harbor Investment Advisory
Maryland
$63K – – –
JWA
528
JFS Wealth Advisors
Pennsylvania
$60K – – –
MHR
529
Matthew Hamilton Rosenberg
$57K – – –
CT
530
Cambridge Trust
Massachusetts
$51K +$51K +1,000 New
BWP
531
Baldwin Wealth Partners
Massachusetts
$50K – – –
HCP
532
Hexagon Capital Partners
Arkansas
$47K – – –
ADL
533
Asset Dedication LLC
California
$43K – – –
FGAM
534
Financial Gravity Asset Management
Texas
$40.3K +$3.43K +721 +9%
PWM
535
Provident Wealth Management
Tennessee
$39K +$2.48K +49 +7%
CAL
536
Capital Analysts LLC
Pennsylvania
$36K +$51 +1 +0.1%
BFC
537
Bedel Financial Consulting
Indiana
$33K – – –
GTAM
538
Global Trust Asset Management
Florida
$30K – – –
PCTC
539
Perkins Coie Trust Company
Washington
$30K – – –
SC
540
SouthState Corp
Florida
$30K +$30K +599 New
IAG
541
Investmark Advisory Group
Connecticut
$30K +$30K +608 New
BLC
542
Brown, Lisle/Cummings
Rhode Island
$25.4K +$25.4K +500 New
CFA
543
Carroll Financial Associates
North Carolina
$25K -$2.98M -59,390 -99%
BWL
544
Bogart Wealth LLC
Virginia
$25K – – –
GI
545
Gradient Investments
Minnesota
$22K +$405 +8 +2%
National Bank of Canada
546
National Bank of Canada
Quebec, Canada
$20K +$20K +384 New
SMG
547
Spectrum Management Group
Indiana
$17K -$1.09K -21 -6%
KFS
548
Kelly Financial Services
Massachusetts
$16.3K – – –
RG
549
Retirement Group
California
$16K -$12.5K -240 -44%
TFGT
550
TS Financial Group (TSFG)
Illinois
$16K – – –
20 21
22
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