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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 %
KF
526
Krilogy Financial
Missouri
$261K +$15K +298 +6%
WA
527
Wealthstar Advisors
Texas
$257K – – –
MLIC
528
Mandatum Life Insurance Company
Finland
$256K – – –
FRA
529
Front Row Advisors
California
$251K +$5.05K +100 +2%
HF
530
HRT Financial
New York
$249K +$249K +4,930 New
AWM
531
Apollon Wealth Management
South Carolina
$248K -$33.6K -666 -12%
TA
532
TrueWealth Advisors
Alabama
$248K – – –
CL
533
CPWM LLC
Washington
$248K – – –
SYBT
534
Stock Yards Bank & Trust
Kentucky
$248K – – –
LF
535
Lee Financial
Texas
$247K -$22.5K -445 -8%
CWP
536
CFM Wealth Partners
Texas
$245K – – –
NCM
537
Noesis Capital Mangement
Florida
$242K – – –
GIA
538
Gladstone Institutional Advisory
Florida
$241K +$241K +4,766 New
CIM
539
Confluence Investment Management
Missouri
$240K – – –
RWM
540
RBA Wealth Management
California
$234K +$50 +1 +0%
EA
541
Efficient Advisors
Ohio
$233K -$161K -3,189 -41%
PHS
542
Pekin Hardy Strauss
Illinois
$229K – – –
SSWM
543
Smith Salley Wealth Management
North Carolina
$228K -$4.89M -96,859 -96%
IF
544
Intrua Financial
Texas
$228K – – –
Lido Advisors
545
Lido Advisors
California
$228K +$228K +4,517 New
LA
546
LexAurum Advisors
Kansas
$227K +$227K +4,488 New
TCM
547
Triumph Capital Management
Colorado
$224K +$224K +4,438 New
CCP
548
Carmel Capital Partners
California
$220K – – –
CT
549
Coastline Trust
Rhode Island
$216K +$216K +4,280 New
CTFG
550
Capstone Triton Financial Group
Oklahoma
$216K +$216K +4,287 New
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