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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 %
HFS
526
Haverford Financial Services
Pennsylvania
$286K +$14.8K +296 +5%
HF
527
HRT Financial
New York
$286K +$40K +802 +16%
ACIM
528
Azimuth Capital Investment Management
Michigan
$286K +$286K +5,725 New
SIC
529
Sterling Investment Counsel
New York
$280K +$280K +5,610 New
WDC
530
Woodward Diversified Capital
California
$274K -$21.8K -437 -7%
AIP
531
Ameritas Investment Partners
Nebraska
$273K +$249 +5 +0.1%
MIFH
532
Migdal Insurance & Financial Holdings
Israel
$272K – – –
4WM
533
4J Wealth Management
Virginia
$271K +$997 +20 +0.4%
WQ
534
Wealth Quarterback
New Jersey
$269K +$269K +5,382 New
VCM
535
Vivaldi Capital Management
Illinois
$268K – – –
SFG
536
Snider Financial Group
Washington
$263K -$11.8K -237 -4%
SAM
537
Seelaus Asset Management
New Jersey
$262K -$97.6K -1,957 -27%
CWM
538
Cabot Wealth Management
Massachusetts
$261K -$17.5K -350 -6%
BAS
539
Brown Advisory Securities
Maryland
$260K -$250K -4,998 -49%
SFP
540
Shepherd Financial Partners
Massachusetts
$260K -$111K -2,219 -30%
WTC
541
WhitTier Trust Company
Nevada
$260K – – –
NP
542
NorthRock Partners
Minnesota
$259K -$3.65K -73 -1%
LWP
543
Legacy Wealth Planning
Nevada
$257K +$257K +5,139 New
WA
544
Wealthstar Advisors
Texas
$253K – – –
MLIC
545
Mandatum Life Insurance Company
Finland
$253K – – –
FRA
546
Front Row Advisors
California
$248K – – –
CL
547
CPWM LLC
Washington
$248K +$2.5K +50 +1%
IA
548
Insight Advisors
Pennsylvania
$247K -$287K -5,725 -54%
OAM
549
Occidental Asset Management
California
$247K -$86K -1,723 -26%
CWP
550
CFM Wealth Partners
Texas
$242K – – –
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