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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 %
PFA
551
Professional Financial Advisors
Nebraska
$16K +$16K +316 New
Citigroup
552
Citigroup
New York
$15K – – –
AAP
553
Arax Advisory Partners
Colorado
$15K +$2.9K +56 +24%
CHA
554
Carmichael Hill & Associates
Maryland
$14K – – –
BFEC
555
Benjamin F. Edwards & Company
Missouri
$13K -$24.6K -500 -65%
AIM
556
Astor Investment Management
Illinois
$12K – – –
Jones Financial Companies
557
Jones Financial Companies
Missouri
$11K +$11K +214 New
GWS
558
Glassman Wealth Services
Virginia
$11K +$11K +214 New
LWA
559
Lenox Wealth Advisors
New York
$10K – – –
NSB
560
Norway Savings Bank
Maine
$10K – – –
CSB
561
City State Bank
Iowa
$9K +$9K +180 New
First Manhattan
562
First Manhattan
New York
$6K – – –
MAWCM
563
Mine & Arao Wealth Creation & Management
California
$6K – – –
CWS
564
Confluence Wealth Services
Pennsylvania
$6K +$6K +124 New
SWM
565
Selective Wealth Management
Virginia
$5K – – –
IWMWV
566
Ironwood Wealth Management (West Virginia)
West Virginia
$5K – – –
RPCONE
567
Retirement Planning Company of New England
Rhode Island
$5K +$5K +100 New
TAM
568
Tucker Asset Management
Colorado
$4.06K – – –
MAM
569
Meeder Asset Management
Ohio
$4K – – –
IAS
570
IMA Advisory Services
Colorado
$4K – – –
FCB
571
First Command Bank
Texas
$4K – – –
FCFS
572
First Command Financial Services
Texas
$4K – – –
BC
573
Barnett & Company
Tennessee
$4K +$3.2K +60 +400%
ZIG
574
Zullo Investment Group
Pennsylvania
$3K +$3K +55 New
MIM
575
MTM Investment Management
South Carolina
$1K – – –
21 22
23
24 25