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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 %
WJWM
551
Williams Jones Wealth Management
New York
$215K – – –
SEI Investments
552
SEI Investments
Pennsylvania
$215K +$215K +4,302 New
AAS
553
Ameritas Advisory Services
Nebraska
$211K +$211K +4,174 New
9WM
554
9258 Wealth Management
Ohio
$211K +$211K +4,177 New
LDFR
555
Lehman & Derafelo Financial Resources
Pennsylvania
$210K – – –
FA
556
Fortis Advisors
Pennsylvania
$209K +$209K +4,137 New
HS
557
Horan Securities
United States
$208K +$6.57K +130 +3%
RWA
558
Redhawk Wealth Advisors
Minnesota
$205K -$329K -6,516 -62%
LFAS
559
Level Four Advisory Services
Texas
$205K +$205K +4,055 New
AWA
560
Amplius Wealth Advisors
Pennsylvania
$202K +$202K +4,000 New
CIP
561
Capital Insight Partners
Arizona
$200K – – –
CT
562
Cambridge Trust
Massachusetts
$200K +$150K +2,965 +297%
BCV
563
Banque Cantonale Vaudoise
Switzerland
$177K +$56.6K +1,120 +47%
CAL
564
Capital Advisors Ltd
Ohio
$175K +$175K +3,465 New
WBC
565
West Branch Capital
Massachusetts
$174K +$101 +2 +0.1%
IFA
566
Interactive Financial Advisors
Illinois
$173K +$31.1K +689 +22%
Fifth Third Bancorp
567
Fifth Third Bancorp
Ohio
$172K – – –
Citigroup
568
Citigroup
New York
$163K +$148K +2,928 +976%
EIP
569
Ellis Investment Partners
Pennsylvania
$162K +$8.5K +169 +6%
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$161K -$60.5K -1,196 -27%
OHWP
571
Oak Harbor Wealth Partners
North Carolina
$147K – – –
SPWM
572
Spartan Planning & Wealth Management
North Carolina
$133K +$133K +2,631 New
AA
573
Ancora Advisors
Ohio
$123K +$50 +1 +0%
PFBT
574
Parkside Financial Bank & Trust
Missouri
$120K – – –
AA
575
AlphaMark Advisors
Kentucky
$118K – – –
21 22
23
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