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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 %
SAS
551
Sanford Advisory Services
Michigan
$241K +$241K +4,827 New
KF
552
Krilogy Financial
Missouri
$240K -$17.7K -355 -7%
TA
553
TrueWealth Advisors
Alabama
$240K -$3.89K -78 -2%
LSPW
554
Lake Street Private Wealth
Illinois
$240K +$240K +4,804 New
NCM
555
Noesis Capital Mangement
Florida
$239K – – –
CI
556
CX Institutional
Indiana
$238K -$37K -739 -13%
SFS
557
Security Financial Services
Indiana
$238K +$238K +4,763 New
CIM
558
Confluence Investment Management
Missouri
$237K – – –
EA
559
Efficient Advisors
Ohio
$237K +$6K +120 +3%
SPF
560
Steven Patrick Farmer
$237K +$237K +4,755 New
ATPW
561
Ashton Thomas Private Wealth
Arizona
$232K +$232K +4,648 New
CT
562
Coastline Trust
Rhode Island
$229K +$15.3K +306 +7%
WAM
563
Weatherly Asset Management
California
$228K -$225K -4,500 -50%
RWM
564
RBA Wealth Management
California
$225K -$6.08K -122 -3%
CTFG
565
Capstone Triton Financial Group
Oklahoma
$225K +$9.84K +196 +5%
SSWM
566
Smith Salley Wealth Management
North Carolina
$224K -$997 -20 -0.4%
SWM
567
Seaside Wealth Management
California
$224K +$224K +4,463 New
LFAS
568
Level Four Advisory Services
Texas
$223K +$20.7K +416 +10%
ESB
569
Essex Savings Bank
Connecticut
$221K +$221K +4,429 New
CCP
570
Carmel Capital Partners
California
$217K – – –
IF
571
Intrua Financial
Texas
$213K -$13.1K -262 -6%
IAG
572
Investmark Advisory Group
Connecticut
$213K +$213K +4,275 New
WJWM
573
Williams Jones Wealth Management
New York
$212K – – –
APA
574
Astoria Portfolio Advisors
New York
$210K -$873K -17,469 -81%
BBNA
575
Bremer Bank National Association
Minnesota
$208K +$208K +4,163 New
21 22
23
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