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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 %
MFA
601
Mayflower Financial Advisors
Massachusetts
– -$295K -5,799 Closed
PIA
602
Pinion Investment Advisors
Kansas
– -$279K -5,496 Closed
CFP
603
Curran Financial Partners
South Carolina
– -$250K -4,929 Closed
ATPW
604
Ashton Thomas Private Wealth
Arizona
– -$249K -4,905 Closed
IDA
605
Intelligence Driven Advisers
California
– -$247K -4,859 Closed
BF
606
BOK Financial
Oklahoma
– -$244K -4,803 Closed
KFP
607
KMG Fiduciary Partners
Ohio
– -$244K -4,792 Closed
BCM
608
Brookstone Capital Management
Illinois
– -$241K -4,741 Closed
JHCP
609
Jackson Hole Capital Partners
Oklahoma
– -$239K -4,700 Closed
RCA
610
Resonant Capital Advisors
Wisconsin
– -$231K -4,550 Closed
CIA
611
Capital Investment Advisors
Georgia
– -$206K -4,045 Closed
LA
612
LexAurum Advisors
Kansas
– -$201K -3,961 Closed
WS
613
Wedbush Securities
California
– -$200K -3,936 Closed
LWM
614
Liberty Wealth Management
California
– -$83K -1,633 Closed
IF
615
Ironwood Financial
Arizona
– -$75K -1,485 Closed
GCM
616
Gables Capital Management
Florida
– -$51K -1,000 Closed
RPCA
617
Running Point Capital Advisors
California
– -$34K -675 Closed
MA
618
MCF Advisors
Kentucky
– -$22K -430 Closed
BAM
619
Baldrige Asset Management
Pennsylvania
– -$16K -313 Closed
TWA
620
TCI Wealth Advisors
Arizona
– -$13K -262 Closed
TVWM
621
Tower View Wealth Management
Wisconsin
– -$10K -200 Closed
FNBOSM
622
First National Bank of South Miami
Florida
– -$10K -200 Closed
GGI
623
Godsey & Gibb Inc
Virginia
– -$7K -130 Closed
CFD
624
Creative Financial Designs
Indiana
– -$6K -116 Closed
WT
625
Washington Trust
Rhode Island
– -$2K -46 Closed
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