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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
$412M
2
Bank of America
Bank of America
North Carolina
$650M
3
Morgan Stanley
Morgan Stanley
New York
$317M
4
GT
Glenview Trust
Kentucky
$133M
5
UBS Group
UBS Group
Switzerland
$220M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$59K
2
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$32.7M
3
AWMS
Advocacy Wealth Management Services
Georgia
$87.2M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
$11M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
601
HM Payson & Co
Maine
$32K +$32K +629 New
SCA
602
Stonebridge Capital Advisors
Minnesota
$32K +$32K +637 New
FGAM
603
Financial Gravity Asset Management
Texas
$31.2K -$257K -7,569 -89%
PCTC
604
Perkins Coie Trust Company
Washington
$30K – – –
PWM
605
Provident Wealth Management
Tennessee
$29K -$9.37K -188 -24%
CMA
606
Cedar Mountain Advisors
Oregon
$28K +$28K +550 New
BLC
607
Brown, Lisle/Cummings
Rhode Island
$25.3K – – –
CP
608
Castleview Partners
Texas
$25K -$1.07M -21,860 -98%
AIM
609
Astor Investment Management
Illinois
$25K +$12.4K +249 +99%
GI
610
Gradient Investments
Minnesota
$22K -$360 -7 -2%
TIM
611
Tevis Investment Management
Texas
$18K +$18K +376 New
SMG
612
Spectrum Management Group
Indiana
$17K – – –
CICI
613
Capital Investment Counsel Inc
North Carolina
$17K +$17K +345 New
KFS
614
Kelly Financial Services
Massachusetts
$16.2K +$50 +1 +0.3%
RG
615
Retirement Group
California
$16K – – –
PFA
616
Professional Financial Advisors
Nebraska
$16K – – –
TFGT
617
TS Financial Group (TSFG)
Illinois
$16K – – –
KC
618
Knuff & Co
California
$15K +$15K +300 New
CHA
619
Carmichael Hill & Associates
Maryland
$14K – – –
TF
620
Tompkins Financial
New York
$14K +$14K +287 New
BFEC
621
Benjamin F. Edwards & Company
Missouri
$13K – – –
AF
622
Arrow Financial
New York
$13K +$13K +262 New
AAP
623
Arax Advisory Partners
Colorado
$11K -$4.05K -78 -27%
WWP
624
WR Wealth Planners
Missouri
$10.5K +$10.5K +208 New
NSB
625
Norway Savings Bank
Maine
$10K – – –
23 24
25
26 27