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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 %
CSB
626
City State Bank
Iowa
$9K – – –
First Manhattan
627
First Manhattan
New York
$6K – – –
MAWCM
628
Mine & Arao Wealth Creation & Management
California
$6K – – –
BHWM
629
Bay Harbor Wealth Management
Maryland
$6K +$6K +116 New
BBHC
630
Brown Brothers Harriman & Co
New York
$6K +$6K +120 New
CJL
631
Cyrus J. Lawrence
New York
$5K +$5K +100 New
IAS
632
IMA Advisory Services
Colorado
$4K +$188 +4 +5%
ZIG
633
Zullo Investment Group
Pennsylvania
$3K – – –
MA
634
MUFG Americas
New York
$3K +$3K +50 New
SLWA
635
San Luis Wealth Advisors
California
$3K +$3K +53 New
PO
636
Private Ocean
California
$2K +$2K +42 New
BWL
637
Bogart Wealth LLC
Virginia
$1K -$28.1K -478 -97%
KFI
638
Key Financial Inc
Pennsylvania
$1K – – –
T
639
TCWP
Ohio
$1K +$1K +33 New
NDSI
640
Newman Dignan & Sheerar Inc
Rhode Island
$329 – +2 +0%
WIM
641
Westside Investment Management
California
$118 – – –
ED
642
Exane Derivatives
France
$51 – – –
PI
643
Pachira Investments
California
– -$8.53M -168,209 Closed
SWM
644
Scissortail Wealth Management
Oklahoma
– -$6.24M -123,041 Closed
EC
645
Exelon Corporation
Illinois
– -$4.09M -80,633 Closed
BCM
646
BlueCrest Capital Management
Jersey
– -$3.59M -70,675 Closed
BNP Paribas Financial Markets
647
BNP Paribas Financial Markets
France
– -$1.81M -35,743 Closed
WANY
648
Wealthspire Advisors (New York)
New York
– -$929K -18,322 Closed
IWP
649
Icon Wealth Partners
Texas
– -$742K -14,636 Closed
NAM
650
NorthCrest Asset Manangement
Minnesota
– -$666K -13,124 Closed
24 25
26
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