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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 %
HCC
651
Hirtle Callaghan & Co
Pennsylvania
– -$665K -13,103 Closed
NAG
652
Northstar Advisory Group
New Jersey
– -$517K -10,200 Closed
WI
653
Wintrust Investments
Illinois
– -$493K -9,710 Closed
CFAM
654
Center For Asset Management
Florida
– -$484K -9,543 Closed
COF
655
Capital One Financial
Virginia
– -$480K -9,471 Closed
HWIS
656
Hancock Whitney Investment Services
Louisiana
– -$413K -8,126 Closed
SW
657
SVB Wealth
Massachusetts
– -$376K -7,415 Closed
TRIA
658
Trail Ridge Investment Advisors
Colorado
– -$358K -7,062 Closed
AG
659
Ascent Group
Virginia
– -$358K -7,059 Closed
TSS
660
Two Sigma Securities
New York
– -$339K -6,685 Closed
WAM
661
Wilsey Asset Management
California
– -$330K -6,512 Closed
BBHBI
662
B, B, H, & B Inc
Alabama
– -$329K -6,482 Closed
AIM
663
Alhambra Investment Management
Florida
– -$312K -6,160 Closed
OPOWM
664
One Plus One Wealth Management
Florida
– -$290K -5,708 Closed
M&T Bank
665
M&T Bank
New York
– -$265K -5,225 Closed
VHAM
666
Van Hulzen Asset Management
California
– -$259K -5,105 Closed
HSA
667
HBK Sorce Advisory
Pennsylvania
– -$259K -5,103 Closed
Bessemer Group
668
Bessemer Group
New Jersey
– -$238K -4,700 Closed
BRWM
669
B. Riley Wealth Management
Tennessee
– -$237K -4,228 Closed
VW
670
Vance Wealth
California
– -$214K -4,217 Closed
Allianz Asset Management
671
Allianz Asset Management
Germany
– -$203K -4,000 Closed
FFWM
672
Future Financial Wealth Management
Ohio
– -$152K -3,000 Closed
EC
673
Estate Counselors
Wisconsin
– -$134K -2,650 Closed
CSWM
674
Cassady Schiller Wealth Management
Ohio
– -$100K -1,968 Closed
WC
675
Westwind Capital
New Mexico
– -$100K -1,968 Closed
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