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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.

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
1
Fidelity Investments
Massachusetts
$185M
2
GT
2
Glenview Trust
Kentucky
$68.9M
3
Bank of America
3
Bank of America
North Carolina
$513M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$30.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$34.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$52.2M
2
CI
2
CX Institutional
Indiana
$550K
3
DC
3
Davenport & Co
Virginia
$79M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$24.3M
5
LG
5
Leuthold Group
Minnesota
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$6.21M +$3.24M +63,786 +109%
PCM
102
Piedmont Capital Management
Montana
$6.09M +$707K +13,942 +13%
AWMG
103
Alliance Wealth Management Group
New Jersey
$5.95M -$97.3K -1,918 -2%
FAP
104
Financial Advisory Partners
Florida
$5.8M +$5.8M +114,292 New
AWM
105
Altus Wealth Management
Kentucky
$5.71M +$356K +7,019 +7%
CAN
106
Cetera Advisor Networks
California
$5.62M +$280K +5,515 +5%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$5.49M +$3.4M +66,957 +162%
FHA
108
Flagship Harbor Advisors
Massachusetts
$5.31M +$5.02M +98,970 +1,754%
MIA
109
MMBG Investment Advisors
Florida
$5.27M +$5.27M +103,910 New
RC
110
Roundview Capital
New Jersey
$5.17M -$19K -375 -0.4%
UFA
111
US Financial Advisors
Massachusetts
$5.17M -$197K -3,875 -4%
MFM
112
Mirsky Financial Management
New York
$5.15M -$9.13K -180 -0.2%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$5.15M -$167K -3,292 -3%
SSWM
114
Smith Salley Wealth Management
North Carolina
$5.14M +$2.95M +58,106 +134%
BIA
115
Bigelow Investment Advisors
Maine
$5.1M +$267K +5,273 +6%
SEM
116
Strategic Equity Management
Arizona
$5.09M +$3.27M +64,544 +180%
AAM
117
Aureus Asset Management
Massachusetts
$5.09M – – –
SPP
118
Single Point Partners
Massachusetts
$5.06M +$469K +9,255 +10%
SC
119
Sierra Capital
Florida
$4.96M +$37.6K +741 +0.8%
BWCS
120
Beirne Wealth Consulting Services
Connecticut
$4.93M +$574K +11,333 +13%
RA
121
Rise Advisors
New York
$4.93M +$4.93M +97,187 New
WI
122
WrapManager Inc
California
$4.91M -$458K -9,022 -9%
SPC
123
Sigma Planning Corp
Michigan
$4.81M -$159K -3,135 -3%
EIC
124
Equity Investment Corp
Georgia
$4.8M +$92.1K +1,815 +2%
WMR
125
Wealth Management Resources
Rhode Island
$4.72M +$4.72M +93,034 New
3 4
5
6 7