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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 %
MAG
126
MRA Advisory Group
New Jersey
$4.69M +$4.69M +92,374 New
VPW
127
Vericrest Private Wealth
Pennsylvania
$4.68M +$4.68M +92,149 New
DWM
128
Dakota Wealth Management
Florida
$4.64M -$86.2K -1,699 -2%
MIG
129
McGuire Investment Group
Rhode Island
$4.56M +$4.56M +89,892 New
MCC
130
Money Concepts Capital
Florida
$4.55M +$4.55M +89,713 New
AAS
131
Avantax Advisory Services
Texas
$4.53M +$701K +13,823 +18%
AWM
132
AE Wealth Management
Kansas
$4.48M +$62.4K +1,230 +1%
RFC
133
Regions Financial Corp
Alabama
$4.47M +$670K +13,205 +18%
FC
134
FCA Corp
Texas
$4.46M -$1.74M -34,386 -28%
UCFA
135
United Capital Financial Advisors
Texas
$4.46M +$429K +8,447 +11%
BOTW
136
Bank of the West
California
$4.34M +$917K +18,072 +27%
ST
137
Smithfield Trust
Pennsylvania
$4.28M -$282K -5,566 -6%
OPS
138
Orion Portfolio Solutions
Nebraska
$4.28M -$567K -11,186 -12%
BAM
139
Belpointe Asset Management
Nevada
$4.26M +$1.91M +37,592 +81%
CCG
140
Chatham Capital Group
Georgia
$4.22M -$2.93M -57,716 -41%
CC
141
Courier Capital
New York
$4.21M +$198K +3,909 +5%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$4.18M -$1.97M -38,810 -32%
ES
143
ETF Store
Kansas
$4.12M +$4.12M +81,192 New
KCM
144
Karp Capital Management
California
$4.12M +$412K +8,118 +11%
CWA
145
Clarus Wealth Advisors
Arizona
$4.09M +$3.58M +70,573 +694%
EC
146
Exelon Corporation
Illinois
$4.09M +$4.09M +80,633 New
AA
147
Alesco Advisors
New York
$4.07M -$4.68M -92,157 -53%
CIC
148
Canal Insurance Company
South Carolina
$3.96M – – –
PA
149
Pinnacle Associates
New York
$3.88M +$2.01M +39,615 +108%
NFG
150
Nations Financial Group
Iowa
$3.87M -$1.58M -31,218 -29%
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