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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 %
RC
126
Roundview Capital
New Jersey
$6.14M +$989K +19,580 +19%
AA
127
Alesco Advisors
New York
$6.08M +$2.02M +40,020 +50%
CWA
128
Clarus Wealth Advisors
Arizona
$6.05M +$1.97M +39,048 +48%
BFG
129
Beacon Financial Group
Texas
$5.99M -$5.31M -105,117 -47%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$5.98M +$495K +9,772 +9%
CAN
131
Cetera Advisor Networks
California
$5.92M +$321K +6,355 +6%
AWMG
132
Alliance Wealth Management Group
New Jersey
$5.83M -$99.2K -1,964 -2%
FC
133
FCA Corp
Texas
$5.72M +$1.27M +25,191 +29%
SPIA
134
Steward Partners Investment Advisory
New York
$5.71M +$2.1M +41,628 +58%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$5.67M +$3.13M +61,884 +123%
ASN
136
Advisory Services Network
Georgia
$5.55M +$3.06M +60,541 +123%
RHP
137
Royal Harbor Partners
Texas
$5.51M +$5.51M +109,105 New
HVIA
138
Hudson Valley Investment Advisors
New York
$5.5M +$5.5M +108,801 New
FAP
139
Financial Advisory Partners
Florida
$5.42M -$359K -7,100 -6%
BIA
140
Bigelow Investment Advisors
Maine
$5.39M +$316K +6,251 +6%
BOC
141
Bull Oak Capital
California
$5.39M +$2.27M +45,015 +73%
BIAS
142
Beacon Investment Advisory Services
New Jersey
$5.36M +$5.36M +106,061 New
WI
143
WrapManager Inc
California
$5.27M +$385K +7,630 +8%
MIA
144
MMBG Investment Advisors
Florida
$5.25M – – –
William Blair & Company
145
William Blair & Company
Illinois
$5.25M +$4.2M +83,195 +401%
SPP
146
Single Point Partners
Massachusetts
$5.21M +$173K +3,422 +3%
SEM
147
Strategic Equity Management
Arizona
$5.09M +$20.6K +408 +0.4%
AAM
148
Aureus Asset Management
Massachusetts
$5.07M – – –
MAG
149
MRA Advisory Group
New Jersey
$5.05M +$383K +7,585 +8%
BWCS
150
Beirne Wealth Consulting Services
Connecticut
$5.05M +$131K +2,597 +3%
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