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iShares Floating Rate Bond ETF
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Overview Fund Activity

663 hedge funds and large institutions have $6.28B invested in iShares Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 247 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+22
Holders Change %
+3.43%
% of All Funds
11.21%
Holding in Top 10
72
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.33%
% of All Funds
1.22%
New
97
Increased
241
Reduced
247
Closed
66
Calls
$110K
Puts
–
Net Calls
+$110K
Net Calls Change
+$110K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$164M
2
Jane Street
Jane Street
New York
$117M
3
Bank of America
Bank of America
North Carolina
$709M
4
Truist Financial
Truist Financial
North Carolina
$58.7M
5
NYLIM
New York Life Investment Management
New York
$39.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$74.1M
2
RIG
Ramiah Investment Group
Wisconsin
$6.15M
3
BlackRock
BlackRock
New York
$263M
4
AWMS
Advocacy Wealth Management Services
Georgia
$42.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$6.38M +$46.3K +928 +0.7%
LG
127
LaFleur & Godfrey
Michigan
$6.34M -$461K -9,229 -7%
RC
128
Roundview Capital
New Jersey
$6.33M +$267K +5,346 +4%
WMR
129
Wealth Management Resources
Rhode Island
$6.28M +$1.58M +31,586 +34%
SWM
130
Scissortail Wealth Management
Oklahoma
$6.24M +$6.24M +123,041 New
Creative Planning
131
Creative Planning
Kansas
$6.24M +$2.9M +58,058 +87%
HVIA
132
Hudson Valley Investment Advisors
New York
$6.15M +$722K +14,467 +13%
RIG
133
Ramiah Investment Group
Wisconsin
$6.15M -$52M -1,041,262 -89%
AI
134
Atria Investments
North Carolina
$6.11M -$642K -12,855 -10%
GC
135
Guggenheim Capital
Illinois
$6.01M -$96K -1,923 -2%
BIAS
136
Beacon Investment Advisory Services
New Jersey
$5.99M +$690K +13,832 +13%
AA
137
Alesco Advisors
New York
$5.9M -$102K -2,034 -2%
IC
138
Innealta Capital
Texas
$5.89M +$5.12M +102,655 +666%
PAG
139
Private Advisor Group
New Jersey
$5.79M +$3.51M +70,262 +153%
SC
140
Sierra Capital
Florida
$5.79M -$335K -6,702 -5%
BWCS
141
Beirne Wealth Consulting Services
Connecticut
$5.72M +$729K +14,604 +15%
FC
142
FCA Corp
Texas
$5.71M +$64.5K +1,293 +1%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$5.62M -$26.4M -529,145 -82%
LWP
144
Lumature Wealth Partners
Georgia
$5.59M +$5.59M +111,995 New
BFG
145
Beacon Financial Group
Texas
$5.56M -$376K -7,506 -6%
RFC
146
Regions Financial Corp
Alabama
$5.56M +$1.3M +26,049 +31%
SPIA
147
Steward Partners Investment Advisory
New York
$5.5M -$141K -2,832 -3%
DWM
148
Dakota Wealth Management
Florida
$5.5M +$1.11M +22,305 +25%
FAP
149
Financial Advisory Partners
Florida
$5.39M +$40.4K +810 +0.8%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$5.37M -$241K -4,824 -4%
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