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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 %
UFA
151
US Financial Advisors
Massachusetts
$5.03M -$115K -2,267 -2%
SIA
152
Schechter Investment Advisors
Michigan
$5M +$1.48M +29,336 +42%
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$4.92M -$1.91M -37,871 -28%
CWM
154
Cornerstone Wealth Management
Missouri
$4.91M +$4.91M +97,227 New
BCM
155
Brookstone Capital Management
Illinois
$4.87M +$4.87M +96,332 New
EIC
156
Equity Investment Corp
Georgia
$4.87M +$85.4K +1,690 +2%
EBA
157
Eagle Bay Advisors
New York
$4.83M +$1.24M +24,520 +35%
BRWA
158
B. Riley Wealth Advisors
Florida
$4.79M +$3.16M +62,572 +195%
TF
159
Theory Financial
Colorado
$4.77M +$4.77M +94,364 New
WMR
160
Wealth Management Resources
Rhode Island
$4.76M +$61.4K +1,215 +1%
CAGAS
161
Capital Advisory Group Advisory Services
Minnesota
$4.74M +$2.18M +43,150 +85%
OPS
162
Orion Portfolio Solutions
Nebraska
$4.71M +$453K +8,968 +11%
WA
163
Wilshire Advisors
California
$4.59M +$4.59M +90,912 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$4.56M +$2.55M +50,567 +127%
COCM
165
Charter Oak Capital Management
New Hampshire
$4.54M +$3.67M +72,631 +424%
TWC
166
TD Waterhouse Canada
Ontario, Canada
$4.51M +$4.2M +83,017 +1,358%
PAS
167
Park Avenue Securities
New York
$4.46M +$3M +59,328 +205%
DWM
168
Dakota Wealth Management
Florida
$4.44M -$176K -3,490 -4%
LI
169
LVZ Inc
Michigan
$4.42M -$4.22M -83,563 -49%
SA
170
Scarborough Advisors
Maryland
$4.37M +$517K +10,232 +13%
AWS
171
Atria Wealth Solutions
New York
$4.35M +$4.35M +86,048 New
RFC
172
Regions Financial Corp
Alabama
$4.31M -$145K -2,873 -3%
ZIM
173
Zacks Investment Management
Illinois
$4.26M +$2.35M +46,588 +123%
HNB
174
Huntington National Bank
Ohio
$4.23M -$3.81M – –
SFA
175
Semmax Financial Advisors
North Carolina
$4.2M +$1.26M +24,913 +43%
5 6
7
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