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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 %
TIAM2
151
Tru Independence Asset Management 2
Oregon
$5.33M +$2.01M +40,175 +60%
CA
152
Cetera Advisors
Colorado
$5.32M +$3.82M +76,606 +256%
SPP
153
Single Point Partners
Massachusetts
$5.31M +$161K +3,216 +3%
SFA
154
Semmax Financial Advisors
North Carolina
$5.31M +$1.12M +22,216 +27%
MAG
155
MRA Advisory Group
New Jersey
$5.17M +$176K +3,534 +4%
MIA
156
MMBG Investment Advisors
Florida
$5.12M -$72.4K -1,450 -1%
FAM
157
Forte Asset Management
New York
$5.04M +$5.04M +100,952 New
PI
158
Parkside Investments
Illinois
$5.01M +$5.01M +100,450 New
WI
159
WrapManager Inc
California
$4.99M -$221K -4,430 -4%
BRWA
160
B. Riley Wealth Advisors
Florida
$4.98M +$255K +5,108 +5%
AWM
161
Axxcess Wealth Management
California
$4.94M -$1.99M -39,957 -29%
PAS
162
Park Avenue Securities
New York
$4.9M +$495K +9,924 +11%
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
$4.87M +$3.45K +69 +0.1%
TF
164
Theory Financial
Colorado
$4.83M +$121K +2,421 +3%
PWAG
165
Polaris Wealth Advisory Group
California
$4.82M -$1.29M -25,939 -21%
UFA
166
US Financial Advisors
Massachusetts
$4.81M -$159K -3,188 -3%
UCFA
167
United Capital Financial Advisors
Texas
$4.81M -$1.48M -29,590 -24%
COCM
168
Charter Oak Capital Management
New Hampshire
$4.67M +$193K +3,867 +4%
CAGAS
169
Capital Advisory Group Advisory Services
Minnesota
$4.66M -$78.8K -1,561 -2%
BOTW
170
Bank of the West
California
$4.65M +$928K +18,592 +25%
William Blair & Company
171
William Blair & Company
Illinois
$4.58M -$613K -12,283 -12%
SIA
172
Schechter Investment Advisors
Michigan
$4.56M -$375K -7,513 -8%
IIA
173
IPG Investment Advisors
California
$4.53M -$2.71M -54,200 -37%
ACM
174
Antonetti Capital Management
Florida
$4.48M +$1.3M +25,984 +41%
FFG
175
Frisch Financial Group
New York
$4.47M +$572K +11,457 +15%
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