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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 %
DWP
201
Destiny Wealth Partners
Florida
$3.26M +$3.26M +64,472 New
ACM
202
Antonetti Capital Management
Florida
$3.23M +$3.23M +63,845 New
HPM
203
Hudson Portfolio Management
New York
$3.21M +$782K +15,485 +32%
WIC
204
Woodmont Investment Counsel
Tennessee
$3.18M +$357K +7,075 +13%
BFA
205
Benedict Financial Advisors
Georgia
$3.17M -$212K -4,200 -6%
JPLA
206
Joseph P. Lucia & Associates
New York
$3.17M +$1.88M +37,198 +146%
MCC
207
Money Concepts Capital
Florida
$3.14M -$1.39M -27,544 -31%
LAM
208
LifePro Asset Management
California
$3.12M -$34.9K -690 -1%
FWP
209
FAS Wealth Partners
Kansas
$3.11M +$86.2K +1,707 +3%
AWM
210
Altus Wealth Management
Kentucky
$3.09M -$2.6M -51,371 -46%
FHA
211
Flagship Harbor Advisors
Massachusetts
$3.03M -$2.26M -44,653 -43%
PGAM
212
Princeton Global Asset Management
New Jersey
$2.98M +$1.58M +31,343 +113%
MC
213
McMorgan & Co
California
$2.96M +$2.96M +58,596 New
VC
214
Vicus Capital
Pennsylvania
$2.88M +$1.61M +31,893 +127%
BAM
215
Byrne Asset Management
New Jersey
$2.85M +$634K +12,550 +29%
CISOA
216
Capital Investment Services of America
Wisconsin
$2.83M – – –
CB
217
Cadence Bank
Mississippi
$2.8M -$127K -2,521 -4%
CM
218
Columbus Macro
Pennsylvania
$2.79M +$27.5K +544 +1%
IAN
219
Integrated Advisors Network
Texas
$2.71M +$2.71M +53,565 New
KAS
220
Kestra Advisory Services
Texas
$2.64M -$57.4K -1,137 -2%
SAM
221
Summit Asset Management
Tennessee
$2.64M – – –
AFA
222
American Financial Advisors
Georgia
$2.63M +$2.63M +52,023 New
GWM
223
GSB Wealth Management
Connecticut
$2.61M +$2.36M +46,779 +944%
DI
224
DFPG Investments
Utah
$2.6M -$25.3K -500 -1%
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$2.57M -$41.4K -819 -2%
7 8
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