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iShares Floating Rate Bond ETF
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Overview Fund Activity

665 hedge funds and large institutions have $5.97B invested in iShares Floating Rate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 300 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
11.5%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.11%
New
76
Increased
216
Reduced
300
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.4M
2
Wells Fargo
Wells Fargo
California
+$25.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$24M
4
DFG
Demars Financial Group
Washington
+$21.6M
5
RCS
Retirement Capital Strategies
California
+$20.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$97.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$67.6M
4
AF
Allworth Financial
California
-$47M
5
MCM
MV Capital Management
Maryland
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Pinnacle Associates
New York
$2.3M -$286K -5,679 -11%
IIA
252
IPG Investment Advisors
California
$2.27M -$2.3M -45,682 -50%
MA
253
Mutual Advisors
Nebraska
$2.26M +$461K +9,178 +26%
EDRH
254
Edmond de Rothschild Holding
Switzerland
$2.24M +$1.61M +32,040 +257%
KNW
255
Kesler Norman & Wride
Utah
$2.22M +$1.13M +22,542 +105%
SAS
256
Stelac Advisory Services
New York
$2.21M -$29.8K -592 -1%
SI
257
Stephens Inc
Arkansas
$2.21M -$46.3K -920 -2%
PA
258
PFG Advisors
Arizona
$2.21M +$374K +7,444 +20%
MCA
259
MSH Capital Advisors
Arizona
$2.19M -$357K -7,096 -14%
BOC
260
Bull Oak Capital
California
$2.17M +$2.17M +43,086 New
WF
261
Welch & Forbes
Massachusetts
$2.16M +$35.2K +700 +2%
Bank of New York Mellon
262
Bank of New York Mellon
New York
$2.16M -$3.24M -64,505 -60%
KWM
263
Kingsview Wealth Management
Oregon
$2.15M -$71.1K -1,414 -3%
PFP
264
Pinnacle Financial Partners
Tennessee
$2.14M +$224K +4,466 +12%
AIC
265
Archer Investment Corporation
Indiana
$2.11M -$247K -4,916 -10%
MIAN
266
Mariner Independent Advisor Network
Kansas
$2.1M +$115K +2,280 +6%
NL
267
NVWM LLC
Pennsylvania
$2.05M -$145K -2,878 -7%
AWA
268
Acorn Wealth Advisors
Michigan
$2.02M +$73.4K +1,461 +4%
KCM
269
Kanawha Capital Management
Virginia
$1.99M -$1.84M -36,510 -48%
IWN
270
Independent Wealth Network
Iowa
$1.97M +$48.1K +956 +2%
CCA
271
Clearwater Capital Advisors
Illinois
$1.97M -$321K -6,379 -14%
PCA
272
Peddock Capital Advisors
Massachusetts
$1.95M -$170K -3,376 -8%
GWM
273
GSB Wealth Management
Connecticut
$1.92M -$529K -10,530 -22%
NL
274
NWAM LLC
Washington
$1.89M +$148K +2,940 +8%
LIM
275
Leavell Investment Management
Alabama
$1.77M -$152K -3,032 -8%
9 10
11
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