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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 %
TAM
276
Tocqueville Asset Management
New York
$1.76M -$36.7K -730 -2%
GTAM
277
Global Trust Asset Management
Florida
$1.76M +$118K +2,340 +7%
APP
278
Avantax Planning Partners
Iowa
$1.73M +$713K +14,178 +70%
SAM
279
Summit Asset Management
Tennessee
$1.71M -$834K -16,596 -33%
FWA
280
FOCUS Wealth Advisors
Texas
$1.71M -$6.49K -129 -0.4%
Cerity Partners
281
Cerity Partners
New York
$1.71M +$579K +11,505 +51%
PIM
282
Penobscot Investment Management
Massachusetts
$1.57M -$27.6K -550 -2%
BC
283
Bartlett & Co
Ohio
$1.57M – – –
BCWM
284
Bartlett & Co Wealth Management
Ohio
$1.57M – – –
ACM
285
Absolute Capital Management
Pennsylvania
$1.55M – – –
TA
286
Townsend & Associates
Colorado
$1.55M +$148K +2,955 +11%
SCA
287
STALEY CAPITAL ADVISERS
Pennsylvania
$1.53M -$60.3K -1,200 -4%
MNBTD
288
Moody National Bank Trust Division
Texas
$1.51M – – –
FAIM
289
Financial Advocates Investment Management
Washington
$1.5M -$344K -6,609 -19%
HWMA
290
Heritage Wealth Management (Arizona)
Arizona
$1.47M +$114K +2,275 +8%
FAT
291
First American Trust
California
$1.47M +$395K +7,851 +37%
DG
292
DMC Group
Alabama
$1.46M -$34.1K -681 -2%
FPCP
293
Fort Point Capital Partners
California
$1.46M +$227K +4,509 +18%
WAS
294
Wealth Advisory Solutions
Indiana
$1.43M -$760K -15,123 -35%
BA
295
Bellwether Advisors
Nebraska
$1.41M -$239K -4,750 -15%
HF
296
HRT Financial
New York
$1.4M +$1.11M +22,026 +384%
PCM
297
Parsons Capital Management
Rhode Island
$1.39M +$33.2K +661 +2%
TCMP
298
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.39M -$147K -2,920 -10%
JBA
299
Johnson Bixby & Associates
Washington
$1.38M -$235K -4,674 -15%
LNWWM
300
Laird Norton Wetherby Wealth Management
California
$1.36M +$341K +6,780 +34%
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