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iShares Floating Rate Bond ETF
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Overview Fund Activity

608 hedge funds and large institutions have $4.88B invested in iShares Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 278 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-26
Holders Change %
-4.1%
% of All Funds
9.59%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.66%
New
57
Increased
199
Reduced
278
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
New York Life Investment Management
New York
+$136M
2
AssetMark Inc
AssetMark Inc
California
+$50M
3
MWM
Modera Wealth Management
New Jersey
+$43.2M
4
BCM
BlueCrest Capital Management
Jersey
+$41.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38M

Top Sellers

1
Jane Street
Jane Street
New York
-$655M
2
Bank of America
Bank of America
North Carolina
-$82.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$52.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
5
DC
Davenport & Co
Virginia
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
276
Parsons Capital Management
Rhode Island
$1.18M -$50.8K -1,000 -4%
RA
277
Rise Advisors
New York
$1.17M -$5.83M -114,718 -83%
CWS
278
Cypress Wealth Services
California
$1.16M -$42.1K -831 -4%
AA
279
Alesco Advisors
New York
$1.14M -$852K -16,763 -43%
IWN
280
Independent Wealth Network
Iowa
$1.13M -$920K -18,101 -45%
HIC
281
Hartline Investment Corp
Illinois
$1.12M – – –
VWM
282
Venturi Wealth Management
Texas
$1.09M -$43.8K -862 -4%
MWP
283
MYCIO Wealth Partners
Pennsylvania
$1.09M – – –
FT
284
Fiduciary Trust
Massachusetts
$1.08M +$30.5K +600 +3%
EP
285
Edgestream Partners
New Jersey
$1.05M +$458K +9,015 +77%
FA
286
Forefront Analytics
Pennsylvania
$1.04M +$14.3K +281 +1%
BSW
287
Buckingham Strategic Wealth
Missouri
$1.02M +$1.02M +20,082 New
CTC
288
Central Trust Company
Missouri
$1.01M -$34.1K -671 -3%
LNC
289
Lincoln National Corp
Pennsylvania
$1.01M +$128K +2,515 +14%
FA
290
Fiducient Advisors
Illinois
$994K +$254K +5,006 +34%
WWM
291
Western Wealth Management
Colorado
$992K -$63.6K -1,252 -6%
BWM
292
Bulltick Wealth Management
Florida
$987K -$232K -4,571 -19%
FCIM
293
Fairview Capital Investment Management
California
$980K -$5.08K -100 -0.5%
MPPLM
294
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$965K +$3.15K +62 +0.3%
IP
295
Ignite Planners
California
$955K +$295K +5,824 +45%
AWE
296
Avidian Wealth Enterprises
Texas
$946K +$275K +5,416 +41%
BAM
297
Belpointe Asset Management
Nevada
$942K -$1.46M -28,675 -61%
DCM
298
Donaldson Capital Management
Indiana
$942K – – –
Allspring Global Investments
299
Allspring Global Investments
North Carolina
$941K – – –
IC
300
Innealta Capital
Texas
$927K -$7.41M -145,784 -89%
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