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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 %
SCM
301
Stonehearth Capital Management
Massachusetts
$1.31M +$680K +13,515 +108%
WFM
302
Wolff Financial Management
Michigan
$1.31M +$268K +5,339 +26%
DADC
303
D.A. Davidson & Co
Montana
$1.3M -$172K -3,416 -12%
BAM
304
Byrne Asset Management
New Jersey
$1.3M -$1.26M -24,990 -49%
CISOA
305
Capital Investment Services of America
Wisconsin
$1.29M -$201K -4,000 -13%
BWM
306
Bulltick Wealth Management
Florida
$1.27M – – –
HWM
307
HB Wealth Management
Georgia
$1.26M +$1.26M +25,047 New
GIA
308
Gladstone Institutional Advisory
Florida
$1.2M -$240K -4,773 -17%
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$1.19M -$18K -358 -1%
CWS
310
Cypress Wealth Services
California
$1.19M +$100 +2 +0%
SG
311
StoneX Group
New York
$1.18M -$230K -4,570 -16%
PG
312
Patten Group
Tennessee
$1.18M +$379K +7,550 +47%
SB
313
Strategic Blueprint
Georgia
$1.16M +$215K +4,283 +23%
LSA
314
Lansing Street Advisors
Pennsylvania
$1.16M -$80.6K -1,603 -6%
MFG
315
Monumental Financial Group
Maryland
$1.15M -$95.3K -1,896 -8%
WT
316
Whittier Trust
California
$1.14M +$755K +15,021 +197%
SWP
317
ShoreHaven Wealth Partners
New Jersey
$1.13M +$1.13M +22,410 New
JWCA
318
J.W. Cole Advisors
Florida
$1.12M -$348K -6,925 -24%
VA
319
Valmark Advisers
Ohio
$1.12M +$367K +7,302 +49%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$40.8K -811 -4%
MPPLM
321
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.11M -$4.17K -83 -0.4%
WB
322
WesBanco Bank
West Virginia
$1.1M -$27K -537 -2%
AHC
323
Anderson Hoagland & Co
Missouri
$1.1M +$24K +478 +2%
PCP
324
Proficio Capital Partners
Massachusetts
$1.1M -$2.29M -45,583 -68%
CTC
325
Central Trust Company
Missouri
$1.09M +$41.8K +832 +4%
11 12
13
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