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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 %
GSWM
301
Greenup Street Wealth Management
Michigan
$916K +$481K +9,470 +111%
HH
302
Hilltop Holdings
Texas
$912K -$109K -2,144 -11%
BG
303
Benedetti & Gucer
Georgia
$902K – – –
SEI Investments
304
SEI Investments
Pennsylvania
$897K +$897K +17,652 New
KWS
305
Keystone Wealth Services
California
$888K +$59.2K +1,165 +7%
APWA
306
Atlas Private Wealth Advisors
New Jersey
$876K +$438K +8,620 +100%
TC
307
TownSquare Capital
Utah
$871K +$30.2K +594 +4%
BFC
308
Blue Fin Capital
Rhode Island
$867K +$72.6K +1,428 +9%
NAM
309
NTV Asset Management
West Virginia
$855K -$17K -334 -2%
DI
310
Disciplined Investments
Oklahoma
$855K -$408K -8,027 -32%
WB
311
WesBanco Bank
West Virginia
$847K -$161K -3,164 -16%
CCM
312
Coldstream Capital Management
Washington
$847K -$250K -4,914 -23%
RJT
313
Raymond James Trust
Florida
$835K +$76.4K +1,504 +10%
HSG
314
Helen Stephens Group
Texas
$828K -$29.9K -589 -3%
PIA
315
Powell Investment Advisors
Florida
$827K – – –
HI
316
Harbour Investments
Wisconsin
$818K +$284K +5,593 +53%
SPFA
317
Summit Place Financial Advisors
New Jersey
$802K -$50.8K -1,000 -6%
CCM
318
Crabel Capital Management
California
$800K -$1.03M -20,296 -56%
TCMP
319
Thrive Capital Management (Pennsylvania)
Pennsylvania
$798K -$199K -3,912 -20%
MM
320
Meridian Management
Arkansas
$787K -$41.9K -825 -5%
WFC
321
Western Financial Corp
California
$758K -$12.2K -241 -2%
FAG
322
Fortitude Advisory Group
Washington
$757K -$25.9K -509 -3%
CIS
323
Continental Investors Services
Washington
$756K +$374K +7,366 +98%
KFAA
324
Klaas Financial Asset Advisors
Illinois
$755K +$146K +2,881 +24%
Citadel Advisors
325
Citadel Advisors
Florida
$755K -$2.71M -53,236 -78%
11 12
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