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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 %
MWP
326
MYCIO Wealth Partners
Pennsylvania
$1.08M -$20K -398 -2%
PMG
327
ProVise Management Group
Florida
$1.08M +$1.08M +21,411 New
RFM
328
Royal Fund Management
Florida
$1.06M -$32.6K -650 -3%
VWM
329
Venturi Wealth Management
Texas
$1.06M +$1.06M +21,060 New
OPS
330
Orion Portfolio Solutions
Nebraska
$1.06M -$1.66M -33,088 -61%
PTC
331
Private Trust Company
Ohio
$1.06M -$88.1K -1,752 -8%
TWC
332
TD Waterhouse Canada
Ontario, Canada
$1.05M -$3.34M -66,595 -76%
FT
333
Fiduciary Trust
Massachusetts
$1.04M – – –
MWM
334
Meridian Wealth Management
Kentucky
$1.02M -$1.41M -28,031 -58%
CAN
335
Claraphi Advisory Network
United States
$1.01M +$226K +4,496 +29%
EBA
336
Eagle Bay Advisors
New York
$1M -$3.36M -66,747 -77%
EA
337
Emerald Advisors
Washington
$1M -$724K -14,401 -42%
RSS
338
Rosenblum Silverman Sutton
California
$992K -$78.4K -1,560 -7%
MM
339
Meridian Management
Arkansas
$992K -$17.6K -350 -2%
FA
340
Forefront Analytics
Pennsylvania
$992K +$4.43K +88 +0.4%
SFG
341
Summit Financial Group
West Virginia
$985K -$457K -9,085 -32%
TD Asset Management
342
TD Asset Management
Ontario, Canada
$985K +$985K +19,600 New
Koshinski Asset Management
343
Koshinski Asset Management
Illinois
$984K +$18.5K +368 +2%
WWA
344
WC Walker & Associates
California
$981K +$664K +13,226 +209%
FCIM
345
Fairview Capital Investment Management
California
$979K -$11.3K -225 -1%
HH
346
Hilltop Holdings
Texas
$979K +$7.19K +143 +0.7%
DI
347
Disciplined Investments
Oklahoma
$977K +$143K +2,852 +17%
FHB
348
First Hawaiian Bank
Hawaii
$973K -$41.2K -820 -4%
SCA
349
Southern Capital Advisors
Tennessee
$970K +$32.2K +641 +3%
GWM
350
Geneos Wealth Management
Colorado
$969K -$145K -2,878 -13%
12 13
14
15 16