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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 %
SGAM
326
Stephens Group Asset Management
Arkansas
$753K -$112K -2,200 -13%
H
327
HoyleCohen
California
$744K +$74.2K +1,460 +11%
Cerity Partners
328
Cerity Partners
New York
$737K +$46.3K +912 +7%
PWP
329
Private Wealth Partners
California
$737K -$330K -6,500 -31%
ECM
330
Evergreen Capital Management
Washington
$737K – – –
SW
331
SVB Wealth
Massachusetts
$728K -$16.7K -328 -2%
VNB
332
Virginia National Bank
Virginia
$725K -$46.8K -921 -6%
BA
333
Bellwether Advisors
Nebraska
$707K +$3.15K +62 +0.4%
SWA
334
Sax Wealth Advisors
New Jersey
$701K +$3.25K +64 +0.5%
PWW
335
Pettyjohn Wood & White
Virginia
$697K – – –
EP
336
EPIQ Partners
Minnesota
$681K -$61K -1,200 -8%
CPA
337
Cardiff Park Advisors
California
$680K +$1.93K +38 +0.3%
WP
338
WealthSource Partners
California
$677K -$20.6K -405 -3%
GSEP
339
Golden State Equity Partners
California
$669K +$242K +4,758 +57%
CTWM
340
Cherry Tree Wealth Management
Minnesota
$668K +$668K +13,141 New
PWM
341
Perigon Wealth Management
California
$660K +$41.4K +814 +7%
SB
342
Strategic Blueprint
Georgia
$659K -$263K -5,176 -29%
EIA
343
Eldridge Investment Advisors
New Hampshire
$657K +$657K +12,925 New
SAS
344
Stelac Advisory Services
New York
$653K – – –
VC
345
Vicus Capital
Pennsylvania
$651K -$4.42K -87 -0.7%
RIA
346
Realta Investment Advisors
Delaware
$646K +$4.07K +80 +0.6%
IFO
347
Independent Family Office
New York
$646K -$616K -12,113 -49%
FA
348
Flagstar Advisors
New York
$636K -$65.7K -1,292 -9%
NFG
349
Nations Financial Group
Iowa
$635K -$5.64K -111 -0.9%
IWM
350
IHT Wealth Management
Illinois
$633K +$240K +4,731 +61%
12 13
14
15 16