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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 %
SPFA
351
Summit Place Financial Advisors
New Jersey
$969K -$37.7K -750 -4%
USCWA
352
U.S. Capital Wealth Advisors
Texas
$957K +$183K +3,645 +24%
EP
353
EPIQ Partners
Minnesota
$945K -$108K -2,150 -10%
SAS
354
Sage Advisory Services
Texas
$942K – – –
DCM
355
Donaldson Capital Management
Indiana
$932K – – –
Allspring Global Investments
356
Allspring Global Investments
North Carolina
$931K -$15.3M -304,733 -94%
Nomura Asset Management
357
Nomura Asset Management
Japan
$930K +$930K +18,504 New
KFAA
358
Klaas Financial Asset Advisors
Illinois
$919K – – –
ECM
359
Evergreen Capital Management
Washington
$916K -$437K -8,700 -32%
KIG
360
Kowal Investment Group
Wisconsin
$914K +$188K +3,731 +26%
DFA
361
DHK Financial Advisors
New Hampshire
$908K +$313K +6,220 +53%
Comerica Bank
362
Comerica Bank
Texas
$907K -$22.9K -456 -2%
VC
363
Vicus Capital
Pennsylvania
$906K -$1.92M -38,157 -68%
EGA
364
Eagle Global Advisors
Texas
$905K +$905K +18,005 New
NAM
365
NTV Asset Management
West Virginia
$900K -$128K -2,550 -12%
HCC
366
Hirtle Callaghan & Co
Pennsylvania
$899K +$899K +17,883 New
BG
367
Benedetti & Gucer
Georgia
$892K – – –
Northern Trust
368
Northern Trust
Illinois
$885K +$393K +781,955 +80%
HFA
369
High Falls Advisors
New York
$880K +$582K +11,566 +195%
VNB
370
Virginia National Bank
Virginia
$875K – – –
CPA
371
Cardiff Park Advisors
California
$868K -$286K -5,696 -25%
WS
372
Wedbush Securities
California
$862K +$147K +2,932 +21%
TC
373
TownSquare Capital
Utah
$842K -$5.83K -116 -0.7%
HWM
374
Howard Wealth Management
Connecticut
$834K +$834K +16,598 New
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$833K +$346K +6,895 +71%
13 14
15
16 17