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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 %
MHIC
376
Marble Harbor Investment Counsel
Massachusetts
$508K – – –
IA
377
IFP Advisors
Florida
$506K -$18.4M -362,530 -97%
MSFS
378
Main Street Financial Solutions
Pennsylvania
$505K +$1.32K +26 +0.3%
TDC
379
Thompson Davis & Co
Virginia
$494K +$60.4K +1,188 +14%
Lido Advisors
380
Lido Advisors
California
$487K -$9.66M -193,997 -95%
Invesco
381
Invesco
Georgia
$484K -$156K -3,070 -24%
NB
382
Northwest Bancshares
Pennsylvania
$484K -$15.2K -300 -3%
SFG
383
Summit Financial Group
West Virginia
$481K -$59.7K -1,175 -11%
PWMAG
384
Pinnacle Wealth Management Advisory Group
New Jersey
$479K -$138K -2,715 -22%
KDA
385
Kraft Davis & Associates
Missouri
$474K +$474K +9,350 New
CWA
386
Capital Wealth Alliance
Arizona
$466K +$6.1K +120 +1%
HCM
387
Hutchinson Capital Management
California
$463K – – –
LIM
388
Loudon Investment Management
New Hampshire
$460K -$125K -2,450 -21%
FCBT
389
First Citizens Bank & Trust
North Carolina
$456K +$456K +8,972 New
LWM
390
Liberty Wealth Management
California
$453K +$122K +2,395 +37%
CPIG
391
Chicago Partners Investment Group
Illinois
$450K -$150K -2,955 -25%
BC
392
Bartlett & Co
Ohio
$447K -$202K -3,965 -31%
BCWM
393
Bartlett & Co Wealth Management
Ohio
$447K -$202K -3,965 -31%
ML
394
McAdam LLC
Pennsylvania
$447K -$504K -9,914 -53%
MCI
395
MRP Capital Investments
Georgia
$446K +$87.7K +1,725 +24%
AG
396
Ascent Group
Virginia
$443K -$69.7K -1,376 -14%
DI
397
DFPG Investments
Utah
$442K +$224K +4,409 +102%
WFM
398
Wolff Financial Management
Michigan
$441K -$50.3K -990 -10%
PIMG
399
Patriot Investment Management Group
Tennessee
$440K – – –
LGA
400
Lebenthal Global Advisors
New York
$440K +$440K +8,657 New
14 15
16
17 18