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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 %
Bank Julius Baer & Co
401
Bank Julius Baer & Co
Switzerland
$674K -$10.8K -215 -2%
MIH
402
Meitav Investment House
Israel
$674K +$674K +13,389 New
WMA
403
Wealth Management Associates
New Jersey
$668K +$122K +2,435 +22%
NFG
404
Nations Financial Group
Iowa
$664K -$535K -10,649 -45%
FA
405
Flagstar Advisors
New York
$662K -$17.3K -345 -3%
AWA
406
Arkadios Wealth Advisors
Georgia
$662K +$2.66K +53 +0.4%
CS
407
Credit Suisse
Switzerland
$653K -$96.1K -1,911 -13%
IP
408
Intellectus Partners
California
$649K +$2.92K +58 +0.5%
CIAS
409
Capital Investment Advisory Services
North Carolina
$643K -$173K -3,439 -21%
IWM
410
IHT Wealth Management
Illinois
$642K +$50.9K +1,014 +9%
KPWS
411
Kestra Private Wealth Services
Texas
$638K +$308K +6,116 +93%
NAM
412
NorthCrest Asset Manangement
Minnesota
$637K -$65.4K -1,301 -9%
BAM
413
BTS Asset Management
Massachusetts
$632K -$27.1K -542 -4%
OMC
414
Old Mission Capital
Illinois
$620K -$2.74M -54,558 -82%
FLA
415
Financial Life Advisors
Texas
$614K +$614K +12,215 New
CCM
416
Chilton Capital Management
Texas
$611K -$231K -4,591 -27%
CW
417
Connectus Wealth
Ohio
$605K +$605K +12,033 New
LIM
418
Loudon Investment Management
New Hampshire
$603K +$16.3K +324 +3%
BWM
419
Birchcreek Wealth Management
Ohio
$599K -$31.1K -619 -5%
RIG
420
RiverFront Investment Group
Virginia
$595K -$165K -3,273 -22%
H
421
HoyleCohen
California
$576K +$40.5K +806 +8%
SWM
422
Stockman Wealth Management
Montana
$570K -$13.1K -260 -2%
CMS
423
Capital Market Strategies
Florida
$565K +$50.2K +997 +10%
AWA
424
Arete Wealth Advisors
Illinois
$560K -$197K -3,921 -26%
SW
425
SteelPeak Wealth
California
$558K -$115K -2,283 -17%
15 16
17
18 19