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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 %
AA
401
Addison Advisors
Vermont
$439K +$179K +3,520 +69%
FFA
402
Farther Finance Advisors
California
$432K -$93.9K -1,847 -18%
FLA
403
Financial Life Advisors
Texas
$429K +$168K +3,309 +64%
CNWM
404
Clay Northam Wealth Management
California
$429K -$265K -5,220 -38%
BA
405
Bard Associates
Illinois
$425K +$1.47K +29 +0.3%
BAM
406
BTS Asset Management
Massachusetts
$425K +$18.5K +364 +5%
SW
407
SteelPeak Wealth
California
$420K +$51.6K +1,016 +14%
AIC
408
Argus Investors Counsel
New York
$417K – – –
SWM
409
Spire Wealth Management
Virginia
$415K +$9.96K +196 +2%
ARC
410
Advisor Resource Council
Texas
$395K +$27.5K +542 +7%
IC
411
Inscription Capital
Texas
$388K -$17.5K -345 -4%
WC
412
Waterloo Capital
Texas
$387K -$56.5K -1,112 -13%
HWM
413
Howard Wealth Management
Connecticut
$385K -$126K -2,475 -25%
MCM
414
Mattern Capital Management
Colorado
$385K -$6.3K -124 -2%
USCWA
415
U.S. Capital Wealth Advisors
Texas
$385K +$46.9K +923 +14%
CAC
416
Certified Advisory Corp
Florida
$381K +$63.8K +1,255 +20%
CF
417
Cantor Fitzgerald
New York
$380K -$4.12K -81 -1%
Bank Julius Baer & Co
418
Bank Julius Baer & Co
Switzerland
$380K -$7.11K -140 -2%
FIBT
419
First International Bank & Trust
North Dakota
$373K +$53.5K +1,052 +17%
BCG
420
Breakwater Capital Group
New Jersey
$370K +$114K +2,242 +44%
FFN
421
Focus Financial Network
Minnesota
$368K +$2.9K +57 +0.8%
IWP
422
Invenio Wealth Partners
Florida
$367K +$367K +7,226 New
FIA
423
Foundations Investment Advisors
Arizona
$356K -$99K -1,948 -22%
CCM
424
Chilton Capital Management
Texas
$356K -$61.5K -1,210 -15%
MIG
425
McGuire Investment Group
Rhode Island
$356K +$150K +2,943 +73%
15 16
17
18 19