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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 %
AWM
426
Ameliora Wealth Management
Switzerland
$556K +$556K +11,110 New
CCG
427
Ceeto Capital Group
Florida
$553K -$101K -2,000 -15%
NRI
428
NFP Retirement Inc
California
$551K +$50 +1 +0%
PWM
429
Perigon Wealth Management
California
$551K +$34.4K +685 +7%
GVAG
430
Great Valley Advisor Group
Delaware
$550K -$133K -2,650 -20%
PIMG
431
Patriot Investment Management Group
Tennessee
$549K -$10.1K -200 -2%
ML
432
McAdam LLC
Pennsylvania
$548K +$102K +2,036 +23%
SWM
433
Spire Wealth Management
Virginia
$543K -$195K -3,871 -26%
1WA
434
180 Wealth Advisors
Washington
$539K -$236K -4,705 -30%
EVM
435
Eaton Vance Management
Massachusetts
$532K – – –
FANJ
436
Financial Architects (New Jersey)
New Jersey
$529K +$529K +10,517 New
OFG
437
OmniStar Financial Group
North Carolina
$527K -$521K -10,365 -50%
BPA
438
Beacon Pointe Advisors
California
$527K +$225K +4,465 +74%
SIM
439
SSI Investment Management
California
$515K – – –
MHIC
440
Marble Harbor Investment Counsel
Massachusetts
$503K – – –
LWP
441
Lumature Wealth Partners
Georgia
$497K -$5.13M -102,107 -91%
MSFS
442
Main Street Financial Solutions
Pennsylvania
$496K -$9.5K -189 -2%
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$495K -$12.6K -250 -2%
AA
444
Argent Advisors
Louisiana
$495K -$33.6K -668 -6%
SEIA
445
Signature Estate & Investment Advisors
California
$495K -$2.51K -50 -0.5%
NB
446
Northwest Bancshares
Pennsylvania
$495K – – –
TGAM
447
TBH Global Asset Management
Tennessee
$494K +$10K +200 +2%
Vontobel Holding
448
Vontobel Holding
Switzerland
$494K +$156K +3,097 +46%
CF
449
Centaurus Financial
California
$489K -$21.5K -429 -4%
EWA
450
Exencial Wealth Advisors
Oklahoma
$486K +$88.2K +1,756 +22%
16 17
18
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