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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 %
AOWM
426
Alpha Omega Wealth Management
Virginia
$355K – – –
RCAG
427
Rehmann Capital Advisory Group
Michigan
$353K -$5.79K -114 -2%
MAM
428
Milestone Asset Management
Pennsylvania
$344K +$6.45K +127 +2%
CA
429
CoreCap Advisors
Michigan
$340K +$340K +6,681 New
SAM
430
Summit Asset Management
Tennessee
$339K – – –
CG
431
Colony Group
Massachusetts
$334K -$31.2K -614 -9%
FPGK
432
Financial Partners Group (Kansas)
Kansas
$333K +$6.83K +135 +2%
D
433
Dentgroup
Louisiana
$331K +$4.52K +89 +1%
Vontobel Holding
434
Vontobel Holding
Switzerland
$326K -$150K -2,950 -32%
W
435
WealthOne
New York
$324K +$324K +6,377 New
CCM
436
Crew Capital Management
Ohio
$321K +$321K +6,324 New
CS
437
Credit Suisse
Switzerland
$320K – – –
WSCM
438
Wellington Shields Capital Management
New York
$319K -$159K -3,125 -33%
CF
439
Clarity Financial
Texas
$318K +$318K +6,255 New
KIG
440
Kowal Investment Group
Wisconsin
$316K +$1.02K +20 +0.3%
PMG
441
ProVise Management Group
Florida
$312K -$647K -12,737 -67%
UL
442
Unionview LLC
Washington
$312K -$41.9K -825 -12%
DDPIC
443
Deroy & Devereaux Private Investment Counsel
Michigan
$310K -$7.62K -150 -2%
VHAM
444
Van Hulzen Asset Management
California
$308K -$40.7K -800 -12%
SAG
445
SageView Advisory Group
California
$307K -$15.3K -301 -5%
CSB
446
City State Bank
Iowa
$307K – – –
TF
447
Theory Financial
Colorado
$307K -$1.7M -33,432 -85%
SIC
448
Salem Investment Counselors
North Carolina
$307K -$6.35K -125 -2%
GF
449
Gries Financial
Ohio
$305K -$32K -630 -9%
DWT
450
Dorsey & Whitney Trust
South Dakota
$305K – – –
16 17
18
19 20