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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 %
SWP
451
Summit Wealth Partners
Florida
$481K -$100K -1,999 -17%
HGERS
452
Householder Group Estate & Retirement Specialist
Arizona
$478K -$1.91K -38 -0.4%
CWA
453
Capital Wealth Alliance
Arizona
$476K -$13.6K -270 -3%
CA
454
Calton & Associates
Florida
$474K -$32.3K -644 -6%
WSCM
455
Wellington Shields Capital Management
New York
$473K – – –
TIA
456
Traphagen Investment Advisors
New Jersey
$470K – – –
BFC
457
Blue Fin Capital
Rhode Island
$466K +$147K +2,925 +46%
PA
458
Parallel Advisors
California
$458K -$29.5K -588 -6%
SPWM
459
Schrum Private Wealth Management
Florida
$456K -$50 -1 -0%
LI
460
LVZ Inc
Michigan
$455K -$6.33K -126 -1%
MA
461
Montag & Associates
Georgia
$440K -$20K -399 -4%
CCM
462
Crew Capital Management
Ohio
$436K -$29.6K -589 -6%
JC
463
JB Capital
Connecticut
$436K +$436K +8,674 New
APWA
464
Atlas Private Wealth Advisors
New Jersey
$433K -$5.02K -100 -1%
GFG
465
Greystone Financial Group
Michigan
$432K +$432K +8,591 New
BA
466
Bard Associates
Illinois
$429K -$43.8K -871 -9%
OAM
467
Oak Asset Management
California
$427K +$427K +8,500 New
LWM
468
Laidlaw Wealth Management
New York
$424K +$91.8K +1,826 +28%
BFG
469
Barber Financial Group
Kansas
$423K -$2.76K -55 -0.6%
SFS
470
Security Financial Services
Indiana
$423K +$184K +3,659 +77%
AIC
471
Argus Investors Counsel
New York
$412K – – –
CIS
472
Continental Investors Services
Washington
$410K -$4.83K -96 -1%
HWM
473
Hohimer Wealth Management
Washington
$406K -$29.1K -580 -7%
IC
474
Inscription Capital
Texas
$403K -$329K -6,535 -45%
LWANC
475
Laurel Wealth Advisors (North Carolina)
North Carolina
$402K +$201 +4 +0.1%
17 18
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