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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 %
PCA
451
Peddock Capital Advisors
Massachusetts
$302K – – –
CWA
452
Clarus Wealth Advisors
Arizona
$301K +$20.2K +400 +7%
CIAS
453
Capital Investment Advisory Services
North Carolina
$298K -$71.1K -1,400 -19%
GFPC
454
Global Financial Private Client
Florida
$298K -$5.67K -112 -2%
AWA
455
Acorn Wealth Advisors
Michigan
$296K +$3K +59 +1%
HFS
456
Haverford Financial Services
Pennsylvania
$292K -$1.58K -31 -0.5%
LWM
457
Laidlaw Wealth Management
New York
$281K -$864 -17 -0.3%
BFA
458
Beaumont Financial Advisors
Massachusetts
$278K -$8.64K -170 -3%
WI
459
Wintrust Investments
Illinois
$272K +$2.59K +51 +1%
Corient Private Wealth
460
Corient Private Wealth
Florida
$271K -$54.4K -1,071 -17%
NP
461
NorthRock Partners
Minnesota
$270K +$3.71K +73 +1%
SPWG
462
Syntegra Private Wealth Group
Missouri
$269K -$356 -7 -0.1%
Wealth Enhancement Advisory Services
463
Wealth Enhancement Advisory Services
Minnesota
$265K -$113K -2,229 -30%
LSIA
464
LaSalle St. Investment Advisors
Illinois
$265K +$557 +11 +0.2%
AAS
465
Ameritas Advisory Services
Nebraska
$265K -$2.36M -46,682 -90%
IA
466
Insight Advisors
Pennsylvania
$263K +$2.54K +50 +1%
EA
467
Efficient Advisors
Ohio
$262K -$10.8K -212 -4%
PA
468
Parallel Advisors
California
$259K -$84.1K -1,654 -25%
MLIC
469
Mandatum Life Insurance Company
Finland
$257K – – –
TA
470
TrueWealth Advisors
Alabama
$256K +$11.3K +222 +5%
SFP
471
Shepherd Financial Partners
Massachusetts
$256K +$102 +2 +0%
SWA
472
Stratos Wealth Advisors
Ohio
$256K +$1.47K +29 +0.6%
MWM
473
Meridian Wealth Management
Kentucky
$255K -$529K -10,408 -67%
WA
474
Wealthstar Advisors
Texas
$255K -$3.2K -63 -1%
QCIG
475
Quad-Cities Investment Group
Iowa
$255K -$17.5K -345 -6%
17 18
19
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