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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.

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
1
New York Life Investment Management
New York
$168M
2
AssetMark Inc
2
AssetMark Inc
California
$112M
3
MWM
3
Modera Wealth Management
New Jersey
$43.2M
4
BCM
4
BlueCrest Capital Management
Jersey
$46.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$146M

Top Sellers

1
Jane Street
1
Jane Street
New York
$14.8M
2
Bank of America
2
Bank of America
North Carolina
$457M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$101M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.42M
5
DC
5
Davenport & Co
Virginia
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$37.1M +$1.05M +20,753 +3%
TNBTD
27
Trustmark National Bank Trust Department
Mississippi
$36.2M -$16.5K -324 -0%
Renaissance Technologies
28
Renaissance Technologies
New York
$32.3M +$23M +452,700 +248%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$31.8M +$7.4M +145,660 +30%
MML Investors Services
30
MML Investors Services
Massachusetts
$31.1M +$7.65M +150,608 +33%
SFS
31
Sowell Financial Services
Arkansas
$28.6M +$28.6M +563,717 New
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$28.2M +$25.5M +501,946 +946%
TCM
33
Towercrest Capital Management
Pennsylvania
$27.2M +$4.26M +83,889 +19%
BBVA
34
Banco Bilbao Vizcaya Argentaria
Spain
$24.9M -$2.39M -47,002 -9%
IWC
35
Integrated Wealth Concepts
Massachusetts
$24.9M +$565K +11,121 +2%
WJA
36
Willis Johnson & Associates
Texas
$24.1M +$5.95M +116,982 +33%
Goldman Sachs
37
Goldman Sachs
New York
$23M -$817K -16,067 -3%
DWM
38
Destination Wealth Management
California
$22.8M -$8.29M -163,105 -27%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$22.7M -$676K -13,296 -3%
TC
40
Telemus Capital
Michigan
$21.4M +$204K +4,006 +1%
CCFCSB
41
Cape Cod Five Cents Savings Bank
Massachusetts
$21M +$456K +8,967 +2%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$20.9M -$4.04M -79,544 -16%
Stifel Financial
43
Stifel Financial
Missouri
$20.9M +$8.73M +171,760 +72%
IWS
44
Insight Wealth Strategies
California
$20.5M -$4.41M -86,805 -18%
OIA
45
OneDigital Investment Advisors
Kansas
$20.1M +$9.12M +179,541 +83%
US Bancorp
46
US Bancorp
Minnesota
$19.8M -$4.85M -95,488 -20%
NA
47
NewEdge Advisors
Louisiana
$19.6M +$15.8M +310,975 +414%
RJA
48
Raymond James & Associates
Florida
$19.5M -$2.62M -51,650 -12%
BFG
49
Beacon Financial Group
Texas
$19.4M -$69.5K -1,371 -0.4%
HighTower Advisors
50
HighTower Advisors
Illinois
$19M +$69.2K +1,364 +0.4%
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