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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
476
Axxcess Wealth Management
California
$401K -$4.58M -90,967 -92%
WP
477
WealthShield Partners
North Carolina
$397K -$2.51K -50 -0.6%
Deutsche Bank
478
Deutsche Bank
Germany
$396K -$196K -3,900 -33%
EWA
479
Evolution Wealth Advisors
Florida
$389K – – –
CF
480
Cantor Fitzgerald
New York
$387K -$48.5K -964 -11%
BCA
481
Bay Colony Advisors
Massachusetts
$385K +$30.2K +600 +9%
SWA
482
Sightline Wealth Advisors
Connecticut
$382K -$475K -9,493 -55%
PFS
483
Prospera Financial Services
Texas
$375K +$66.6K +1,325 +22%
SLWA
484
San Luis Wealth Advisors
California
$373K -$489K -9,716 -57%
RPC
485
Rossmore Private Capital
Connecticut
$372K +$57.8K +1,150 +18%
TSS
486
Two Sigma Securities
New York
$372K +$372K +7,395 New
IWA
487
Icon Wealth Advisors
Texas
$369K +$369K +7,334 New
FFA
488
First Foundation Advisors
California
$369K +$369K +7,344 New
FA
489
Fiducient Advisors
Illinois
$364K -$6.73K -134 -2%
DC
490
DeDora Capital
California
$364K +$364K +7,239 New
FIA
491
Foundations Investment Advisors
Arizona
$352K -$391K -7,786 -53%
CCM
492
Covington Capital Management
California
$352K -$151K -3,000 -30%
TDC
493
Thompson Davis & Co
Virginia
$351K -$114K -2,269 -25%
AOWM
494
Alpha Omega Wealth Management
Virginia
$351K – – –
GA
495
GFS Advisors
Texas
$349K -$414K -8,250 -54%
PIA
496
Powell Investment Advisors
Florida
$348K – – –
CIA
497
Compass Ion Advisors
Pennsylvania
$346K -$209K -4,156 -38%
VCM
498
Virtue Capital Management
Tennessee
$346K -$2.21K -44 -0.6%
MGIA
499
Moneta Group Investment Advisors
Missouri
$343K -$2.41K -48 -0.7%
CWM
500
Congress Wealth Management
Massachusetts
$342K +$342K +6,803 New
18 19
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