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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 %
MC
476
Middleton & Co
Massachusetts
$254K -$28K -550 -10%
WTC
477
WhitTier Trust Company
Nevada
$252K – – –
CWP
478
CFM Wealth Partners
Texas
$246K – – –
TIA
479
Traphagen Investment Advisors
New Jersey
$246K -$491K -9,959 -67%
AWM
480
Accurate Wealth Management
Florida
$238K -$93.3K -1,843 -28%
AWM
481
Alterna Wealth Management
Texas
$237K +$237K +4,662 New
RB
482
Renasant Bank
Mississippi
$236K +$236K +4,645 New
SWM
483
Seaside Wealth Management
California
$236K +$3.2K +63 +1%
RWM
484
RBA Wealth Management
California
$234K +$2.03K +40 +0.9%
PWP
485
Perfromance Wealth Partners
Illinois
$232K +$232K +4,579 New
PPC
486
Park Place Capital
Alabama
$231K -$70.7K -1,392 -23%
I
487
INVST
Indiana
$231K +$231K +4,544 New
IPW
488
Inlet Private Wealth
Florida
$229K +$229K +4,500 New
IAG
489
Investment Advisory Group
Massachusetts
$229K -$86.6K -1,704 -27%
AWA
490
Arete Wealth Advisors
Illinois
$228K -$148K -2,905 -39%
WAM
491
Weatherly Asset Management
California
$226K – – –
First Manhattan
492
First Manhattan
New York
$223K – – –
LWANC
493
Laurel Wealth Advisors (North Carolina)
North Carolina
$222K -$58.5K -1,151 -21%
SPWM
494
Schrum Private Wealth Management
Florida
$221K – – –
CA
495
Continuum Advisory
Idaho
$221K -$1.12K -22 -0.5%
WP
496
WealthShield Partners
North Carolina
$220K – – –
IAG
497
Investmark Advisory Group
Connecticut
$219K -$22.8K -449 -9%
NGA
498
Naples Global Advisors
Florida
$218K -$27.7K -545 -11%
PFS
499
Prospera Financial Services
Texas
$218K -$39.8K -783 -15%
FNC
500
First National Corp
Massachusetts
$217K – – –
18 19
20
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