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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 %
OPA
501
Old Port Advisors
Maine
$339K -$159K -3,158 -32%
FPCM
502
Financial Partners Capital Management
New York
$337K – – –
EWA
503
EverSource Wealth Advisors
Alabama
$333K +$333K +6,615 New
NFP
504
Narus Financial Partners
Utah
$333K -$45.2K -900 -12%
DP
505
Divergent Planning
Maryland
$332K +$332K +6,596 New
BWP
506
Balboa Wealth Partners
Arizona
$328K +$328K +6,517 New
HIS
507
Harvest Investment Services
Illinois
$327K -$14.7K -292 -4%
DDPIC
508
Deroy & Devereaux Private Investment Counsel
Michigan
$327K -$5.03K -100 -2%
AWM
509
Accurate Wealth Management
Florida
$324K +$324K +6,520 New
SWM
510
Sanctuary Wealth Management
Idaho
$322K +$322K +6,400 New
IP
511
Ignite Planners
California
$320K -$85.2K -1,698 -21%
OWA
512
Outlook Wealth Advisors
Texas
$317K -$14.1K -279 -4%
D
513
Dentgroup
Louisiana
$316K +$2.21K +44 +0.7%
KF
514
Krilogy Financial
Missouri
$314K +$71.7K +1,425 +30%
ACIM
515
Azimuth Capital Investment Management
Michigan
$313K +$25.6K +510 +9%
CA
516
Continuum Advisory
Idaho
$312K -$39K -777 -11%
IAG
517
Investment Advisory Group
Massachusetts
$312K – – –
RSWM
518
Robertson Stephens Wealth Management
California
$309K -$429K -8,551 -58%
PPWM
519
PFG Private Wealth Management
Florida
$308K -$6.24M -124,000 -95%
LAM
520
LifePro Asset Management
California
$306K -$2.53M -50,223 -89%
DWT
521
Dorsey & Whitney Trust
South Dakota
$302K – – –
RJT
522
Raymond James Trust
Florida
$302K +$1.16K +23 +0.4%
WI
523
Wintrust Investments
Illinois
$300K +$300K +5,959 New
BWA
524
Beam Wealth Advisors
Louisiana
$297K +$3.87K +77 +1%
LA
525
LexAurum Advisors
Kansas
$289K -$108K -2,141 -27%
19 20
21
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