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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 %
AFWM
501
AMJ Financial Wealth Management
Virginia
$216K -$371K -7,296 -63%
WJWM
502
Williams Jones Wealth Management
New York
$216K – – –
MIFH
503
Migdal Insurance & Financial Holdings
Israel
$216K -$61K -1,200 -22%
Deutsche Bank
504
Deutsche Bank
Germany
$216K -$200K -3,931 -48%
SWP
505
Summit Wealth Partners
Florida
$214K -$278K -5,475 -57%
KPWS
506
Kestra Private Wealth Services
Texas
$213K +$213K +4,199 New
GFG
507
Greystone Financial Group
Michigan
$213K +$8.84K +174 +4%
BCM
508
Brasada Capital Management
Texas
$213K -$37.7K -742 -15%
PTC
509
Private Trust Company
Ohio
$212K -$23.8K -468 -10%
LFAS
510
Level Four Advisory Services
Texas
$211K -$3.81K -75 -2%
WAP
511
Wealthcare Advisory Partners
Pennsylvania
$209K -$33.5K -660 -14%
FFS
512
Founders Financial Securities
Maryland
$206K -$80.1K -1,577 -28%
CAS
513
Coppell Advisory Solutions
Texas
$206K -$3.05M -60,057 -94%
CWA
514
Clearview Wealth Advisors
Oregon
$203K – – –
BWP
515
Balboa Wealth Partners
Arizona
$203K – – –
BCA
516
Bay Colony Advisors
Massachusetts
$201K -$153K -3,020 -43%
BCV
517
Banque Cantonale Vaudoise
Switzerland
$192K +$70.1K +1,380 +58%
AA
518
Ancora Advisors
Ohio
$192K +$559 +11 +0.3%
AAM
519
Advisors Asset Management
Colorado
$180K +$104K +2,043 +135%
CAL
520
Capital Advisors Ltd
Ohio
$179K +$1.73K +34 +1%
HI
521
Horizon Investments
North Carolina
$178K -$54.2K -1,077 -23%
CFGS
522
Concourse Financial Group Securities
Alabama
$172K -$1.04M -20,475 -86%
CFD
523
Creative Financial Designs
Indiana
$168K -$606K -11,923 -78%
FAM
524
Family Asset Management
South Carolina
$166K -$30.4K -599 -15%
CAL
525
Capital Analysts LLC
Pennsylvania
$149K -$3.06K -60 -2%
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