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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 %
Millennium Management
526
Millennium Management
New York
$288K +$288K +5,732 New
EIC
527
Equity Investment Corp
Georgia
$284K -$3.75M -74,536 -93%
HFS
528
Haverford Financial Services
Pennsylvania
$284K -$3.51K -70 -1%
WA
529
Wealthstar Advisors
Texas
$282K +$25.3K +501 +10%
SWM
530
Selective Wealth Management
Virginia
$276K -$301K -5,996 -52%
MIFH
531
Migdal Insurance & Financial Holdings
Israel
$274K – – –
4WM
532
4J Wealth Management
Virginia
$272K -$1K -20 -0.4%
SFP
533
Shepherd Financial Partners
Massachusetts
$261K -$853 -17 -0.3%
WTC
534
WhitTier Trust Company
Nevada
$261K – – –
SWA
535
Stratos Wealth Advisors
Ohio
$260K +$260K +5,166 New
NP
536
NorthRock Partners
Minnesota
$258K -$2.31K -46 -0.9%
MFA
537
Mayflower Financial Advisors
Massachusetts
$258K +$258K +5,141 New
WQ
538
Wealth Quarterback
New Jersey
$257K -$13.5K -268 -5%
FFS
539
Founders Financial Securities
Maryland
$255K +$255K +5,081 New
MLIC
540
Mandatum Life Insurance Company
Finland
$254K – – –
IAG
541
Investmark Advisory Group
Connecticut
$254K +$39.7K +793 +19%
BFS
542
Bickling Financial Services
Massachusetts
$252K -$454K -9,022 -64%
CC
543
Callan Capital
California
$251K +$251K +5,000 New
VCM
544
Vivaldi Capital Management
Illinois
$250K -$19.8K -395 -7%
BCM
545
Brasada Capital Management
Texas
$248K -$425K -8,453 -63%
CL
546
CPWM LLC
Washington
$247K -$2.51K -50 -1%
SAM
547
Seelaus Asset Management
New Jersey
$246K -$18.1K -360 -7%
TA
548
TrueWealth Advisors
Alabama
$246K +$3.97K +79 +2%
CWM
549
Cabot Wealth Management
Massachusetts
$245K -$17.4K -346 -7%
IA
550
Insight Advisors
Pennsylvania
$244K -$3.32K -66 -1%
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