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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
$168M
2
AssetMark Inc
AssetMark Inc
California
$112M
3
MWM
Modera Wealth Management
New Jersey
$43.2M
4
BCM
BlueCrest Capital Management
Jersey
$46.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$146M

Top Sellers

1
Jane Street
Jane Street
New York
$14.8M
2
Bank of America
Bank of America
North Carolina
$457M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$101M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.42M
5
DC
Davenport & Co
Virginia
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
526
Resurgent Financial Advisors
Georgia
$148K -$8.74K -172 -6%
OHWP
527
Oak Harbor Wealth Partners
North Carolina
$142K – – –
FRA
528
Front Row Advisors
California
$131K -$3.76K -74 -3%
WBC
529
West Branch Capital
Massachusetts
$127K +$1.78K +35 +1%
AIP
530
Ameritas Investment Partners
Nebraska
$126K – – –
WIM
531
Westside Investment Management
California
$120K – – –
PPWM
532
PFG Private Wealth Management
Florida
$117K -$6.05K -119 -5%
Fidelity Investments
533
Fidelity Investments
Massachusetts
$112K -$70.6K -1,390 -39%
BONH
534
Bank of New Hampshire
New Hampshire
$104K – – –
CLOS
535
Compagnie Lombard Odier SCmA
Switzerland
$102K – – –
DJSG
536
D.J. St. Germain
Massachusetts
$101K +$101K +1,992 New
IGWM
537
ICA Group Wealth Management
Colorado
$94.6K +$94.6K +1,861 New
PFBT
538
Parkside Financial Bank & Trust
Missouri
$90.2K – – –
SWM
539
Sanctuary Wealth Management
Idaho
$88K +$88K +1,731 New
PIAS
540
PCA Investment Advisory Services
Ohio
$84.2K +$84.2K +1,656 New
BWA
541
BDO Wealth Advisors
Florida
$73.1K – – –
GEA
542
Glen Eagle Advisors
New Jersey
$70.9K +$508 +10 +0.7%
AWM
543
Atticus Wealth Management
Florida
$68.8K -$99.7K -1,962 -59%
LSA
544
Lansing Street Advisors
Pennsylvania
$65.9K -$505K -9,930 -88%
ACA
545
Atlas Capital Advisors
Wyoming
$65.3K +$65.3K +1,285 New
LFG
546
Larson Financial Group
Missouri
$64.1K +$64.1K +1,261 New
JWA
547
JFS Wealth Advisors
Pennsylvania
$59.7K – – –
LFA
548
LGT Financial Advisors
Texas
$59.4K +$59.4K +1,170 New
MHR
549
Matthew Hamilton Rosenberg
$57.4K – – –
BWAM
550
Boyd Watterson Asset Management
Ohio
$53.9K +$32.3K +635 +149%
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