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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 %
CWP
551
CFM Wealth Partners
Texas
$244K – – –
HI
552
Horizon Investments
North Carolina
$244K +$244K +4,881 New
SIA
553
Strategic Investment Advisors
Michigan
$243K -$271K -5,386 -53%
AIP
554
Ameritas Investment Partners
Nebraska
$241K -$33.6K -669 -12%
CIM
555
Confluence Investment Management
Missouri
$239K – – –
LFAS
556
Level Four Advisory Services
Texas
$239K +$13.8K +275 +6%
WDC
557
Woodward Diversified Capital
California
$234K -$41.1K -819 -15%
EA
558
Efficient Advisors
Ohio
$233K -$4.97K -99 -2%
LSPW
559
Lake Street Private Wealth
Illinois
$232K -$9.76K -194 -4%
CAC
560
Certified Advisory Corp
Florida
$231K +$231K +4,601 New
WAM
561
Weatherly Asset Management
California
$229K – – –
RWM
562
RBA Wealth Management
California
$227K -$302 -6 -0.1%
SWM
563
Seaside Wealth Management
California
$226K +$1.36K +27 +0.6%
First Manhattan
564
First Manhattan
New York
$224K +$212K +4,233 +1,832%
CCP
565
Carmel Capital Partners
California
$219K – – –
BTWM
566
Baker Tilly Wealth Management
Wisconsin
$219K +$219K +4,349 New
ESB
567
Essex Savings Bank
Connecticut
$217K -$5.89K -117 -3%
WJWM
568
Williams Jones Wealth Management
New York
$214K – – –
CTFG
569
Capstone Triton Financial Group
Oklahoma
$210K -$15.1K -300 -7%
BBNA
570
Bremer Bank National Association
Minnesota
$210K – – –
GF
571
Gries Financial
Ohio
$210K +$210K +4,180 New
IF
572
Intrua Financial
Texas
$209K -$4.77K -95 -2%
FA
573
Fortis Advisors
Pennsylvania
$208K – – –
LDFR
574
Lehman & Derafelo Financial Resources
Pennsylvania
$208K – – –
LWP
575
Legacy Wealth Planning
Nevada
$207K -$639K -3,882 -76%
21 22
23
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