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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 %
SWP
576
Strategic Wealth Partners
Ohio
$206K – – –
AGP
577
Autumn Glory Partners
Texas
$203K – – –
ACK
578
Andrew C. Karlinski
$202K -$92.1K -1,836 -31%
BA
579
Bridge Advisory
California
$202K +$202K +4,015 New
CWA
580
Clearview Wealth Advisors
Oregon
$201K – – –
Fidelity Investments
581
Fidelity Investments
Massachusetts
$199K -$74.8M -1,481,150 -100%
CT
582
Cambridge Trust
Massachusetts
$199K – – –
BCV
583
Banque Cantonale Vaudoise
Switzerland
$186K – – –
AA
584
Ancora Advisors
Ohio
$185K +$201 +4 +0.1%
AIP
585
Almanack Investment Partners
Pennsylvania
$176K +$176K +3,510 New
CAL
586
Capital Advisors Ltd
Ohio
$175K +$553 +11 +0.3%
WBC
587
West Branch Capital
Massachusetts
$174K +$603 +12 +0.3%
IFA
588
Interactive Financial Advisors
Illinois
$174K +$11.1K +222 +7%
IAIM
589
Industrial Alliance Investment Management
Quebec, Canada
$171K -$465K -9,268 -73%
CFD
590
Creative Financial Designs
Indiana
$152K +$655 +13 +0.4%
FRA
591
Front Row Advisors
California
$149K -$100K -2,000 -40%
OHWP
592
Oak Harbor Wealth Partners
North Carolina
$141K – – –
HI
593
Harbour Investments
Wisconsin
$129K – – –
Fifth Third Bancorp
594
Fifth Third Bancorp
Ohio
$126K -$50.7K -1,008 -29%
EIP
595
Ellis Investment Partners
Pennsylvania
$126K -$4.05K -81 -3%
HS
596
Horan Securities
United States
$121K -$23.8K -475 -16%
LF
597
Lee Financial
Texas
$113K – – –
SWM
598
Sugarloaf Wealth Management
Georgia
$112K +$112K +2,210 New
ACA
599
Aptus Capital Advisors
Alabama
$108K +$108K +2,144 New
BONH
600
Bank of New Hampshire
New Hampshire
$102K – – –
22 23
24
25 26