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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 %
HCP
576
Hexagon Capital Partners
Arkansas
$16.9K – – –
HT
577
Headlands Technologies
Illinois
$15.3K +$15.3K +301 New
WP
578
WealthPLAN Partners
Nebraska
$15.2K – – –
NCM
579
Northwest Capital Management
Oregon
$15K +$15K +295 New
UB
580
UMB Bank
Missouri
$14.9K -$3.05K -60 -17%
ADL
581
Asset Dedication LLC
California
$14K – – –
TFGT
582
TS Financial Group (TSFG)
Illinois
$14K +$51 +1 +0.4%
BFEC
583
Benjamin F. Edwards & Company
Missouri
$14K +$206 +4 +1%
FMTCOCP
584
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K +$14K +280 New
RWPA
585
Richard W. Paul & Associates
Michigan
$13.7K -$1.68K -33 -11%
KFS
586
Kelly Financial Services
Massachusetts
$13.6K +$203 +4 +2%
FCMT
587
Founders Capital Management (Texas)
Texas
$13.2K – – –
FHA
588
First Horizon Advisors
Tennessee
$11.3K -$203 -4 -2%
AWA
589
Alaska Wealth Advisors
Alaska
$10.5K +$10.5K +206 New
AAP
590
Arax Advisory Partners
Colorado
$8.24K +$102 +2 +1%
NFSG
591
Newbridge Financial Services Group
Florida
$6.54K +$6.54K +129 New
PCTC
592
Perkins Coie Trust Company
Washington
$6.35K -$23.6K -465 -79%
HWA
593
HHM Wealth Advisors
Tennessee
$6.1K – – –
MAWCM
594
Mine & Arao Wealth Creation & Management
California
$6.1K +$102 +2 +2%
HBW
595
Hazlett, Burt & Watson
West Virginia
$6K – – –
SS
596
Sunbelt Securities
Texas
$4.98K – – –
GIA
597
GHP Investment Advisors
Colorado
$4.92K +$4.92K +97 New
AWM
598
Avior Wealth Management
Nebraska
$2.59K -$4.12K -81 -61%
FFA
599
Founders Financial Alliance
North Carolina
$2.54K -$29.1K -572 -92%
IPW
600
Impact Partnership Wealth
Georgia
$2.54K +$2.54K +50 New
22 23
24
25 26