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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 %
CLOS
601
Compagnie Lombard Odier SCmA
Switzerland
$101K – – –
National Bank of Canada
602
National Bank of Canada
Quebec, Canada
$93K – – –
WC
603
Westwind Capital
New Mexico
$92K – – –
PFBT
604
Parkside Financial Bank & Trust
Missouri
$89K -$24.9K -496 -22%
BWA
605
BDO Wealth Advisors
Florida
$72K – – –
GEA
606
Glen Eagle Advisors
New Jersey
$65.6K -$19.4K -385 -23%
SSC
607
Syverson Strege & Co
Iowa
$65K -$1.36K -27 -2%
HIA
608
Harbor Investment Advisory
Maryland
$65K – – –
JWA
609
JFS Wealth Advisors
Pennsylvania
$59K – – –
MHR
610
Matthew Hamilton Rosenberg
$59K +$2.55K +51 +5%
IA
611
IFS Advisors
Kansas
$50K – – –
GWSG
612
GPS Wealth Strategies Group
Colorado
$50K – – –
CMA
613
Cedar Mountain Advisors
Oregon
$50K +$22.3K +444 +81%
AWM
614
Activest Wealth Management
Florida
$50K +$50K +1,000 New
ZB
615
Zions Bancorporation
Utah
$45K -$58.7K -1,180 -57%
CAL
616
Capital Analysts LLC
Pennsylvania
$44K +$51 +1 +0.1%
SL
617
Savior LLC
Massachusetts
$43K +$43K +860 New
HCP
618
Hexagon Capital Partners
Arkansas
$37K -$9.93K -197 -21%
ADL
619
Asset Dedication LLC
California
$35K – – –
SMG
620
Spectrum Management Group
Indiana
$35K +$18.4K +364 +111%
FFA
621
Founders Financial Alliance
North Carolina
$31K -$36.7K -736 -54%
PCTC
622
Perkins Coie Trust Company
Washington
$30K – – –
PMFA
623
Plante Moran Financial Advisors
Michigan
$30K +$30K +592 New
ANBT
624
American National Bank & Trust
Texas
$30K +$30K +594 New
FGAM
625
Financial Gravity Asset Management
Texas
$28.1K -$1.65K -50 -6%
23 24
25
26 27