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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 %
FGAM
601
Financial Gravity Asset Management
Texas
$2.49K +$2.49K +51 New
S
602
SignatureFD
Georgia
$1.93K -$86.3K -1,698 -98%
CP
603
Castleview Partners
Texas
$1.02K – – –
BTI
604
Blue Trust Inc
Georgia
$1K – – –
KFI
605
Key Financial Inc
Pennsylvania
$966 – – –
SL
606
Savior LLC
Massachusetts
$904 – – –
AWA
607
Artemis Wealth Advisors
New York
$743 +$50 +1 +7%
CCP
608
Cunning Capital Partners
North Carolina
$396 -$353K -7,000 Closed
IHWM
609
Iron Horse Wealth Management
Iowa
$234 +$47 +1 +25%
IAS
610
IMA Advisory Services
Colorado
$102 -$16.4K -322 -99%
PGA
611
Portland Global Advisors
Maine
– -$11.6M -230,604 Closed
ERIM
612
Eagle Ridge Investment Management
Connecticut
– -$10.9M -215,449 Closed
Susquehanna International Group
613
Susquehanna International Group
Pennsylvania
– -$10.5M -207,845 Closed
GSC
614
G&S Capital
Colorado
– -$10.3M -203,854 Closed
SSWG
615
Seven Springs Wealth Group
Tennessee
– -$8.52M -169,146 Closed
MAG
616
MRA Advisory Group
New Jersey
– -$7.99M -158,482 Closed
TA
617
TKG Advisors
Indiana
– -$7.57M -150,227 Closed
CFG
618
CNO Financial Group
Indiana
– -$7.16M -142,066 Closed
BIP
619
Blueprint Investment Partners
North Carolina
– -$6.39M -126,876 Closed
LG
620
Leuthold Group
Minnesota
– -$4.45M -88,289 Closed
MSAM
621
Moloney Securities Asset Management
Missouri
– -$3.38M -67,173 Closed
LCWP
622
Legacy Capital Wealth Partners
Arkansas
– -$2.35M -46,651 Closed
CWM
623
Cornerstone Wealth Management
Missouri
– -$2.28M -45,177 Closed
WIC
624
Woodmont Investment Counsel
Tennessee
– -$2.01M -39,865 Closed
CCA
625
Clearwater Capital Advisors
Illinois
– -$1.71M -34,008 Closed
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