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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 %
BFG
626
Bleakley Financial Group
New Jersey
– -$1.64M -32,620 Closed
SS
627
Simplicity Solutions
Minnesota
– -$1.64M -32,620 Closed
HWM
628
HB Wealth Management
Georgia
– -$1.53M -30,366 Closed
FAIM
629
Financial Advocates Investment Management
Washington
– -$1.3M -25,861 Closed
EDRH
630
Edmond de Rothschild Holding
Switzerland
– -$1.28M -25,475 Closed
SAS
631
Sage Advisory Services
Texas
– -$944K -18,743 Closed
SCA
632
Southern Capital Advisors
Tennessee
– -$924K -18,336 Closed
WFA
633
Wells Financial Advisors
Massachusetts
– -$724K -14,365 Closed
FIB
634
First Interstate Bank
Montana
– -$652K -12,945 Closed
IWM
635
Iams Wealth Management
Nebraska
– -$627K -12,436 Closed
AA
636
Argent Advisors
Louisiana
– -$585K -11,604 Closed
GIA
637
Gladstone Institutional Advisory
Florida
– -$543K -10,785 Closed
WAM
638
Warberg Asset Management
Illinois
– -$533K -10,581 Closed
CM
639
Columbus Macro
Pennsylvania
– -$518K -10,285 Closed
SWM
640
Stockman Wealth Management
Montana
– -$516K -10,245 Closed
IP
641
Intellectus Partners
California
– -$512K -10,158 Closed
SEIA
642
Signature Estate & Investment Advisors
California
– -$496K -9,847 Closed
TSS
643
Two Sigma Securities
New York
– -$480K -9,531 Closed
BWM
644
Birchcreek Wealth Management
Ohio
– -$451K -8,956 Closed
ACM
645
Absolute Capital Management
Pennsylvania
– -$448K -8,900 Closed
WA
646
Waverly Advisors
Alabama
– -$400K -7,947 Closed
SIA
647
Strategic Investment Advisors
Michigan
– -$365K -7,235 Closed
ACIM
648
Azimuth Capital Investment Management
Michigan
– -$358K -7,105 Closed
VCM
649
Virtue Capital Management
Tennessee
– -$347K -6,884 Closed
PF
650
Phoenix Financial
Israel
– -$344K -6,830 Closed
24 25
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