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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 %
Nomura Asset Management
651
Nomura Asset Management
Japan
– -$328K -6,504 Closed
MA
652
Montag & Associates
Georgia
– -$309K -6,138 Closed
RWM
653
Revisor Wealth Management
Ohio
– -$307K -6,098 Closed
LAM
654
LifePro Asset Management
California
– -$298K -5,929 Closed
AHC
655
Anderson Hoagland & Co
Missouri
– -$297K -5,901 Closed
MHS
656
M Holdings Securities
Oregon
– -$290K -5,762 Closed
1WA
657
180 Wealth Advisors
Washington
– -$270K -5,360 Closed
WMA
658
Wealth Management Associates
New Jersey
– -$254K -5,044 Closed
RPC
659
Rossmore Private Capital
Connecticut
– -$239K -4,750 Closed
SAM
660
Seelaus Asset Management
New Jersey
– -$238K -4,725 Closed
HFA
661
High Falls Advisors
New York
– -$237K -4,695 Closed
CWM
662
Congress Wealth Management
Massachusetts
– -$218K -4,321 Closed
FA
663
Fortis Advisors
Pennsylvania
– -$208K -4,137 Closed
AGP
664
Autumn Glory Partners
Texas
– -$203K -4,034 Closed
LOPW
665
Live Oak Private Wealth
North Carolina
– -$203K -4,020 Closed
AWA
666
Amplius Wealth Advisors
Pennsylvania
– -$202K -4,000 Closed
CT
667
Cambridge Trust
Massachusetts
– -$200K -3,965 Closed
TCOV
668
Trust Company of Vermont
Vermont
– -$148K -2,940 Closed
BL
669
Balentine LLC
Georgia
– -$103K -2,039 Closed
KM
670
Kalos Management
Georgia
– -$103K -2,035 Closed
FCA
671
Fortis Capital Advisors
Kansas
– -$101K -2,000 Closed
SSC
672
Syverson Strege & Co
Iowa
– -$65.9K -1,308 Closed
ONST
673
Old North State Trust
North Carolina
– -$46K -909 Closed
SIS
674
Strategic Investment Solutions
Illinois
– -$25.7K -510 Closed
BWM
675
Baystate Wealth Management
Massachusetts
– -$20.4K -404 Closed
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