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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
$130M
2
Wells Fargo
Wells Fargo
California
$211M
3
Osaic Holdings
Osaic Holdings
Arizona
$92.6M
4
DFG
Demars Financial Group
Washington
$35.4M
5
RCS
Retirement Capital Strategies
California
$20.4M

Top Sellers

1
Jane Street
Jane Street
New York
$20.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$199K
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
4
AF
Allworth Financial
California
$373M
5
MCM
MV Capital Management
Maryland
$10K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
676
Polaris Wealth Advisory Group
California
– -$4.82M -96,551 Closed
FH
677
FWG Holdings
Florida
– -$3.86M -77,245 Closed
AAM
678
Aureus Asset Management
Massachusetts
– -$3.51M -70,300 Closed
BFA
679
Benedict Financial Advisors
Georgia
– -$3.1M -62,084 Closed
CCWA
680
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.11M -42,254 Closed
TCM
681
Triumph Capital Management
Colorado
– -$32K -35,000 Closed
PM
682
Phraction Management
Connecticut
– -$1.63M -32,600 Closed
HIC
683
Hartline Investment Corp
Illinois
– -$1.65M -32,469 Closed
Bank of Nova Scotia
684
Bank of Nova Scotia
Ontario, Canada
– -$1.56M -31,150 Closed
MFG
685
Merit Financial Group
Georgia
– -$1.25M -25,031 Closed
LGWM
686
Litman Gregory Wealth Management
California
– -$891K -17,847 Closed
LCAM
687
London & Capital Asset Management
United Kingdom
– -$849K -17,011 Closed
MWM
688
Marietta Wealth Management
Georgia
– -$821K -16,451 Closed
CSA
689
Cottage Street Advisors
Massachusetts
– -$720K -14,430 Closed
AAS
690
Annex Advisory Services
Wisconsin
– -$708K -14,180 Closed
APWM
691
Atlas Private Wealth Management
New York
– -$647K -12,959 Closed
BAM
692
Bayshore Asset Management
Florida
– -$563K -11,287 Closed
WIA
693
World Investment Advisors
California
– -$537K -10,698 Closed
SOS
694
Silver Oak Securities
Tennessee
– -$460K -9,167 Closed
RWM
695
Reston Wealth Management
Virginia
– -$418K -8,379 Closed
GC
696
Grimes & Company
Massachusetts
– -$349K -6,988 Closed
JCM
697
Janney Capital Management
Pennsylvania
– -$305K -6,114 Closed
AC
698
Avestar Capital
New York
– -$303K -6,061 Closed
EIA
699
Eldridge Investment Advisors
New Hampshire
– -$300K -6,000 Closed
SYBT
700
Stock Yards Bank & Trust
Kentucky
– -$289K -5,795 Closed
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