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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 %
SIC
701
Sterling Investment Counsel
New York
– -$280K -5,610 Closed
SFG
702
Snider Financial Group
Washington
– -$263K -5,274 Closed
BAS
703
Brown Advisory Securities
Maryland
– -$260K -5,198 Closed
OAM
704
Occidental Asset Management
California
– -$247K -4,946 Closed
SAS
705
Sanford Advisory Services
Michigan
– -$241K -4,827 Closed
NCM
706
Noesis Capital Mangement
Florida
– -$239K -4,790 Closed
CI
707
CX Institutional
Indiana
– -$238K -4,757 Closed
ATPW
708
Ashton Thomas Private Wealth
Arizona
– -$232K -4,648 Closed
CT
709
Coastline Trust
Rhode Island
– -$229K -4,586 Closed
SSWM
710
Smith Salley Wealth Management
North Carolina
– -$224K -4,494 Closed
APA
711
Astoria Portfolio Advisors
New York
– -$210K -4,202 Closed
CSWG
712
Cardinal Strategic Wealth Guidance
Kentucky
– -$194K -3,896 Closed
AW
713
ACG Wealth
Georgia
– -$103K -2,061 Closed
CWM
714
Curi Wealth Management
North Carolina
– -$103K -2,059 Closed
BW
715
Bison Wealth
Georgia
– -$78K -1,568 Closed
SC
716
SouthState Corp
Florida
– -$74K -1,480 Closed
SWM
717
SeaCrest Wealth Management
New York
– -$36K -721 Closed
Qube Research & Technologies (QRT)
718
Qube Research & Technologies (QRT)
United Kingdom
– -$34K -683 Closed
SCA
719
Stonebridge Capital Advisors
Minnesota
– -$32K -637 Closed
VVP
720
Venture Visionary Partners
Ohio
– -$29.5K -590 Closed
HR
721
Howe & Rusling
New York
– -$13K -258 Closed
TRCT
722
Tower Research Capital (TRC)
New York
– -$10K -200 Closed
NSB
723
Norway Savings Bank
Maine
– -$10K -200 Closed
SFG
724
Steward Financial Group
Texas
– -$9K -191 Closed
CJL
725
Cyrus J. Lawrence
New York
– -$5K -100 Closed
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