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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
1
New York Life Investment Management
New York
$168M
2
AssetMark Inc
2
AssetMark Inc
California
$112M
3
MWM
3
Modera Wealth Management
New Jersey
$43.2M
4
BCM
4
BlueCrest Capital Management
Jersey
$46.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$146M

Top Sellers

1
Jane Street
1
Jane Street
New York
$14.8M
2
Bank of America
2
Bank of America
North Carolina
$457M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$101M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.42M
5
DC
5
Davenport & Co
Virginia
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$18.9M +$5.59M +110,057 +42%
CAN
52
Cetera Advisor Networks
California
$18.8M +$636K +12,511 +3%
AWS
53
Atria Wealth Solutions
New York
$18.7M +$492K +9,675 +3%
AF
54
Allworth Financial
California
$18M +$2.94M +57,762 +20%
Mariner
55
Mariner
Kansas
$17.4M -$1.12M -22,020 -6%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$17.1M -$1.46M -28,729 -8%
State Street
57
State Street
Massachusetts
$15.5M +$536K +10,547 +4%
LWM
58
LJI Wealth Management
Indiana
$15.1M -$334K -6,595 -2%
Jane Street
59
Jane Street
New York
$14.8M -$655M -12,897,338 -98%
CA
60
Capital Advantage
California
$14.8M -$9.74M -192,520 -40%
PA
61
Probity Advisors
Texas
$14.8M +$14.8M +291,274 New
Betterment LLC
62
Betterment LLC
New York
$14.6M +$7.07M +139,115 +93%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$14.3M -$7.44M -146,350 -34%
SC
64
Scotia Capital
Ontario, Canada
$12.8M -$84.3K -1,659 -0.7%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$12.6M +$6.03M +118,691 +92%
PCM
66
Price Capital Management
Louisiana
$12.3M +$12.3M +243,110 New
SWP
67
Stratos Wealth Partners
Ohio
$12.1M +$516K +10,145 +4%
MC
68
McMorgan & Co
California
$12.1M +$4.27M +84,099 +55%
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$11.5M -$145K -2,853 -1%
RA
70
RFG Advisory
Alabama
$10.4M +$5.96M +117,324 +135%
SIM
71
SSI Investment Management
California
$10.4M -$76.4K -1,503 -0.7%
AWMG
72
Alliance Wealth Management Group
New Jersey
$10.2M +$935K +18,401 +10%
JIR
73
James Investment Research
Ohio
$10M -$2.38M -46,928 -19%
RWP
74
RWA Wealth Partners
Massachusetts
$9.76M +$9.76M +192,103 New
RC
75
Roundview Capital
New Jersey
$9.65M +$1.77M +34,867 +22%
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