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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 %
IFS
76
Ifrah Financial Services
Arkansas
$9.64M +$211K +4,148 +2%
PGFC
77
Peapack-Gladstone Financial Corp
New Jersey
$9.62M -$2.32M -45,629 -19%
OAM
78
Occidental Asset Management
California
$9.5M +$2.85M +56,142 +43%
AP
79
Advisors Preferred
Maryland
$9.08M -$704K -13,906 -7%
M&T Bank
80
M&T Bank
New York
$9.05M -$2.39M -47,109 -21%
WMG
81
WESCAP Management Group
California
$8.53M +$315K +6,196 +4%
WCM
82
Windsor Capital Management
Arizona
$8.52M +$508 +10 +0%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$8.38M +$262K +5,159 +3%
Citigroup
84
Citigroup
New York
$8.15M +$58.7K +1,156 +0.7%
GRP
85
Global Retirement Partners
California
$7.94M +$3.96K +78 +0%
UCFA
86
United Capital Financial Advisors
Texas
$7.84M +$3.08M +60,529 +65%
PCM
87
Piedmont Capital Management
Montana
$7.7M -$107K -2,096 -1%
HVIA
88
Hudson Valley Investment Advisors
New York
$7.68M +$255K +5,009 +3%
CTA
89
Colonial Trust Advisors
South Carolina
$7.57M +$619K +12,181 +9%
QS
90
Quantitative Strategies
California
$7.56M +$7.56M +148,856 New
SC
91
Sierra Capital
Florida
$7.47M +$418K +8,231 +6%
RWM
92
Rezny Wealth Management
Florida
$7.45M -$66.6K -1,310 -0.9%
CW
93
CreativeOne Wealth
Kansas
$7.28M +$1.97M +38,753 +37%
WPC
94
White Pine Capital
Minnesota
$7.24M +$642K +12,633 +10%
PA
95
Perennial Advisors
New York
$7.24M -$135K -2,664 -2%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$7.16M -$324K -6,373 -4%
TB
97
Treynor Bancshares
Iowa
$7.04M +$1.5M +29,600 +27%
OC
98
Oppenheimer & Co
New York
$6.93M +$655K +12,891 +10%
CCG
99
Chatham Capital Group
Georgia
$6.86M +$323K +6,350 +5%
GWM
100
GSB Wealth Management
Connecticut
$6.7M +$1.23M +24,149 +22%
2 3
4
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