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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.

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 %
SPP
101
Single Point Partners
Massachusetts
$6.52M +$173K +3,401 +3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$6.42M -$40.2M -792,003 -86%
CC
103
Courier Capital
New York
$6.42M +$2.65M +52,182 +70%
AIM
104
Astor Investment Management
Illinois
$6.3M +$452K +8,886 +8%
Creative Planning
105
Creative Planning
Kansas
$6.3M +$159K +3,128 +3%
FAM
106
Forte Asset Management
New York
$6.24M -$78.4K -1,543 -1%
BWCS
107
Beirne Wealth Consulting Services
Connecticut
$6.22M +$788K +15,495 +14%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$5.9M -$3.12M -61,374 -35%
TC
109
TAP Consulting
Missouri
$5.76M -$2.36M -46,533 -29%
PFWA
110
Paces Ferry Wealth Advisors
Georgia
$5.75M +$398K +7,835 +7%
FC
111
FCA Corp
Texas
$5.73M -$164K -3,224 -3%
BRWA
112
B. Riley Wealth Advisors
Florida
$5.69M -$68.4K -1,345 -1%
MWC
113
MBM Wealth Consultants
Missouri
$5.59M -$2.53M -49,859 -31%
FHB
114
First Hawaiian Bank
Hawaii
$5.59M -$34.4K -676 -0.6%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$5.58M +$65.1K +1,281 +1%
SPIA
116
Steward Partners Investment Advisory
New York
$5.53M -$37.6K -739 -0.7%
PAG
117
Private Advisor Group
New Jersey
$5.5M +$227K +4,456 +4%
CAGAS
118
Capital Advisory Group Advisory Services
Minnesota
$5.42M +$561K +11,043 +12%
AWM
119
AE Wealth Management
Kansas
$5.34M -$2.73M -53,666 -34%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$5.23M +$5.13M +100,937 +5,341%
ASN
121
Advisory Services Network
Georgia
$5M -$2.32M -45,716 -32%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$4.96M +$2.01M +39,530 +68%
RWA
123
Redhawk Wealth Advisors
Minnesota
$4.91M +$4.91M +96,551 New
SRWM
124
Shira Ridge Wealth Management
California
$4.84M -$305K -6,001 -6%
Principal Financial Group
125
Principal Financial Group
Iowa
$4.83M +$823K +16,200 +21%
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