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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
+$35.4M
2
Wells Fargo
Wells Fargo
California
+$25.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$24M
4
DFG
Demars Financial Group
Washington
+$21.6M
5
RCS
Retirement Capital Strategies
California
+$20.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$97.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$67.6M
4
AF
Allworth Financial
California
-$47M
5
MCM
MV Capital Management
Maryland
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
BlueCrest Capital Management
Jersey
$6.44M +$6.44M +128,091 New
BIP
127
Blueprint Investment Partners
North Carolina
$6.3M -$3.86M -76,835 -38%
AssetMark Inc
128
AssetMark Inc
California
$6.2M +$6.15M +122,278 +12,751%
ASN
129
Advisory Services Network
Georgia
$6.12M -$399K -7,938 -6%
RC
130
Roundview Capital
New Jersey
$6.11M -$267K -5,310 -4%
WSTAM
131
Wilbanks Smith & Thomas Asset Management
Virginia
$5.98M +$1.08M +21,458 +22%
BEC
132
Blue Edge Capital
Virginia
$5.97M -$513K -10,206 -8%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$5.91M +$240K +4,771 +4%
CW
134
CreativeOne Wealth
Kansas
$5.8M +$1.58M +31,403 +37%
LG
135
LaFleur & Godfrey
Michigan
$5.78M -$610K -12,124 -10%
BIAS
136
Beacon Investment Advisory Services
New Jersey
$5.77M -$254K -5,046 -4%
FC
137
FCA Corp
Texas
$5.74M -$10.3K -204 -0.2%
SPP
138
Single Point Partners
Massachusetts
$5.66M +$312K +6,210 +6%
CFGS
139
Concourse Financial Group Securities
Alabama
$5.54M +$2.85M +56,624 +106%
PAG
140
Private Advisor Group
New Jersey
$5.45M -$388K -7,711 -7%
AWM
141
AE Wealth Management
Kansas
$5.42M -$18.3M -363,173 -77%
SPIA
142
Steward Partners Investment Advisory
New York
$5.38M -$164K -3,266 -3%
BWCS
143
Beirne Wealth Consulting Services
Connecticut
$5.37M -$390K -7,763 -7%
MAG
144
MRA Advisory Group
New Jersey
$5.32M +$129K +2,572 +2%
GC
145
Guggenheim Capital
Illinois
$5.3M -$747K -14,856 -12%
Citadel Advisors
146
Citadel Advisors
Florida
$5.25M -$2.71M -53,947 -34%
MIA
147
MMBG Investment Advisors
Florida
$5.15M – – –
FF
148
Friedenthal Financial
New Jersey
$5.12M +$5.12M +101,839 New
BRWA
149
B. Riley Wealth Advisors
Florida
$5.1M +$85.7K +1,705 +2%
HC
150
Hoese & Co
Minnesota
$5.02M +$1.16M +23,151 +30%
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