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

Top Sellers

1
Jane Street
Jane Street
New York
$14.8M
2
Bank of America
Bank of America
North Carolina
$457M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$101M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.42M
5
DC
Davenport & Co
Virginia
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$4.8M +$665K +13,088 +16%
CCP
127
Carmel Capital Partners
California
$4.73M +$3.7M +72,777 +360%
Millennium Management
128
Millennium Management
New York
$4.68M +$1.17M +22,926 +33%
HC
129
Hoese & Co
Minnesota
$4.67M -$607K -11,945 -11%
WFS
130
Weitzel Financial Services
Iowa
$4.64M +$29.6K +583 +0.6%
FAT
131
First American Trust
California
$4.64M -$462K -9,082 -9%
AAS
132
Avantax Advisory Services
Texas
$4.62M -$917K -18,047 -17%
KWM
133
Kingsview Wealth Management
Oregon
$4.6M +$3.03M +59,718 +194%
KNW
134
Kesler Norman & Wride
Utah
$4.57M -$652K -12,838 -12%
CTA
135
Chesley Taft & Associates
Illinois
$4.55M +$564K +11,100 +14%
PAMS
136
Pictet Asset Management (Switzerland)
Switzerland
$4.47M -$2.61M -51,300 -37%
WMR
137
Wealth Management Resources
Rhode Island
$4.45M -$3M -58,974 -40%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$4.42M +$5.29K +104 +0.1%
AF
139
Advisornet Financial
Minnesota
$4.42M +$539K +10,599 +14%
SA
140
Scarborough Advisors
Maryland
$4.37M -$5.34K -105 -0.1%
CT
141
Colonial Trust
South Carolina
$4.29M +$96.3K +1,894 +2%
WCG
142
Weaver Consulting Group
California
$4.27M -$277K -5,442 -6%
SIA
143
Schechter Investment Advisors
Michigan
$4.26M -$7.67K -151 -0.2%
PCA
144
Prosperity Capital Advisors
Ohio
$4.26M -$395K -7,775 -8%
BCM
145
Brookstone Capital Management
Illinois
$4.25M -$19.4M -382,972 -82%
FAP
146
Financial Advisory Partners
Florida
$4.24M +$245K +4,812 +6%
HAIM
147
Hunter Associates Investment Management
Pennsylvania
$4.21M -$2.9M -57,038 -41%
TF
148
Trek Financial
Arizona
$4.18M +$446K +8,769 +12%
VFO
149
Virtus Family Office
Texas
$4.05M +$1.11M +21,768 +38%
WI
150
WrapManager Inc
California
$4M -$703K -13,829 -15%
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