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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 %
RWA
151
Redhawk Wealth Advisors
Minnesota
$4.99M +$4.99M +99,285 New
SC
152
Sierra Capital
Florida
$4.95M -$887K -17,645 -15%
FAM
153
Forte Asset Management
New York
$4.94M -$132K -2,629 -3%
WI
154
WrapManager Inc
California
$4.92M -$106K -2,106 -2%
AAS
155
Avantax Advisory Services
Texas
$4.75M +$1.03M +20,556 +28%
AA
156
Alesco Advisors
New York
$4.71M -$1.24M -24,650 -21%
CAGAS
157
Capital Advisory Group Advisory Services
Minnesota
$4.68M +$38.9K +774 +0.8%
RIA
158
Regal Investment Advisors
Michigan
$4.67M +$781K +15,541 +20%
KC
159
Knuff & Co
California
$4.65M +$4.56M +90,730 +5,041%
William Blair & Company
160
William Blair & Company
Illinois
$4.61M +$5.58K +111 +0.1%
FFG
161
Frisch Financial Group
New York
$4.59M +$84.4K +1,678 +2%
TB
162
Treynor Bancshares
Iowa
$4.58M +$4.58M +91,196 New
JPLA
163
Joseph P. Lucia & Associates
New York
$4.55M +$133K +2,642 +3%
RHP
164
Royal Harbor Partners
Texas
$4.53M -$3M -59,626 -40%
HAIM
165
Hunter Associates Investment Management
Pennsylvania
$4.52M +$349K +6,953 +8%
ZIM
166
Zacks Investment Management
Illinois
$4.51M +$767K +15,265 +20%
SA
167
Scarborough Advisors
Maryland
$4.5M +$88.4K +1,759 +2%
BOTW
168
Bank of the West
California
$4.39M -$296K -5,880 -6%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$4.37M -$51.3K -1,020 -1%
GRP
170
Global Retirement Partners
California
$4.35M +$3.22M +64,184 +286%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$4.34M +$146K +2,913 +3%
NA
172
NewEdge Advisors
Louisiana
$4.24M -$223K -4,436 -5%
ACM
173
Antonetti Capital Management
Florida
$4.22M -$295K -5,866 -7%
SF
174
Synovus Financial
Georgia
$4.19M -$105K -2,085 -2%
SIA
175
Schechter Investment Advisors
Michigan
$4.19M -$407K -8,098 -9%
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