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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 %
CIC
151
Canal Insurance Company
South Carolina
$3.96M – – –
PAG
152
Private Advisory Group
Washington
$3.94M +$327K +6,425 +9%
FF
153
Friedenthal Financial
New Jersey
$3.9M +$3.9M +76,773 New
ST
154
Smithfield Trust
Pennsylvania
$3.8M -$5.08K -100 -0.1%
RIA
155
Regal Investment Advisors
Michigan
$3.76M -$118K -2,315 -3%
LG
156
LaFleur & Godfrey
Michigan
$3.76M -$155K -3,051 -4%
VWA
157
Visionary Wealth Advisors
Illinois
$3.73M +$1.43M +28,164 +62%
ACI
158
Alpha Cubed Investments
California
$3.7M -$590K -11,606 -14%
RSS
159
Rosenblum Silverman Sutton
California
$3.65M +$3.65M +71,735 New
VCA
160
Verdence Capital Advisors
Maryland
$3.63M -$1.05M -20,682 -22%
TCM
161
Triumph Capital Management
Colorado
$3.61M +$1.51M +29,683 +72%
PCP
162
Proficio Capital Partners
Massachusetts
$3.55M -$3.05K -60 -0.1%
UFA
163
US Financial Advisors
Massachusetts
$3.53M -$78.5K -1,545 -2%
HNB
164
Huntington National Bank
Ohio
$3.51M -$3.71M – –
OWA
165
Octavia Wealth Advisors
Ohio
$3.46M -$1.06M -20,833 -23%
RAM
166
Riggs Asset Management
Pennsylvania
$3.45M +$7.01K +138 +0.2%
OPWM
167
Oxinas Partners Wealth Management
Indiana
$3.44M -$536K -10,538 -13%
William Blair & Company
168
William Blair & Company
Illinois
$3.44M -$5.39K -106 -0.2%
GC
169
Guidance Capital
Kentucky
$3.41M +$3.41M +67,312 New
EWA
170
EverSource Wealth Advisors
Alabama
$3.39M +$294K +5,792 +10%
MMA
171
Miracle Mile Advisors
California
$3.39M -$337K -6,634 -9%
SWM
172
Seed Wealth Management
Illinois
$3.35M -$1.83M -36,040 -35%
ES
173
ETF Store
Kansas
$3.3M +$42.5K +838 +1%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$3.3M +$282K +5,549 +9%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$3.25M -$91.9K -1,809 -3%
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