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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 %
IFO
176
Independent Family Office
New York
$4.11M -$674K -13,414 -14%
HNB
177
Huntington National Bank
Ohio
$4.1M -$4.35M – –
MCC
178
Money Concepts Capital
Florida
$4.06M +$1.59M +31,559 +64%
PF
179
Phoenix Financial
Israel
$4.04M +$72.4K +1,437 +2%
CC
180
Courier Capital
New York
$3.97M -$183K -3,633 -4%
CWM
181
Cornerstone Wealth Management
Missouri
$3.97M +$1.06M +21,115 +36%
GPA
182
Guidance Point Advisors
Massachusetts
$3.95M -$201K -4,001 -5%
UCFA
183
United Capital Financial Advisors
Texas
$3.94M -$903K -17,954 -19%
FAP
184
Financial Advisory Partners
Florida
$3.92M -$1.51M -29,998 -28%
CIC
185
Canal Insurance Company
South Carolina
$3.92M – – –
BFG
186
Beacon Financial Group
Texas
$3.91M -$1.67M -33,305 -30%
OPWM
187
Oxinas Partners Wealth Management
Indiana
$3.9M +$3.3M +65,651 +554%
PFA
188
Pinnacle Family Advisors
Missouri
$3.89M -$2.83M -56,315 -42%
ST
189
Smithfield Trust
Pennsylvania
$3.86M -$27.7K -551 -0.7%
CTA
190
Chesley Taft & Associates
Illinois
$3.86M – – –
CWA
191
Clarus Wealth Advisors
Arizona
$3.85M +$6.87K +137 +0.2%
RFC
192
Regions Financial Corp
Alabama
$3.76M -$1.84M -36,623 -33%
CT
193
Colonial Trust
South Carolina
$3.7M +$3.7M +73,682 New
AFA
194
American Financial Advisors
Georgia
$3.7M +$16.7K +332 +0.5%
ES
195
ETF Store
Kansas
$3.63M -$13.9K -277 -0.4%
LOPW
196
Live Oak Private Wealth
North Carolina
$3.59M -$88.7K -1,764 -2%
COCM
197
Charter Oak Capital Management
New Hampshire
$3.58M -$1.13M -22,384 -24%
Lido Advisors
198
Lido Advisors
California
$3.57M +$3.57M +71,007 New
FUBT
199
First United Bank & Trust
Maryland
$3.56M -$867K -17,252 -20%
SCA
200
Snowden Capital Advisors
New York
$3.55M +$2.42M +48,133 +213%
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