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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 %
UFA
201
US Financial Advisors
Massachusetts
$3.49M -$1.36M -27,034 -28%
BFO
202
Boston Family Office
Massachusetts
$3.46M -$4.44M -88,349 -56%
DWP
203
Destiny Wealth Partners
Florida
$3.41M +$207K +4,111 +6%
APA
204
American Portfolios Advisors
New York
$3.41M +$50.8K +1,010 +2%
WIC
205
Woodmont Investment Counsel
Tennessee
$3.4M -$93.6K -1,862 -3%
WFS
206
Weitzel Financial Services
Iowa
$3.32M +$185K +3,687 +6%
PAS
207
Park Avenue Securities
New York
$3.27M -$1.66M -33,117 -34%
PAG
208
Private Advisory Group
Washington
$3.26M +$199K +3,964 +7%
GIS
209
Grayhawk Investment Strategies
Alberta, Canada
$3.16M +$3.16M +62,900 New
PGAM
210
Princeton Global Asset Management
New Jersey
$3.07M +$1.91K +38 +0.1%
VRM
211
Vectors Research Management
New York
$3.07M -$76.9K -1,529 -2%
MAM
212
MMA Asset Management
Pennsylvania
$3.06M +$620K +12,336 +25%
BA
213
Bluesphere Advisors
Pennsylvania
$3.04M +$1.12M +22,379 +59%
HC
214
HNP Capital
New York
$3.02M -$46.1K -917 -2%
BIA
215
Bigelow Investment Advisors
Maine
$3.01M -$577K -11,488 -16%
ACM
216
Ascendant Capital Management
California
$2.97M +$2.97M +59,000 New
TF
217
Trek Financial
Arizona
$2.9M +$1.67M +33,155 +135%
FHA
218
Flagship Harbor Advisors
Massachusetts
$2.86M +$1.88M +37,403 +191%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$2.85M -$22.6K -450 -0.8%
HPM
220
Hudson Portfolio Management
New York
$2.83M -$94K -1,870 -3%
AWM
221
Altus Wealth Management
Kentucky
$2.83M +$452 +9 +0%
KCM
222
Karp Capital Management
California
$2.82M -$303K -6,033 -10%
VFO
223
Virtus Family Office
Texas
$2.82M +$2.82M +56,022 New
ONB
224
Old National Bancorp
Indiana
$2.8M +$2.8M +55,648 New
FWP
225
FAS Wealth Partners
Kansas
$2.78M -$213K -4,241 -7%
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