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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
+$136M
2
AssetMark Inc
AssetMark Inc
California
+$50M
3
MWM
Modera Wealth Management
New Jersey
+$43.2M
4
BCM
BlueCrest Capital Management
Jersey
+$41.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38M

Top Sellers

1
Jane Street
Jane Street
New York
-$655M
2
Bank of America
Bank of America
North Carolina
-$82.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$52.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
5
DC
Davenport & Co
Virginia
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
201
Arkadios Wealth Advisors
Georgia
$2.34M +$30.2K +595 +1%
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$2.3M -$20.9K -411 -0.9%
CB
203
Cadence Bank
Mississippi
$2.29M -$30.3K -597 -1%
OCM
204
One Capital Management
California
$2.28M -$198K -3,893 -8%
FANJ
205
Financial Architects (New Jersey)
New Jersey
$2.27M +$59.2K +1,164 +3%
BFO
206
Boston Family Office
Massachusetts
$2.2M -$188K -3,692 -8%
COCM
207
Charter Oak Capital Management
New Hampshire
$2.18M -$344K -6,774 -14%
BIA
208
Bigelow Investment Advisors
Maine
$2.17M +$2.17M +42,638 New
DIA
209
Davidson Investment Advisors
Montana
$2.04M -$165K -3,256 -7%
PCA
210
Providence Capital Advisors
North Carolina
$2.04M +$31.3K +616 +2%
EH
211
Equitable Holdings
New York
$2.03M +$115K +2,260 +6%
MOS
212
MGO One Seven
Ohio
$1.99M -$2.16M -42,470 -52%
MAM
213
MMA Asset Management
Pennsylvania
$1.99M -$1.72M -33,765 -46%
AI
214
Atria Investments
North Carolina
$1.95M -$10.6K -208 -0.5%
Prudential Financial
215
Prudential Financial
New Jersey
$1.94M -$211K -4,154 -10%
SI
216
Stephens Inc
Arkansas
$1.92M +$711 +14 +0%
DG
217
DMC Group
Alabama
$1.92M +$18.3K +360 +1%
AC
218
AlphaCore Capital
California
$1.92M +$1.92M +37,700 New
SF
219
Summit Financial
New Jersey
$1.91M +$1.91M +37,492 New
DAS
220
Dynamic Advisor Solutions
Arizona
$1.88M +$3.66K +72 +0.2%
BAAM
221
Baker Avenue Asset Management
California
$1.83M -$67.9K -1,336 -4%
SF
222
Synovus Financial
Georgia
$1.81M +$215K +4,235 +14%
GPA
223
Guidance Point Advisors
Massachusetts
$1.79M -$722K -14,209 -29%
APP
224
Avantax Planning Partners
Iowa
$1.78M -$19.6K -385 -1%
MFG
225
Monumental Financial Group
Maryland
$1.78M +$118K +2,314 +7%
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