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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.

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
1
Envestnet Asset Management
Illinois
$130M
2
Wells Fargo
2
Wells Fargo
California
$211M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$92.6M
4
DFG
4
Demars Financial Group
Washington
$35.4M
5
RCS
5
Retirement Capital Strategies
California
$20.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$20.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$199K
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
AF
4
Allworth Financial
California
$373M
5
MCM
5
MV Capital Management
Maryland
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$734M 14,607,497 +403,361 +3%
AF
2
Allworth Financial
California
$373M 7,416,041 -934,971 -11%
Morgan Stanley
3
Morgan Stanley
New York
$318M 6,333,668 -467,902 -7%
BlackRock
4
BlackRock
New York
$257M 5,114,664 -159,300 -3%
UBS Group
5
UBS Group
Switzerland
$222M 4,423,672 -491,172 -10%
Wells Fargo
6
Wells Fargo
California
$211M 4,201,847 +507,831 +14%
LPL Financial
7
LPL Financial
California
$193M 3,837,540 +86,170 +2%
Franklin Resources
8
Franklin Resources
California
$169M 3,352,512 +60,668 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$133M 2,648,983 +163,245 +7%
Ameriprise
10
Ameriprise
Minnesota
$132M 2,631,051 +11,292 +0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$130M 2,582,496 +703,770 +37%
GT
12
Glenview Trust
Kentucky
$115M 2,288,140 -366,920 -14%
DC
13
Davenport & Co
Virginia
$101M 2,009,588 +17,913 +0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$99.4M 1,977,832 -221,317 -10%
Osaic Holdings
15
Osaic Holdings
Arizona
$92.6M 1,841,336 +478,218 +35%
B
16
Barings
North Carolina
$77.6M 1,543,984 +88,998 +6%
US Bancorp
17
US Bancorp
Minnesota
$49.8M 989,705 -232,419 -19%
HTC
18
Haverford Trust Company
Pennsylvania
$49.4M 983,124 +71,381 +8%
Truist Financial
19
Truist Financial
North Carolina
$48.4M 961,934 -213,224 -18%
TNBTD
20
Trustmark National Bank Trust Department
Mississippi
$45.4M 903,136 +76,397 +9%
AWMS
21
Advocacy Wealth Management Services
Georgia
$43.7M 869,983 +20,267 +2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$41.2M 819,475 +288,645 +54%
ACI
23
Alpha Cubed Investments
California
$40.9M 813,616 +10,357 +1%
CFG
24
CNO Financial Group
Indiana
$36.6M 727,066 – –
CA
25
Capital Advantage
California
$35.8M 711,955 -7,697 -1%
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