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iShares Floating Rate Bond ETF
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Overview Fund Activity

679 hedge funds and large institutions have $6.2B invested in iShares Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 207 increasing their positions, 289 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+14
Holders Change %
+2.11%
% of All Funds
10.96%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
104
Increased
207
Reduced
289
Closed
80
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$67.4M
2
Northern Trust
Northern Trust
Illinois
+$49.8M
3
BCM
BlueCrest Capital Management
Jersey
+$39.7M
4
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$33.4M
5
AIM
Astor Investment Management
Illinois
+$25.6M

Top Sellers

1
AF
Allworth Financial
California
-$355M
2
Bank of America
Bank of America
North Carolina
-$145M
3
AWA
Arete Wealth Advisors
Illinois
-$95.3M
4
ACI
Alpha Cubed Investments
California
-$33.8M
5
GT
Glenview Trust
Kentucky
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
226
Pinnacle Financial Partners
Tennessee
$2.78M +$635K +12,611 +30%
HPM
227
Hudson Portfolio Management
New York
$2.77M -$64.4K -1,280 -2%
HWMA
228
Heritage Wealth Management (Arizona)
Arizona
$2.74M +$1.27M +25,299 +87%
WEG
229
World Equity Group
Illinois
$2.71M +$2.71M +53,820 New
GPA
230
Guidance Point Advisors
Massachusetts
$2.68M -$1.27M -25,293 -32%
DAS
231
Dynamic Advisor Solutions
Arizona
$2.67M -$3.07K -61 -0.1%
Principal Financial Group
232
Principal Financial Group
Iowa
$2.57M +$2.57M +51,100 New
AF
233
Advisornet Financial
Minnesota
$2.56M +$55.3K +1,099 +2%
DI
234
DFPG Investments
Utah
$2.55M -$43.4K -860 -2%
AAS
235
Ameritas Advisory Services
Nebraska
$2.54M -$56.9K -1,131 -2%
MCC
236
Money Concepts Capital
Florida
$2.53M -$1.54M -30,640 -38%
CB
237
Cadence Bank
Mississippi
$2.52M -$22K -438 -0.9%
SAM
238
Securian Asset Management
Minnesota
$2.52M – – –
COCM
239
Charter Oak Capital Management
New Hampshire
$2.5M -$1.09M -21,570 -30%
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
$2.5M -$28.2K -560 -1%
1832 Asset Management
241
1832 Asset Management
Ontario, Canada
$2.49M -$198K -3,932 -7%
OWA
242
Outlook Wealth Advisors
Texas
$2.47M +$2.15M +42,772 +679%
PL
243
Protective Life
Alabama
$2.47M – – –
JPLA
244
Joseph P. Lucia & Associates
New York
$2.45M -$2.11M -41,829 -46%
BIA
245
Bigelow Investment Advisors
Maine
$2.43M -$581K -11,542 -19%
ES
246
Eagle Strategies
New York
$2.42M +$104K +2,061 +4%
FCP
247
Fidelis Capital Partners
Florida
$2.4M +$2.4M +47,542 New
GSWM
248
Greenup Street Wealth Management
Michigan
$2.39M -$91.1K -1,810 -4%
BS
249
Banco Santander
Spain
$2.38M +$101 +2 +0%
BFO
250
Boston Family Office
Massachusetts
$2.34M -$1.12M -22,349 -32%
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