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iShares Floating Rate Bond ETF
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Overview Fund Activity

606 hedge funds and large institutions have $5.04B invested in iShares Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.66%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.73%
New
58
Increased
203
Reduced
252
Closed
53
Calls
$43K
Puts
–
Net Calls
+$43K
Net Calls Change
+$43K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$151M
2
Northern Trust
Northern Trust
Illinois
$187M
3
TPWA
TRUE Private Wealth Advisors
Oregon
$29.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$71.8M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$42.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$419M
2
BCM
BlueCrest Capital Management
Jersey
$18.5M
3
SFS
Sowell Financial Services
Arkansas
$3.43M
4
DC
Davenport & Co
Virginia
$52.2M
5
Morgan Stanley
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
TB
226
Treynor Bancshares
Iowa
$1.83M -$5.21M -102,422 -74%
EP
227
Edgestream Partners
New Jersey
$1.81M +$763K +14,997 +73%
GWANC
228
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.79M +$39.5K +780 +2%
OFS
229
OneAscent Financial Services
Alabama
$1.79M +$131K +2,580 +8%
PG
230
Patten Group
Tennessee
$1.77M +$109K +2,134 +7%
SF
231
Synovus Financial
Georgia
$1.76M -$52.6K -1,033 -3%
AFG
232
Atomi Financial Group
New York
$1.74M +$184K +3,623 +12%
BAAM
233
Baker Avenue Asset Management
California
$1.73M -$112K -2,191 -6%
EGA
234
Eagle Global Advisors
Texas
$1.72M +$352K +6,911 +26%
DCM
235
Donaldson Capital Management
Indiana
$1.7M +$753K +14,805 +80%
FWA
236
FOCUS Wealth Advisors
Texas
$1.68M -$4.38K -86 -0.3%
COCM
237
Charter Oak Capital Management
New Hampshire
$1.68M -$507K -9,968 -23%
MNBTD
238
Moody National Bank Trust Division
Texas
$1.68M – – –
TAM
239
TCP Asset Management
Ohio
$1.65M +$61K +1,198 +4%
PAS
240
Park Avenue Securities
New York
$1.64M -$1.12K -22 -0.1%
ONB
241
Old National Bancorp
Indiana
$1.64M -$16.4K -323 -1%
DADC
242
D.A. Davidson & Co
Montana
$1.63M +$15.9K +313 +1%
KC
243
Kades & Cheifetz
Pennsylvania
$1.63M -$116K -2,275 -7%
LIM
244
Leavell Investment Management
Alabama
$1.62M +$13.8K +272 +0.9%
KCM
245
Kanawha Capital Management
Virginia
$1.59M -$89.3K -1,755 -5%
GTAM
246
Global Trust Asset Management
Florida
$1.58M -$99.2K -1,950 -6%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$1.58M -$4.32M -85,001 -73%
USB
248
Union Savings Bank
Connecticut
$1.53M – – –
JPLA
249
Joseph P. Lucia & Associates
New York
$1.52M -$112K -2,200 -7%
DFA
250
DHK Financial Advisors
New Hampshire
$1.49M +$21.5K +422 +1%
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