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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 %
SWP
251
ShoreHaven Wealth Partners
New Jersey
$2.34M +$1.21M +24,064 +107%
ECA
252
Elevated Capital Advisors
Utah
$2.32M +$1.52M +30,256 +192%
APP
253
Avantax Planning Partners
Iowa
$2.31M +$583K +11,590 +34%
PA
254
Pinnacle Associates
New York
$2.3M -$4.98K -99 -0.2%
PA
255
PFG Advisors
Arizona
$2.29M +$81.7K +1,623 +4%
CAM
256
Caprin Asset Management
Virginia
$2.29M -$180K -3,585 -7%
KWM
257
Kingsview Wealth Management
Oregon
$2.28M +$132K +2,623 +6%
FLA
258
Financial Life Advisors
Texas
$2.2M +$1.59M +31,548 +258%
EDRH
259
Edmond de Rothschild Holding
Switzerland
$2.12M -$120K -2,390 -5%
SI
260
Stephens Inc
Arkansas
$2.11M -$100K -1,995 -5%
CM
261
Columbus Macro
Pennsylvania
$2.11M -$226K -4,487 -10%
SF
262
Synovus Financial
Georgia
$2.08M -$2.12M -42,116 -50%
EH
263
Equitable Holdings
New York
$2.06M +$1.27M +25,304 +161%
AIC
264
Archer Investment Corporation
Indiana
$2.04M -$69.7K -1,385 -3%
AA
265
Alesco Advisors
New York
$2.02M -$2.69M -53,408 -57%
VFO
266
Virtus Family Office
Texas
$2M -$815K -16,185 -29%
IWN
267
Independent Wealth Network
Iowa
$1.99M +$12.9K +256 +0.7%
KCM
268
Kanawha Capital Management
Virginia
$1.98M -$20.1K -400 -1%
NL
269
NVWM LLC
Pennsylvania
$1.96M -$92.1K -1,829 -4%
AWA
270
Acorn Wealth Advisors
Michigan
$1.94M -$79.4K -1,578 -4%
LIM
271
Leavell Investment Management
Alabama
$1.94M +$163K +3,231 +9%
PMG
272
ProVise Management Group
Florida
$1.92M +$847K +16,823 +79%
PG
273
Patten Group
Tennessee
$1.91M +$729K +14,482 +62%
FWP
274
FAS Wealth Partners
Kansas
$1.88M -$897K -17,829 -32%
CCA
275
Clearwater Capital Advisors
Illinois
$1.87M -$102K -2,022 -5%
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