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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 %
DLCIG
251
D.L. Carlson Investment Group
New Hampshire
$1.49M +$98.7K +1,940 +7%
TCM
252
Triumph Capital Management
Colorado
$1.44M -$2.18M -42,876 -60%
FUBT
253
First United Bank & Trust
Maryland
$1.43M -$328K -6,447 -19%
SCA
254
STALEY CAPITAL ADVISERS
Pennsylvania
$1.39M -$158K -3,100 -10%
ACA
255
Anchor Capital Advisors
Massachusetts
$1.39M -$149K -2,930 -10%
GWM
256
Geneos Wealth Management
Colorado
$1.38M +$157K +3,084 +13%
PI
257
PFG Investments
New York
$1.37M -$28.6K -562 -2%
WAM
258
WNY Asset Management
New York
$1.37M -$52K -1,022 -4%
SI
259
Stephens Inc
Arkansas
$1.36M -$572K -11,232 -30%
DWM
260
Dakota Wealth Management
Florida
$1.35M -$175K -3,445 -11%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$1.34M -$20.1K -395 -1%
CAG
262
Csenge Advisory Group
Florida
$1.34M +$70.8K +1,392 +6%
NSG
263
Nalls Sherbakoff Group
Tennessee
$1.34M +$16.1K +316 +1%
CISOA
264
Capital Investment Services of America
Wisconsin
$1.31M – – –
HH
265
Hilltop Holdings
Texas
$1.3M +$386K +7,592 +42%
NP
266
Nilsine Partners
Colorado
$1.3M -$19.6K -386 -1%
BFG
267
Bouchey Financial Group
New York
$1.29M +$1.29M +25,384 New
PFA
268
Professional Financial Advisors
Nebraska
$1.28M +$1.28M +25,209 New
PA
269
PFG Advisors
Arizona
$1.27M -$324K -6,376 -20%
WI
270
Wintrust Investments
Illinois
$1.25M +$975K +19,158 +358%
Prudential Financial
271
Prudential Financial
New Jersey
$1.24M -$699K -13,727 -36%
CWM
272
Connecticut Wealth Management
Connecticut
$1.2M +$1.2M +23,500 New
FFA
273
Farther Finance Advisors
California
$1.18M +$746K +14,663 +172%
MIA
274
MMBG Investment Advisors
Florida
$1.17M -$70.5K -1,385 -6%
CF
275
Clarity Financial
Texas
$1.16M +$843K +16,566 +265%
9 10
11
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