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iShares Floating Rate Bond ETF
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Overview Fund Activity

624 hedge funds and large institutions have $5.16B invested in iShares Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 195 increasing their positions, 277 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
9.15%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
74
Increased
195
Reduced
277
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$427M
2
Northern Trust
2
Northern Trust
Illinois
$218M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$76.6M
4
AWM
4
Apollon Wealth Management
South Carolina
$28.7M
5
AIA
5
Angeles Investment Advisors
California
$20.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$68M
2
Bank of America
2
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
BFG
4
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
251
Leavell Investment Management
Alabama
$1.56M -$45.6K -900 -3%
KCM
252
Kanawha Capital Management
Virginia
$1.52M -$59.5K -1,175 -4%
DLCIG
253
D.L. Carlson Investment Group
New Hampshire
$1.52M +$26.5K +520 +2%
DFA
254
DHK Financial Advisors
New Hampshire
$1.52M +$29.7K +587 +2%
VWM
255
Vigilare Wealth Management
Arizona
$1.47M +$1.47M +29,067 New
PRI
256
Prepared Retirement Institute
Pennsylvania
$1.47M +$1.47M +29,061 New
Lido Advisors
257
Lido Advisors
California
$1.44M +$1.44M +30,473 New
CAG
258
Csenge Advisory Group
Florida
$1.44M +$109K +2,155 +8%
BIP
259
Blueprint Investment Partners
North Carolina
$1.44M -$1.97M -38,946 -58%
William Blair & Company
260
William Blair & Company
Illinois
$1.44M -$1.99M -39,230 -58%
PI
261
PFG Investments
New York
$1.43M +$72K +1,423 +5%
ACM
262
AlphaStar Capital Management
North Carolina
$1.42M -$880K -17,381 -38%
AC
263
AlphaCore Capital
California
$1.4M -$506K -10,000 -27%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$1.39M -$181K -3,572 -11%
ST
265
Smithfield Trust
Pennsylvania
$1.39M -$2.51M -49,559 -64%
AWA
266
Arete Wealth Advisors
Illinois
$1.39M +$1.39M +27,413 New
SCA
267
STALEY CAPITAL ADVISERS
Pennsylvania
$1.38M -$2.53K -50 -0.2%
CF
268
Clarity Financial
Texas
$1.38M +$220K +4,343 +19%
FUBT
269
First United Bank & Trust
Maryland
$1.37M -$52.8K -1,044 -4%
DACG
270
Donor Advised Charitable Giving
California
$1.36M +$1.36M +26,841 New
GTAM
271
Global Trust Asset Management
Florida
$1.36M -$219K -4,335 -14%
ACA
272
Anchor Capital Advisors
Massachusetts
$1.33M -$56.7K -1,120 -4%
EIA
273
Eldridge Investment Advisors
New Hampshire
$1.32M +$649K +12,813 +96%
NSG
274
Nalls Sherbakoff Group
Tennessee
$1.31M -$16.4K -324 -1%
BSW
275
Buckingham Strategic Wealth
Missouri
$1.3M +$774K +15,300 +147%
9 10
11
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