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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 %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$984K +19,553 +118%
SAS
277
Stelac Advisory Services
New York
$1.81M -$401K -7,975 -18%
ONB
278
Old National Bancorp
Indiana
$1.79M -$1.01M -20,149 -36%
MCI
279
MRP Capital Investments
Georgia
$1.78M +$1.78M +35,325 New
HIC
280
Hartline Investment Corp
Illinois
$1.76M +$1.76M +34,946 New
KC
281
Kades & Cheifetz
Pennsylvania
$1.73M +$1.73M +34,360 New
GTAM
282
Global Trust Asset Management
Florida
$1.72M -$32.7K -650 -2%
FWA
283
FOCUS Wealth Advisors
Texas
$1.71M -$8.61K -171 -0.5%
TAM
284
TCP Asset Management
Ohio
$1.7M +$1.7M +33,843 New
DWM
285
Dakota Wealth Management
Florida
$1.66M -$1.12M -22,206 -40%
ACA
286
Anchor Capital Advisors
Massachusetts
$1.66M -$14.7M -292,768 -90%
CCM
287
Crabel Capital Management
California
$1.64M +$1.64M +32,490 New
FPCP
288
Fort Point Capital Partners
California
$1.63M +$169K +3,361 +12%
OFA
289
Oak Family Advisors
Illinois
$1.61M -$786K -15,624 -33%
FAIM
290
Financial Advocates Investment Management
Washington
$1.6M +$147K +2,916 +10%
MSAM
291
Moloney Securities Asset Management
Missouri
$1.59M +$1.59M +31,594 New
PIM
292
Penobscot Investment Management
Massachusetts
$1.56M -$16.6K -330 -1%
BCWM
293
Bartlett & Co Wealth Management
Ohio
$1.56M -$15.1K -300 -1%
BC
294
Bartlett & Co
Ohio
$1.56M -$15.1K -300 -1%
ACM
295
Absolute Capital Management
Pennsylvania
$1.55M – – –
HWM
296
HB Wealth Management
Georgia
$1.54M +$282K +5,606 +22%
SCA
297
STALEY CAPITAL ADVISERS
Pennsylvania
$1.54M – – –
GWM
298
Geneos Wealth Management
Colorado
$1.53M +$558K +11,088 +57%
WP
299
WealthSource Partners
California
$1.52M -$827K -16,430 -35%
DG
300
DMC Group
Alabama
$1.51M +$49.7K +988 +3%
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