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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 %
VA
276
Valmark Advisers
Ohio
$1.16M -$259K -5,098 -18%
CWS
277
Cypress Wealth Services
California
$1.15M -$7.63K -150 -0.7%
WSTAM
278
Wilbanks Smith & Thomas Asset Management
Virginia
$1.15M -$45.2K -889 -4%
PCM
279
Parsons Capital Management
Rhode Island
$1.15M -$31.8K -625 -3%
IWN
280
Independent Wealth Network
Iowa
$1.14M +$7.94K +156 +0.7%
WT
281
Whittier Trust
California
$1.12M -$89.5K -1,760 -7%
HIC
282
Hartline Investment Corp
Illinois
$1.12M – – –
BCI
283
Brinker Capital Investments
Pennsylvania
$1.12M -$259K -5,092 -19%
OPS
284
Orion Portfolio Solutions
Nebraska
$1.12M -$259K -5,092 -19%
MCA
285
MSH Capital Advisors
Arizona
$1.1M -$1.7M -33,438 -61%
MWP
286
MYCIO Wealth Partners
Pennsylvania
$1.09M – – –
AA
287
Alesco Advisors
New York
$1.08M -$60.6K -1,190 -5%
PA
288
Pinnacle Associates
New York
$1.08M -$98.4K -1,933 -8%
FT
289
Fiduciary Trust
Massachusetts
$1.08M – – –
VNB
290
Virginia National Bank
Virginia
$1.07M +$345K +6,788 +48%
AFA
291
American Financial Advisors
Georgia
$1.07M -$113K -2,219 -10%
Citadel Advisors
292
Citadel Advisors
Florida
$1.07M +$311K +6,116 +41%
FA
293
Forefront Analytics
Pennsylvania
$1.06M +$15.2K +299 +1%
GPA
294
Guidance Point Advisors
Massachusetts
$1.05M -$742K -14,578 -41%
AWE
295
Avidian Wealth Enterprises
Texas
$1.02M +$74.7K +1,467 +8%
VWM
296
Venturi Wealth Management
Texas
$1.02M -$75.8K -1,489 -7%
FAIM
297
Financial Advocates Investment Management
Washington
$983K +$983K +12,771 New
FCIM
298
Fairview Capital Investment Management
California
$975K -$6.36K -125 -0.6%
SEI Investments
299
SEI Investments
Pennsylvania
$969K +$70.4K +1,384 +8%
WWM
300
Western Wealth Management
Colorado
$960K -$33.5K -659 -3%
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