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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 %
CISOA
276
Capital Investment Services of America
Wisconsin
$1.3M – – –
LNWWM
277
Laird Norton Wetherby Wealth Management
California
$1.29M -$42.8K -845 -3%
VA
278
Valmark Advisers
Ohio
$1.27M +$113K +2,241 +10%
CPA
279
Clear Point Advisors
New York
$1.22M +$1.22M +24,174 New
SI
280
Stephens Inc
Arkansas
$1.22M -$133K -2,628 -10%
JPLA
281
Joseph P. Lucia & Associates
New York
$1.21M -$304K -6,010 -20%
PFA
282
Professional Financial Advisors
Nebraska
$1.19M -$88K -1,739 -7%
DWM
283
Dakota Wealth Management
Florida
$1.18M -$170K -3,351 -13%
IWN
284
Independent Wealth Network
Iowa
$1.16M +$32.7K +646 +3%
PA
285
Pinnacle Associates
New York
$1.16M +$83.9K +1,657 +8%
SF
286
Synovus Financial
Georgia
$1.14M -$602K -11,886 -34%
WAM
287
WNY Asset Management
New York
$1.14M -$224K -4,418 -16%
PCM
288
Parsons Capital Management
Rhode Island
$1.14M -$4.3K -85 -0.4%
Prudential Financial
289
Prudential Financial
New Jersey
$1.13M -$99.8K -1,971 -8%
CWS
290
Cypress Wealth Services
California
$1.12M -$20.7K -409 -2%
TAM
291
TCP Asset Management
Ohio
$1.12M -$515K -10,173 -31%
HIC
292
Hartline Investment Corp
Illinois
$1.12M +$8.61K +170 +0.8%
WWM
293
Western Wealth Management
Colorado
$1.11M +$156K +3,076 +16%
TF
294
Trek Financial
Arizona
$1.11M -$1.43M -28,190 -56%
SF
295
Summit Financial
New Jersey
$1.1M -$749K -14,795 -41%
MWP
296
MYCIO Wealth Partners
Pennsylvania
$1.09M – – –
PFP
297
Pinnacle Financial Partners
Tennessee
$1.08M +$217K +4,277 +25%
FA
298
Forefront Analytics
Pennsylvania
$1.07M +$21K +415 +2%
AWE
299
Avidian Wealth Enterprises
Texas
$1.07M +$55K +1,086 +5%
AA
300
Alesco Advisors
New York
$1.07M -$9.11K -180 -0.8%
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12
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