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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 %
MNBTD
301
Moody National Bank Trust Division
Texas
$1.51M – – –
TAM
302
Tocqueville Asset Management
New York
$1.5M -$255K -5,060 -14%
FANJ
303
Financial Architects (New Jersey)
New Jersey
$1.5M +$974K +19,351 +184%
OCM
304
One Capital Management
California
$1.49M -$935K -18,585 -39%
Millennium Management
305
Millennium Management
New York
$1.43M +$1.14M +22,575 +394%
DFA
306
DHK Financial Advisors
New Hampshire
$1.42M +$515K +10,232 +57%
MFG
307
Monumental Financial Group
Maryland
$1.4M +$246K +4,888 +21%
WAS
308
Wealth Advisory Solutions
Indiana
$1.39M -$37.9K -754 -3%
LNWWM
309
Laird Norton Wetherby Wealth Management
California
$1.36M – – –
Susquehanna International Group
310
Susquehanna International Group
Pennsylvania
$1.33M +$1.33M +26,349 New
PCM
311
Parsons Capital Management
Rhode Island
$1.3M -$88.5K -1,759 -6%
DADC
312
D.A. Davidson & Co
Montana
$1.3M -$6.69K -133 -0.5%
CISOA
313
Capital Investment Services of America
Wisconsin
$1.29M – – –
VA
314
Valmark Advisers
Ohio
$1.28M +$154K +3,051 +14%
BWM
315
Bulltick Wealth Management
Florida
$1.27M – – –
SG
316
StoneX Group
New York
$1.22M +$40.1K +796 +3%
OPS
317
Orion Portfolio Solutions
Nebraska
$1.22M +$159K +3,161 +15%
CWM
318
Curi Wealth Management
North Carolina
$1.22M +$1.22M +24,154 New
PAS
319
Park Avenue Securities
New York
$1.21M -$2.06M -41,022 -63%
CWS
320
Cypress Wealth Services
California
$1.19M +$2.77K +55 +0.2%
EGA
321
Eagle Global Advisors
Texas
$1.15M +$247K +4,900 +27%
WT
322
Whittier Trust
California
$1.14M -$2.52K -50 -0.2%
IAN
323
Integrated Advisors Network
Texas
$1.13M +$319K +6,340 +39%
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$1.13M +$144K +2,871 +15%
CTC
325
Central Trust Company
Missouri
$1.13M +$37.6K +747 +3%
11 12
13
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