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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$68M
2
Bank of America
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$107M
4
BFG
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
301
Connecticut Wealth Management
Connecticut
$1.06M -$127K -2,500 -11%
WT
302
Whittier Trust
California
$1.06M -$55.6K -1,098 -5%
NIWA
303
New Insight Wealth Advisors
California
$1.05M +$1.05M +20,645 New
MCA
304
MSH Capital Advisors
Arizona
$1.04M -$51.1K -1,010 -5%
FT
305
Fiduciary Trust
Massachusetts
$1.04M -$35.2K -695 -3%
PAS
306
Park Avenue Securities
New York
$1.03M -$602K -11,881 -37%
PWM
307
Perigon Wealth Management
California
$1.02M +$97.3K +1,923 +11%
VWM
308
Venturi Wealth Management
Texas
$1.02M – – –
SP
309
Sarasin & Partners
United Kingdom
$1.01M +$1.01M +20,000 New
MIA
310
MMBG Investment Advisors
Florida
$1.01M -$156K -3,090 -13%
SAS
311
Stelac Advisory Services
New York
$1M +$53.5K +1,057 +6%
H
312
HoyleCohen
California
$997K +$109K +2,160 +12%
KPWS
313
Kestra Private Wealth Services
Texas
$978K +$682K +13,471 +230%
BAAM
314
Baker Avenue Asset Management
California
$953K -$763K -15,078 -44%
FCIM
315
Fairview Capital Investment Management
California
$945K -$25.3K -500 -3%
NA
316
Navellier & Associates
Nevada
$941K +$941K +18,594 New
RJT
317
Raymond James Trust
Florida
$938K – – –
BFC
318
Blue Fin Capital
Rhode Island
$934K +$60.3K +1,192 +7%
HI
319
Harbour Investments
Wisconsin
$928K -$12.9K -254 -1%
RA
320
Rise Advisors
New York
$920K -$7.8K -154 -0.8%
FPGK
321
Financial Partners Group (Kansas)
Kansas
$917K +$8.96K +177 +1%
APWA
322
Atlas Private Wealth Advisors
New Jersey
$893K +$20.2K +400 +2%
KWS
323
Keystone Wealth Services
California
$893K +$3.09K +61 +0.3%
TC
324
TownSquare Capital
Utah
$887K +$5.52K +109 +0.6%
TSS
325
Two Sigma Securities
New York
$886K +$886K +17,507 New
11 12
13
14 15