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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 %
CAN
326
Claraphi Advisory Network
United States
$1.13M +$119K +2,369 +12%
FTUS
327
Flow Traders U.S.
New York
$1.12M -$9.31M -185,029 -89%
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M -$10.2K -202 -0.9%
CA
329
CoreCap Advisors
Michigan
$1.1M +$286K +5,682 +35%
TCMP
330
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.1M -$292K -5,793 -21%
CWP
331
Core Wealth Partners
California
$1.09M +$1.09M +21,805 New
WB
332
WesBanco Bank
West Virginia
$1.09M -$16.5K -328 -1%
PWP
333
Private Wealth Partners
California
$1.08M +$1.08M +21,500 New
MWP
334
MYCIO Wealth Partners
Pennsylvania
$1.08M – – –
VWM
335
Venturi Wealth Management
Texas
$1.06M +$3.67K +73 +0.3%
CCM
336
Coldstream Capital Management
Washington
$1.05M +$1.05M +20,763 New
WWM
337
Western Wealth Management
Colorado
$1.04M -$1.53M -30,302 -59%
MPPLM
338
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.04M -$63.9K -1,270 -6%
FT
339
Fiduciary Trust
Massachusetts
$1.04M – – –
JBA
340
Johnson Bixby & Associates
Washington
$1.03M -$347K -6,897 -25%
FA
341
Forefront Analytics
Pennsylvania
$1.01M +$13.7K +272 +1%
DI
342
Disciplined Investments
Oklahoma
$993K +$14.7K +293 +2%
FCIM
343
Fairview Capital Investment Management
California
$981K – – –
WWA
344
WC Walker & Associates
California
$979K -$11K -218 -1%
HH
345
Hilltop Holdings
Texas
$979K -$1.26K -25 -0.1%
USCWA
346
U.S. Capital Wealth Advisors
Texas
$972K +$14.1K +280 +1%
SPFA
347
Summit Place Financial Advisors
New Jersey
$970K – – –
SAS
348
Sage Advisory Services
Texas
$943K – – –
TWC
349
TD Waterhouse Canada
Ontario, Canada
$943K -$110K -2,191 -10%
Cerity Partners
350
Cerity Partners
New York
$940K -$768K -15,255 -45%
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