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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 %
GWM
326
Geneos Wealth Management
Colorado
$875K -$499K -9,852 -36%
DAS
327
Dynamic Advisor Solutions
Arizona
$865K -$4.46K -88 -0.5%
GPA
328
Guidance Point Advisors
Massachusetts
$865K -$181K -3,574 -17%
NAM
329
NTV Asset Management
West Virginia
$847K +$94.9K +1,874 +13%
BMCM
330
Bryn Mawr Capital Management
Pennsylvania
$846K +$242K +4,782 +40%
DI
331
Disciplined Investments
Oklahoma
$833K +$26K +514 +3%
PIA
332
Powell Investment Advisors
Florida
$824K – – –
FA
333
Flagstar Advisors
New York
$819K +$221K +4,369 +37%
MPPLM
334
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$818K -$112K -2,222 -12%
GSWM
335
Greenup Street Wealth Management
Michigan
$812K -$16.9K -334 -2%
CTC
336
Central Trust Company
Missouri
$809K -$97.5K -1,927 -11%
TB
337
Treynor Bancshares
Iowa
$808K -$1.02M -20,073 -56%
KFAA
338
Klaas Financial Asset Advisors
Illinois
$785K -$106K -2,096 -12%
AC
339
Adroit Compliance
$785K +$785K +15,509 New
BA
340
Bard Associates
Illinois
$765K -$39.9K -789 -5%
PWP
341
Private Wealth Partners
California
$759K +$101K +2,000 +15%
GF
342
Gries Financial
Ohio
$756K -$5.06K -100 -0.7%
WB
343
WesBanco Bank
West Virginia
$750K -$57.8K -1,142 -7%
SGAM
344
Stephens Group Asset Management
Arkansas
$750K – – –
BG
345
Benedetti & Gucer
Georgia
$747K -$152K -3,000 -17%
COCM
346
Charter Oak Capital Management
New Hampshire
$736K -$932K -18,410 -56%
JWCA
347
J.W. Cole Advisors
Florida
$726K +$21.6K +426 +3%
CCM
348
Coldstream Capital Management
Washington
$714K -$3.8K -75 -0.5%
BCG
349
Breakwater Capital Group
New Jersey
$705K +$208K +4,083 +42%
APP
350
Avantax Planning Partners
Iowa
$698K -$36K -711 -5%
12 13
14
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