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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 %
DCM
351
Donaldson Capital Management
Indiana
$933K – – –
Allspring Global Investments
352
Allspring Global Investments
North Carolina
$932K – – –
Nomura Asset Management
353
Nomura Asset Management
Japan
$931K – – –
GIA
354
Gladstone Institutional Advisory
Florida
$931K -$268K -5,326 -22%
SB
355
Strategic Blueprint
Georgia
$930K -$235K -4,677 -20%
MWM
356
Meridian Wealth Management
Kentucky
$917K -$109K -2,157 -11%
MM
357
Meridian Management
Arkansas
$916K -$76.8K -1,525 -8%
WS
358
Wedbush Securities
California
$910K +$46.8K +929 +5%
NA
359
NewEdge Advisors
Louisiana
$909K -$74.6K -6,396 -8%
BG
360
Benedetti & Gucer
Georgia
$893K – – –
JWCA
361
J.W. Cole Advisors
Florida
$880K -$245K -4,877 -22%
PCP
362
Proficio Capital Partners
Massachusetts
$879K -$218K -4,334 -20%
NAM
363
NTV Asset Management
West Virginia
$876K -$25.2K -500 -3%
CPA
364
Cardiff Park Advisors
California
$873K +$4.48K +89 +0.5%
VNB
365
Virginia National Bank
Virginia
$867K -$9.76K -194 -1%
FAG
366
Fortitude Advisory Group
Washington
$856K +$68.8K +1,366 +9%
TC
367
TownSquare Capital
Utah
$855K +$11.3K +224 +1%
WF
368
Welch & Forbes
Massachusetts
$851K -$1.31M -26,125 -61%
LNC
369
Lincoln National Corp
Pennsylvania
$843K -$12.2M -241,620 -94%
LSA
370
Lansing Street Advisors
Pennsylvania
$842K -$319K -6,347 -27%
SCA
371
Southern Capital Advisors
Tennessee
$840K -$131K -2,601 -13%
SAG
372
SageView Advisory Group
California
$828K +$828K +16,450 New
PIA
373
Powell Investment Advisors
Florida
$819K +$471K +9,350 +135%
BA
374
Bellwether Advisors
Nebraska
$809K -$600K -11,923 -43%
CC
375
Cypress Capital
Tennessee
$798K -$25.1K -499 -3%
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15
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