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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 %
CA
351
Calton & Associates
Florida
$694K +$694K +13,709 New
BA
352
Bellwether Advisors
Nebraska
$691K -$17.3K -342 -2%
TCMP
353
Thrive Capital Management (Pennsylvania)
Pennsylvania
$685K -$79.6K -1,572 -10%
CPA
354
Cardiff Park Advisors
California
$682K +$2.94K +58 +0.4%
MWM
355
MGB Wealth Management
Texas
$676K +$676K +13,361 New
GSEP
356
Golden State Equity Partners
California
$663K -$1.47K -29 -0.2%
WP
357
WealthSource Partners
California
$663K +$6.48K +128 +1%
LIM
358
Loudon Investment Management
New Hampshire
$660K +$119K +2,360 +22%
CCP
359
Cunning Capital Partners
North Carolina
$658K +$60.7K +1,200 +10%
TWC
360
TD Waterhouse Canada
Ontario, Canada
$656K -$9.39K -185 -1%
HGA
361
Hobbs Group Advisors
South Carolina
$653K +$653K +12,906 New
PWW
362
Pettyjohn Wood & White
Virginia
$653K -$21.5K -425 -3%
UAS
363
United Asset Strategies
New York
$650K +$158K +3,120 +32%
SPFA
364
Summit Place Financial Advisors
New Jersey
$647K -$152K -3,000 -19%
IAN
365
Integrated Advisors Network
Texas
$640K -$1.76M -34,802 -73%
SW
366
SlateStone Wealth
Florida
$636K +$228K +4,510 +56%
RIA
367
Realta Investment Advisors
Delaware
$636K -$4.2K -83 -0.7%
NFG
368
Nations Financial Group
Iowa
$623K -$86.3K -1,705 -12%
WFC
369
Western Financial Corp
California
$603K -$130K -2,559 -18%
NAM
370
NorthCrest Asset Manangement
Minnesota
$596K -$12.4K -245 -2%
ACP
371
Aveo Capital Partners
Colorado
$592K +$592K +11,692 New
MA
372
Mutual Advisors
Nebraska
$586K -$276K -5,444 -32%
EP
373
EPIQ Partners
Minnesota
$576K -$1.06K -21 -0.2%
WF
374
Welch & Forbes
Massachusetts
$568K -$25.3K -500 -4%
LNC
375
Lincoln National Corp
Pennsylvania
$566K -$344K -6,806 -38%
13 14
15
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