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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 %
FCA
376
Fortis Capital Advisors
Kansas
$793K +$793K +15,750 New
CAG
377
Csenge Advisory Group
Florida
$783K +$8.71K +173 +1%
WFC
378
Western Financial Corp
California
$769K +$769K +15,280 New
PWW
379
Pettyjohn Wood & White
Virginia
$755K -$1.26K -25 -0.2%
CNWM
380
Clay Northam Wealth Management
California
$745K -$35.2K -700 -5%
AWA
381
Arkadios Wealth Advisors
Georgia
$736K +$73.7K +1,464 +11%
EP
382
EPIQ Partners
Minnesota
$735K -$211K -4,200 -22%
FA
383
Fiducient Advisors
Illinois
$732K +$367K +7,300 +101%
SGAM
384
Stephens Group Asset Management
Arkansas
$732K -$79.3K -1,575 -10%
ECM
385
Evergreen Capital Management
Washington
$730K -$187K -3,725 -20%
WFA
386
Wells Financial Advisors
Massachusetts
$728K +$728K +14,465 New
PWMAG
387
Pinnacle Wealth Management Advisory Group
New Jersey
$723K -$1.26K -25 -0.2%
LTI
388
Laffer Tengler Investments
Tennessee
$717K +$29.6K +588 +4%
KIG
389
Kowal Investment Group
Wisconsin
$713K -$202K -4,004 -22%
CSPAM
390
Cary Street Partners Asset Management
Virginia
$708K +$708K +14,069 New
SW
391
SVB Wealth
Massachusetts
$707K +$707K +14,040 New
MIG
392
McGuire Investment Group
Rhode Island
$691K -$6.59M -130,879 -91%
Bank Julius Baer & Co
393
Bank Julius Baer & Co
Switzerland
$686K +$10.8K +215 +2%
LIM
394
Loudon Investment Management
New Hampshire
$684K +$81K +1,610 +13%
KWS
395
Keystone Wealth Services
California
$678K +$678K +13,478 New
IP
396
Ignite Planners
California
$677K +$354K +6,986 +110%
Invesco
397
Invesco
Georgia
$677K -$45.7K -908 -6%
PWM
398
Perigon Wealth Management
California
$676K +$124K +2,458 +22%
FIB
399
First Interstate Bank
Montana
$673K +$673K +13,377 New
FA
400
Flagstar Advisors
New York
$669K +$6.34K +126 +1%
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16
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