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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 %
MIH
401
Meitav Investment House
Israel
$668K -$4.98K -99 -0.7%
SCM
402
Stonehearth Capital Management
Massachusetts
$667K -$642K -12,760 -49%
FCM
403
Fourpath Capital Management
Oklahoma
$667K +$667K +13,246 New
VC
404
Vicus Capital
Pennsylvania
$666K -$241K -4,791 -27%
SAM
405
Strategy Asset Managers
California
$662K -$155K -3,084 -19%
RIA
406
Realta Investment Advisors
Delaware
$661K -$16.9K -336 -2%
AWE
407
Avidian Wealth Enterprises
Texas
$659K -$43.1K -856 -6%
SWA
408
Sax Wealth Advisors
New Jersey
$654K -$24.2K -480 -4%
H
409
HoyleCohen
California
$633K +$56.1K +1,115 +10%
EWM
410
Executive Wealth Management
Michigan
$632K +$599K +11,896 +1,813%
NFG
411
Nations Financial Group
Iowa
$631K -$33.5K -665 -5%
CIAS
412
Capital Investment Advisory Services
North Carolina
$628K -$16.3K -323 -3%
BNP Paribas Financial Markets
413
BNP Paribas Financial Markets
France
$623K +$621K +12,344 +38,575%
Comerica Bank
414
Comerica Bank
Texas
$614K -$297K -5,891 -33%
CA
415
Calton & Associates
Florida
$614K +$138K +2,750 +29%
BFC
416
Blue Fin Capital
Rhode Island
$613K +$146K +2,892 +31%
Manulife (Manufacturers Life Insurance)
417
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$606K +$606K +12,045 New
RIG
418
RiverFront Investment Group
Virginia
$606K +$10.8K +214 +2%
WFM
419
Wolff Financial Management
Michigan
$606K -$701K -13,932 -54%
EBA
420
Eagle Bay Advisors
New York
$606K -$397K -7,889 -40%
TF
421
Trek Financial
Arizona
$606K -$2.3M -45,742 -79%
BWM
422
Birchcreek Wealth Management
Ohio
$599K – – –
SFS
423
Security Financial Services
Indiana
$594K +$170K +3,386 +40%
HWM
424
Howard Wealth Management
Connecticut
$593K -$242K -4,815 -29%
FHA
425
First Horizon Advisors
Tennessee
$584K -$114K -2,265 -16%
15 16
17
18 19