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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
1
Morgan Stanley
New York
$427M
2
Northern Trust
2
Northern Trust
Illinois
$218M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$76.6M
4
AWM
4
Apollon Wealth Management
South Carolina
$28.7M
5
AIA
5
Angeles Investment Advisors
California
$20.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$68M
2
Bank of America
2
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
BFG
4
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
401
Pine Valley Investments
New Jersey
$446K +$8.76K +173 +2%
BC
402
Bartlett & Co
Ohio
$445K – – –
BCWM
403
Bartlett & Co Wealth Management
Ohio
$445K – – –
MIH
404
Meitav Investment House
Israel
$445K -$2.47K -49 -0.6%
SFG
405
Summit Financial Group
West Virginia
$441K -$2.03K -40 -0.5%
TDC
406
Thompson Davis & Co
Virginia
$434K -$7.04K -139 -2%
CAC
407
Certified Advisory Corp
Florida
$430K -$5.42K -107 -1%
KP
408
Keel Point
Alabama
$429K -$52.7K -1,042 -11%
FIA
409
Foundations Investment Advisors
Arizona
$429K +$53.3K +1,051 +14%
Cerity Partners
410
Cerity Partners
New York
$425K +$116K +2,287 +37%
MCM
411
Mattern Capital Management
Colorado
$423K +$40.1K +793 +10%
OP
412
ORG Partners
Indiana
$417K +$413K +8,155 +9,708%
CNWM
413
Clay Northam Wealth Management
California
$399K -$11.4K -225 -3%
SG
414
StoneX Group
New York
$398K -$23.6K -466 -6%
PWMAG
415
Pinnacle Wealth Management Advisory Group
New Jersey
$395K -$42.8K -845 -10%
EWA
416
Elevate Wealth Advisory
Georgia
$394K +$394K +7,789 New
FIBT
417
First International Bank & Trust
North Dakota
$392K +$19.9K +393 +5%
KDA
418
Kraft Davis & Associates
Missouri
$389K -$87.4K -1,715 -18%
Bank Julius Baer & Co
419
Bank Julius Baer & Co
Switzerland
$386K -$4.76K -94 -1%
EFG
420
Embree Financial Group
Illinois
$384K +$384K +7,589 New
Invesco
421
Invesco
Georgia
$384K -$86.5K -1,708 -18%
BPA
422
Beacon Pointe Advisors
California
$381K -$19.4K -383 -5%
Fidelity Investments
423
Fidelity Investments
Massachusetts
$379K +$179K +3,535 +89%
USCWA
424
U.S. Capital Wealth Advisors
Texas
$378K -$5.06K -100 -1%
SWM
425
Spire Wealth Management
Virginia
$378K -$50.4K -991 -12%
15 16
17
18 19