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iShares Floating Rate Bond ETF
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Overview Fund Activity

606 hedge funds and large institutions have $5.04B invested in iShares Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.66%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.73%
New
58
Increased
203
Reduced
252
Closed
53
Calls
$43K
Puts
–
Net Calls
+$43K
Net Calls Change
+$43K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$151M
2
Northern Trust
Northern Trust
Illinois
$187M
3
TPWA
TRUE Private Wealth Advisors
Oregon
$29.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$71.8M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$42.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$419M
2
BCM
BlueCrest Capital Management
Jersey
$18.5M
3
SFS
Sowell Financial Services
Arkansas
$3.43M
4
DC
Davenport & Co
Virginia
$52.2M
5
Morgan Stanley
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
426
McAdam LLC
Pennsylvania
$370K -$76.9K -1,511 -17%
NP
427
NorthRock Partners
Minnesota
$362K +$91.2K +1,792 +34%
SIA
428
Strategic Investment Advisors
Michigan
$360K +$360K +7,083 New
RCAG
429
Rehmann Capital Advisory Group
Michigan
$357K +$3.92K +77 +1%
MIG
430
McGuire Investment Group
Rhode Island
$356K – – –
IWM
431
Iams Wealth Management
Nebraska
$356K +$356K +6,992 New
AOWM
432
Alpha Omega Wealth Management
Virginia
$356K – – –
IC
433
Inscription Capital
Texas
$348K -$40.3K -791 -10%
TIA
434
Traphagen Investment Advisors
New Jersey
$337K +$83.4K +1,638 +33%
D
435
Dentgroup
Louisiana
$336K +$4.84K +95 +1%
I
436
INVST
Indiana
$336K +$104K +2,049 +45%
HWM
437
Howard Wealth Management
Connecticut
$329K -$57.1K -1,123 -15%
CCM
438
Chilton Capital Management
Texas
$325K -$31.8K -624 -9%
PGF
439
Plan Group Financial
Oklahoma
$321K +$321K +6,317 New
WSCM
440
Wellington Shields Capital Management
New York
$319K – – –
Corient Private Wealth
441
Corient Private Wealth
Florida
$318K +$47K +923 +17%
SAM
442
Summit Asset Management
Tennessee
$314K -$25.5K -502 -8%
Cerity Partners
443
Cerity Partners
New York
$311K -$427K -8,399 -58%
DDPIC
444
Deroy & Devereaux Private Investment Counsel
Michigan
$310K – – –
SIC
445
Salem Investment Counselors
North Carolina
$307K – – –
DWT
446
Dorsey & Whitney Trust
South Dakota
$305K – – –
AAM
447
Advisors Asset Management
Colorado
$304K +$123K +2,423 +68%
SWP
448
Summit Wealth Partners
Florida
$304K +$89.3K +1,755 +42%
PCA
449
Peddock Capital Advisors
Massachusetts
$302K – – –
KPWS
450
Kestra Private Wealth Services
Texas
$298K +$84.2K +1,654 +39%
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18
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