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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 %
VC
426
Vicus Capital
Pennsylvania
$378K +$6.78K +134 +2%
CFIA
427
Cantor Fitzgerald Investment Advisors
New York
$377K +$377K +7,438 New
CIS
428
Continental Investors Services
Washington
$376K -$2.78K -55 -0.7%
AIC
429
Archer Investment Corporation
Indiana
$373K -$9.31K -184 -2%
BFAG
430
Blackston Financial Advisory Group
Florida
$371K +$371K +7,333 New
PMG
431
ProVise Management Group
Florida
$370K +$143K +2,825 +63%
SW
432
SVB Wealth
Massachusetts
$368K -$326K -6,431 -47%
AG
433
Ascent Group
Virginia
$364K -$36K -708 -9%
BFG
434
Bouchey Financial Group
New York
$364K -$921K -18,194 -72%
HSG
435
Helen Stephens Group
Texas
$364K -$69.5K -1,372 -16%
T
436
Tidemark
California
$360K +$360K +7,104 New
RCAG
437
Rehmann Capital Advisory Group
Michigan
$359K +$3.59K +71 +1%
PIMG
438
Patriot Investment Management Group
Tennessee
$358K -$32.6K -644 -8%
Millennium Management
439
Millennium Management
New York
$357K -$86.6K -1,710 -20%
IP
440
Ignite Planners
California
$356K -$19.2K -380 -5%
AOWM
441
Alpha Omega Wealth Management
Virginia
$354K – – –
D
442
Dentgroup
Louisiana
$341K +$6.68K +132 +2%
TIA
443
Traphagen Investment Advisors
New Jersey
$335K – – –
BAM
444
BTS Asset Management
Massachusetts
$332K -$75.9K -1,499 -19%
IC
445
Inscription Capital
Texas
$325K -$21.5K -424 -6%
FAG
446
Fortitude Advisory Group
Washington
$324K -$431K -8,505 -57%
HWM
447
Howard Wealth Management
Connecticut
$323K -$3.85K -76 -1%
SSWM
448
Sheets Smith Wealth Management
North Carolina
$318K +$242K +4,787 +320%
WSCM
449
Wellington Shields Capital Management
New York
$318K – – –
AAM
450
Advisors Asset Management
Colorado
$317K +$15K +296 +5%
16 17
18
19 20