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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 %
CCM
451
Chilton Capital Management
Texas
$317K -$6.33K -125 -2%
CAS
452
Coppell Advisory Solutions
Texas
$315K +$110K +2,173 +54%
LA
453
LexAurum Advisors
Kansas
$314K +$314K +6,195 New
SAM
454
Summit Asset Management
Tennessee
$312K – – –
DDPIC
455
Deroy & Devereaux Private Investment Counsel
Michigan
$309K – – –
SIC
456
Salem Investment Counselors
North Carolina
$306K – – –
RFA
457
Register Financial Advisors
Georgia
$305K +$305K +6,027 New
SFA
458
Sequoia Financial Advisors
Ohio
$305K +$305K +6,016 New
CCG
459
Ceeto Capital Group
Florida
$304K +$304K +6,000 New
DWT
460
Dorsey & Whitney Trust
South Dakota
$304K – – –
CF
461
Centaurus Financial
California
$303K +$303K +5,987 New
PGF
462
Plan Group Financial
Oklahoma
$303K -$16.9K -333 -5%
HFS
463
Haverford Financial Services
Pennsylvania
$302K +$10.5K +208 +4%
PCA
464
Peddock Capital Advisors
Massachusetts
$301K – – –
WA
465
WBH Advisory
Maryland
$301K +$301K +5,938 New
CFD
466
Creative Financial Designs
Indiana
$298K +$3.9K +77 +1%
CSB
467
City State Bank
Iowa
$298K +$1.52K +30 +0.5%
SAG
468
SageView Advisory Group
California
$295K -$391K -7,677 Closed
MAM
469
Milestone Asset Management
Pennsylvania
$294K -$3.44K -68 -1%
FNC
470
First National Corp
Massachusetts
$293K +$77K +1,522 +36%
CIAS
471
Capital Investment Advisory Services
North Carolina
$288K – – –
ML
472
McAdam LLC
Pennsylvania
$283K -$85.1K -1,682 -23%
PFS
473
Prospera Financial Services
Texas
$276K +$29.6K +585 +12%
CCM
474
Canal Capital Management
Virginia
$275K -$251K -4,964 -48%
CWA
475
Clarus Wealth Advisors
Arizona
$272K +$272K +5,355 New
17 18
19
20 21