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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Modera Wealth Management
New Jersey
$42.1M 831,657 -53,419 -6%
TPWA
27
TRUE Private Wealth Advisors
Oregon
$41.3M 815,486 +234,758 +40%
DFG
28
Demars Financial Group
Washington
$39.1M 771,628 -76,766 -9%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$38.9M 767,768 +41,983 +6%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$35M 690,484 -20,237 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$32M 632,896 -30,807 -5%
TCM
32
Towercrest Capital Management
Pennsylvania
$29.7M 587,542 +34,075 +6%
HighTower Advisors
33
HighTower Advisors
Illinois
$28.9M 570,019 +37,268 +7%
AWM
34
Apollon Wealth Management
South Carolina
$28.7M 566,559 +549,276 +3,178%
NA
35
NewEdge Advisors
Louisiana
$26.6M 525,973 +111,999 +27%
Goldman Sachs
36
Goldman Sachs
New York
$25.6M 505,810 +40,947 +9%
TC
37
Telemus Capital
Michigan
$23.9M 471,757 +24,483 +5%
DWM
38
Destination Wealth Management
California
$23.4M 461,483 +9,974 +2%
CAN
39
Cetera Advisor Networks
California
$22.9M 452,447 +50,526 +13%
CCFCSB
40
Cape Cod Five Cents Savings Bank
Massachusetts
$22.3M 440,842 -400,016 -48%
IWC
41
Integrated Wealth Concepts
Massachusetts
$22.2M 439,377 -45,298 -9%
BBVA
42
Banco Bilbao Vizcaya Argentaria
Spain
$22.1M 436,524 -14,052 -3%
AIA
43
Angeles Investment Advisors
California
$20.9M 412,500 +412,500 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$20.4M 403,550 -28,006 -6%
Stifel Financial
45
Stifel Financial
Missouri
$20.1M 397,365 +54,056 +16%
RJA
46
Raymond James & Associates
Florida
$19M 375,579 -40,365 -10%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$18.7M 368,701 +177,868 +93%
RWM
48
Rezny Wealth Management
Florida
$18.5M 366,435 +223,729 +157%
WJA
49
Willis Johnson & Associates
Texas
$18.3M 360,689 -139,621 -28%
MC
50
McMorgan & Co
California
$17.7M 350,247 +60,454 +21%
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