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iShares Floating Rate Bond ETF
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Overview Fund Activity

679 hedge funds and large institutions have $6.2B invested in iShares Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 207 increasing their positions, 289 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+14
Holders Change %
+2.11%
% of All Funds
10.96%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
104
Increased
207
Reduced
289
Closed
80
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$67.4M
2
Northern Trust
Northern Trust
Illinois
+$49.8M
3
BCM
BlueCrest Capital Management
Jersey
+$39.7M
4
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$33.4M
5
AIM
Astor Investment Management
Illinois
+$25.6M

Top Sellers

1
AF
Allworth Financial
California
-$355M
2
Bank of America
Bank of America
North Carolina
-$145M
3
AWA
Arete Wealth Advisors
Illinois
-$95.3M
4
ACI
Alpha Cubed Investments
California
-$33.8M
5
GT
Glenview Trust
Kentucky
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
Waverly Advisors
Alabama
$400K +$400K +7,947 New
BAM
477
BTS Asset Management
Massachusetts
$400K -$232K -4,640 -37%
SW
478
SteelPeak Wealth
California
$397K -$162K -3,221 -29%
UL
479
Unionview LLC
Washington
$390K +$390K +7,749 New
EWA
480
Evolution Wealth Advisors
Florida
$389K – – –
CF
481
Cantor Fitzgerald
New York
$380K -$7.66K -152 -2%
PA
482
Parallel Advisors
California
$373K -$86.1K -1,710 -19%
TDC
483
Thompson Davis & Co
Virginia
$369K +$17K +338 +5%
WP
484
WealthShield Partners
North Carolina
$368K -$29.2K -581 -7%
RCAG
485
Rehmann Capital Advisory Group
Michigan
$368K -$458K -9,090 -55%
DC
486
DeDora Capital
California
$364K – – –
SIA
487
Strategic Investment Advisors
Michigan
$363K +$120K +2,380 +49%
QCIG
488
Quad-Cities Investment Group
Iowa
$359K +$359K +7,140 New
FPGK
489
Financial Partners Group (Kansas)
Kansas
$355K +$355K +7,010 New
CFAM
490
Center For Asset Management
Florida
$353K +$353K +7,009 New
AOWM
491
Alpha Omega Wealth Management
Virginia
$352K – – –
MAM
492
Milestone Asset Management
Pennsylvania
$352K +$352K +6,953 New
BCA
493
Bay Colony Advisors
Massachusetts
$351K -$33.7K -670 -9%
DWM
494
Defined Wealth Management
Oregon
$351K +$351K +6,979 New
IAG
495
Investmark Advisory Group
Connecticut
$350K +$94.8K +1,884 +37%
LWM
496
Laidlaw Wealth Management
New York
$349K -$75.2K -1,494 -18%
VCM
497
Virtue Capital Management
Tennessee
$346K – – –
SWM
498
Spire Wealth Management
Virginia
$344K -$200K -3,971 -37%
CCP
499
Cunning Capital Partners
North Carolina
$340K +$340K +6,750 New
ACIM
500
Azimuth Capital Investment Management
Michigan
$337K +$22.9K +455 +7%
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