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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 %
SAM
501
Summit Asset Management
Tennessee
$336K -$1.38M -27,439 -80%
NDSI
502
Newman Dignan & Sheerar Inc
Rhode Island
$331K +$2.27K +45 +0.7%
GA
503
GFS Advisors
Texas
$330K -$20.2K -400 -6%
VHAM
504
Van Hulzen Asset Management
California
$330K +$330K +6,555 New
FH
505
FWG Holdings
Florida
$327K +$327K +6,505 New
FPCM
506
Financial Partners Capital Management
New York
$327K -$10.1K -200 -3%
DDPIC
507
Deroy & Devereaux Private Investment Counsel
Michigan
$327K – – –
AHC
508
Anderson Hoagland & Co
Missouri
$326K -$776K -15,358 -70%
ATC
509
Argent Trust Co
Tennessee
$321K +$321K +6,375 New
D
510
Dentgroup
Louisiana
$320K +$3.52K +70 +1%
CSB
511
City State Bank
Iowa
$320K +$311K +6,170 +3,428%
KF
512
Krilogy Financial
Missouri
$317K +$2.97K +59 +0.9%
CS
513
Credit Suisse
Switzerland
$317K -$337K -6,692 -52%
BWP
514
Balboa Wealth Partners
Arizona
$317K -$11.1K -221 -3%
IAG
515
Investment Advisory Group
Massachusetts
$312K – – –
PTC
516
Private Trust Company
Ohio
$311K -$746K -14,813 -71%
BFA
517
Beaumont Financial Advisors
Massachusetts
$311K +$311K +6,173 New
BTWM
518
Baker Tilly Wealth Management
Wisconsin
$309K +$90K +1,789 +41%
1WA
519
180 Wealth Advisors
Washington
$307K -$236K -4,660 -43%
PPWM
520
PFG Private Wealth Management
Florida
$306K -$2.42K -48 -0.8%
BFS
521
Bickling Financial Services
Massachusetts
$304K +$52.4K +1,042 +21%
DWT
522
Dorsey & Whitney Trust
South Dakota
$302K – – –
KDA
523
Kraft Davis & Associates
Missouri
$301K +$301K +5,939 New
PPC
524
Park Place Capital
Alabama
$299K +$299K +5,947 New
LAM
525
LifePro Asset Management
California
$298K -$7.85K -156 -3%
19 20
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