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iShares Floating Rate Bond ETF
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Overview Fund Activity

606 hedge funds and large institutions have $5.04B invested in iShares Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.66%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.73%
New
58
Increased
203
Reduced
252
Closed
53
Calls
$43K
Puts
–
Net Calls
+$43K
Net Calls Change
+$43K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$151M
2
Northern Trust
Northern Trust
Illinois
$187M
3
TPWA
TRUE Private Wealth Advisors
Oregon
$29.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$71.8M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$42.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$419M
2
BCM
BlueCrest Capital Management
Jersey
$18.5M
3
SFS
Sowell Financial Services
Arkansas
$3.43M
4
DC
Davenport & Co
Virginia
$52.2M
5
Morgan Stanley
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
501
Great Valley Advisor Group
Delaware
$219K -$305K -5,999 -58%
FNC
502
First National Corp
Massachusetts
$217K – – –
AFWM
503
AMJ Financial Wealth Management
Virginia
$217K – – –
WJWM
504
Williams Jones Wealth Management
New York
$216K – – –
EB
505
Exchange Bank
California
$216K -$294K -5,773 -58%
QCIG
506
Quad-Cities Investment Group
Iowa
$214K -$41.1K -807 -16%
EIP
507
Ellis Investment Partners
Pennsylvania
$213K +$213K +4,183 New
BCM
508
Brasada Capital Management
Texas
$212K – – –
EWA
509
EP Wealth Advisors
California
$211K +$211K +4,147 New
WFM
510
Wolff Financial Management
Michigan
$210K -$232K -4,554 -53%
LWANC
511
Laurel Wealth Advisors (North Carolina)
North Carolina
$209K -$12.7K -249 -6%
FCI
512
Financial Counselors Inc
Kansas
$206K +$206K +4,040 New
CAS
513
Coppell Advisory Solutions
Texas
$204K – – –
CWA
514
Clearview Wealth Advisors
Oregon
$204K – – –
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$202K -$7.18K -141 -3%
Fidelity Investments
516
Fidelity Investments
Massachusetts
$202K +$89K +1,749 +79%
WP
517
WealthShield Partners
North Carolina
$199K -$20.4K -400 -9%
CFGS
518
Concourse Financial Group Securities
Alabama
$194K +$22.4K +440 +13%
AA
519
Ancora Advisors
Ohio
$193K +$611 +12 +0.3%
BCV
520
Banque Cantonale Vaudoise
Switzerland
$192K – – –
CAL
521
Capital Advisors Ltd
Ohio
$192K +$12.1K +237 +7%
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$172K +$122K +2,400 +245%
YDMI
523
Y.D. More Investments
Israel
$170K +$163K +23,500 +2,350%
CAL
524
Capital Analysts LLC
Pennsylvania
$164K +$15.2K +298 +10%
RFA
525
Resurgent Financial Advisors
Georgia
$148K -$153 -3 -0.1%
19 20
21
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