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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 %
RWM
501
RBA Wealth Management
California
$241K -$2.94K -58 -1%
CB
502
Commerce Bank
Missouri
$241K – – –
MWM
503
Modern Wealth Management
Kansas
$237K +$237K +4,690 New
PA
504
Parallel Advisors
California
$234K -$24.2K -478 -9%
CA
505
Continuum Advisory
Idaho
$234K +$15.6K +309 +7%
PPC
506
Park Place Capital
Alabama
$231K – – –
TA
507
TrueWealth Advisors
Alabama
$230K -$24.6K -486 -10%
UL
508
Unionview LLC
Washington
$229K +$4.46K +88 +2%
IAG
509
Investment Advisory Group
Massachusetts
$228K – – –
First Manhattan
510
First Manhattan
New York
$222K – – –
CA
511
CoreCap Advisors
Michigan
$222K -$54.9K -1,085 -20%
SPWM
512
Schrum Private Wealth Management
Florida
$220K – – –
IWP
513
Invenio Wealth Partners
Florida
$219K -$64.2K -1,268 -23%
IAG
514
Investmark Advisory Group
Connecticut
$219K +$608 +12 +0.3%
RWA
515
Redhawk Wealth Advisors
Minnesota
$218K -$58.7K -1,160 -21%
AFWM
516
AMJ Financial Wealth Management
Virginia
$215K – – –
IAIM
517
International Assets Investment Management
Florida
$215K +$215K +4,256 New
WJWM
518
Williams Jones Wealth Management
New York
$215K – – –
EB
519
Exchange Bank
California
$215K – – –
BCM
520
Brasada Capital Management
Texas
$212K – – –
SWP
521
Summit Wealth Partners
Florida
$211K -$90.6K -1,790 -30%
SEP
522
Southland Equity Partners
Missouri
$211K +$211K +4,166 New
EFA
523
Evernest Financial Advisors
Indiana
$210K +$210K +4,147 New
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$208K +$51 +1 +0%
PTC
525
Private Trust Company
Ohio
$207K -$40.7K -805 -16%
19 20
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