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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 %
NFP
526
Narus Financial Partners
Utah
$293K -$40.1K -796 -12%
RPC
527
Rossmore Private Capital
Connecticut
$289K -$83K -1,650 -22%
EWA
528
Exencial Wealth Advisors
Oklahoma
$288K -$198K -3,943 -41%
HFS
529
Haverford Financial Services
Pennsylvania
$285K – – –
SWM
530
Sanctuary Wealth Management
Idaho
$284K -$37.6K -748 -12%
BAM
531
Byrne Asset Management
New Jersey
$284K -$1.01M -20,110 -78%
RJT
532
Raymond James Trust
Florida
$284K -$18.1K -359 -6%
WI
533
Wintrust Investments
Illinois
$284K -$15.7K -313 -5%
MIFH
534
Migdal Insurance & Financial Holdings
Israel
$274K – – –
WA
535
Wealthstar Advisors
Texas
$272K -$9.51K -189 -3%
SPWM
536
Schrum Private Wealth Management
Florida
$271K -$186K -3,697 -41%
EA
537
Efficient Advisors
Ohio
$268K +$34.7K +689 +15%
Corient Private Wealth
538
Corient Private Wealth
Florida
$265K +$265K +5,272 New
TSS
539
Two Sigma Securities
New York
$265K -$107K -2,133 -29%
CAC
540
Certified Advisory Corp
Florida
$262K +$30.8K +611 +13%
NP
541
NorthRock Partners
Minnesota
$262K +$3.57K +71 +1%
SFP
542
Shepherd Financial Partners
Massachusetts
$262K +$101 +2 +0%
HFA
543
High Falls Advisors
New York
$262K -$619K -12,301 -70%
FIA
544
Foundations Investment Advisors
Arizona
$261K -$91.5K -1,818 -26%
PFS
545
Prospera Financial Services
Texas
$260K -$115K -2,288 -31%
WMA
546
Wealth Management Associates
New Jersey
$259K -$409K -8,135 -61%
MLIC
547
Mandatum Life Insurance Company
Finland
$255K – – –
EIC
548
Equity Investment Corp
Georgia
$253K -$31K -615 -11%
FFA
549
Farther Finance Advisors
California
$252K +$252K +5,016 New
BA
550
Bridge Advisory
California
$251K +$48.9K +971 +24%
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