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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 %
NS
526
NBC Securities
Alabama
$146K +$146K +2,881 New
WBC
527
West Branch Capital
Massachusetts
$129K +$1.83K +36 +1%
HI
528
Horizon Investments
North Carolina
$120K -$57.7K -1,146 -32%
WIM
529
Westside Investment Management
California
$120K – – –
PPWM
530
PFG Private Wealth Management
Florida
$115K -$1.83K -36 -2%
FRA
531
Front Row Advisors
California
$111K -$20.4K -400 -16%
FAM
532
Family Asset Management
South Carolina
$104K -$62.3K -1,225 -37%
AIP
533
Ameritas Investment Partners
Nebraska
$103K -$23.6K -464 -19%
BONH
534
Bank of New Hampshire
New Hampshire
$103K -$1.12K -22 -1%
HCA
535
Heck Capital Advisors
Wisconsin
$102K +$102K +2,000 New
CLOS
536
Compagnie Lombard Odier SCmA
Switzerland
$102K – – –
DJSG
537
D.J. St. Germain
Massachusetts
$101K – – –
GEA
538
Glen Eagle Advisors
New Jersey
$96.2K +$25.2K +495 +35%
MIFH
539
Migdal Insurance & Financial Holdings
Israel
$92K -$125K -2,450 -58%
PFBT
540
Parkside Financial Bank & Trust
Missouri
$90.3K – – –
SWM
541
Sanctuary Wealth Management
Idaho
$88.1K – – –
SSWM
542
Sheets Smith Wealth Management
North Carolina
$76.1K +$76.1K +1,495 New
Deutsche Bank
543
Deutsche Bank
Germany
$71.4K -$145K -2,846 -67%
LFA
544
LGT Financial Advisors
Texas
$60.4K +$865 +17 +1%
JWA
545
JFS Wealth Advisors
Pennsylvania
$59.8K – – –
MHR
546
Matthew Hamilton Rosenberg
$57.5K – – –
SWM
547
Sugarloaf Wealth Management
Georgia
$54K +$764 +15 +1%
RL
548
Rogco LP
Oklahoma
$52.4K +$52.4K +1,030 New
IA
549
IFS Advisors
Kansas
$50.9K – – –
BFA
550
BBJS Financial Advisors
Washington
$50.6K – – –
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