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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RB
526
Renasant Bank
Mississippi
$206K 4,079 -473 -10%
FCI
527
Financial Counselors Inc
Kansas
$205K 4,040 – –
AWM
528
Adams Wealth Management
Utah
$204K 4,033 +4,033 New
CAL
529
Capital Advisors Ltd
Ohio
$193K 3,814 +50 +1%
AA
530
Ancora Advisors
Ohio
$192K 3,801 +17 +0.4%
BCV
531
Banque Cantonale Vaudoise
Switzerland
$191K 3,780 – –
HCA
532
Heck Capital Advisors
Wisconsin
$177K 3,492 +1,492 +75%
CFGS
533
Concourse Financial Group Securities
Alabama
$173K 3,420 -395 -10%
YDMI
534
Y.D. More Investments
Israel
$169K 24,500 – –
CAL
535
Capital Analysts LLC
Pennsylvania
$162K 3,202 -20 -0.6%
S
536
Sachetta
Massachusetts
$157K 3,100 +3,100 New
PS
537
Principal Securities
Iowa
$143K 2,834 +2,834 New
WIM
538
Westside Investment Management
California
$119K 2,353 – –
HCP
539
Hexagon Capital Partners
Arkansas
$116K 2,300 +1,967 +591%
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
$115K 2,265 -1,116 -33%
CSC
541
Cove Street Capital
California
$111K 2,200 +2,200 New
WBC
542
West Branch Capital
Massachusetts
$107K 2,120 -411 -16%
CLOS
543
Compagnie Lombard Odier SCmA
Switzerland
$101K 2,000 – –
AIP
544
Ameritas Investment Partners
Nebraska
$101K 1,996 -20 -1%
RG
545
Retirement Group
California
$99.9K 1,974 +1,292 +189%
PPWM
546
PFG Private Wealth Management
Florida
$98.9K 1,954 -305 -14%
RFA
547
Resurgent Financial Advisors
Georgia
$97.3K 1,923 -991 -34%
GEA
548
Glen Eagle Advisors
New Jersey
$95.7K 1,890 – –
PFBT
549
Parkside Financial Bank & Trust
Missouri
$89.8K 1,774 – –
SWM
550
Sanctuary Wealth Management
Idaho
$87.6K 1,731 – –
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