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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 %
WTC
551
WhitTier Trust Company
Nevada
$249K -$12.6K -250 -5%
AWG
552
Altus Wealth Group
Colorado
$249K +$249K +4,947 New
SWA
553
Stratos Wealth Advisors
Ohio
$249K -$11.3K -225 -4%
BCM
554
Brasada Capital Management
Texas
$248K – – –
CWP
555
CFM Wealth Partners
Texas
$244K – – –
TA
556
TrueWealth Advisors
Alabama
$242K -$4.18K -83 -2%
AIP
557
Ameritas Investment Partners
Nebraska
$242K +$50 +1 +0%
FIBT
558
First International Bank & Trust
North Dakota
$241K +$241K +4,785 New
BJL
559
Brighton Jones LLC
Washington
$240K +$240K +4,769 New
SAM
560
Seelaus Asset Management
New Jersey
$239K -$7.56K -150 -3%
RSWM
561
Robertson Stephens Wealth Management
California
$236K -$74.1K -1,473 -24%
JF
562
Jump Financial
Illinois
$233K +$233K +4,629 New
LSPW
563
Lake Street Private Wealth
Illinois
$232K – – –
IA
564
Insight Advisors
Pennsylvania
$232K -$13.1K -260 -5%
QPWM
565
Quadrant Private Wealth Management
Pennsylvania
$231K +$231K +4,597 New
BCI
566
Brinker Capital Investments
Pennsylvania
$231K +$231K +4,588 New
IWM
567
IHT Wealth Management
Illinois
$231K -$413K -8,198 -64%
MGIA
568
Moneta Group Investment Advisors
Missouri
$229K -$116K -2,294 -34%
LFAS
569
Level Four Advisory Services
Texas
$229K -$10.1K -200 -4%
SWM
570
Seaside Wealth Management
California
$229K +$2.52K +50 +1%
RWM
571
RBA Wealth Management
California
$227K +$252 +5 +0.1%
APA
572
Astoria Portfolio Advisors
New York
$226K +$226K +4,475 New
OPA
573
Old Port Advisors
Maine
$225K -$115K -2,280 -34%
WAM
574
Weatherly Asset Management
California
$223K -$6.04K -120 -3%
WAP
575
Wealthcare Advisory Partners
Pennsylvania
$222K -$971K -19,296 -81%
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