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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 %
ITIM
551
Indiana Trust & Investment Management
Indiana
$49.7K +$49.7K +976 New
CFB
552
Cullen/Frost Bankers
Texas
$45.5K – – –
FMTCOCP
553
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K +$29.6K +577 +206%
EWP
554
Elevation Wealth Partners
California
$39.2K +$305 +6 +0.8%
HGERS
555
Householder Group Estate & Retirement Specialist
Arizona
$36.6K +$36.6K +718 New
HCM
556
Hollencrest Capital Management
California
$35K – – –
RG
557
Retirement Group
California
$34.7K – – –
FHA
558
First Horizon Advisors
Tennessee
$33.4K +$22.1K +434 +195%
HIA
559
Harbor Investment Advisory
Maryland
$29.9K – – –
AWM
560
Atticus Wealth Management
Florida
$29.4K -$39.5K -777 -57%
GFL
561
Granite FO LLC
New Hampshire
$28.2K – – –
GWSG
562
GPS Wealth Strategies Group
Colorado
$25.9K – – –
BLC
563
Brown, Lisle/Cummings
Rhode Island
$25.4K – – –
CIA
564
Cape Investment Advisory
Georgia
$25.3K -$18.1K -355 -42%
NSIM
565
North Star Investment Management
Illinois
$24.9K – – –
FFL
566
Financial Freedom LLC
Ohio
$23.6K +$204 +4 +0.9%
PB
567
Pinnacle Bancorp
Nebraska
$23.4K – – –
PWM
568
Provident Wealth Management
Tennessee
$22.7K -$865 -17 -4%
BWAM
569
Boyd Watterson Asset Management
Ohio
$21.6K -$32.3K -635 -60%
DAM
570
Delta Asset Management
Tennessee
$21.6K +$21.6K +425 New
National Bank of Canada
571
National Bank of Canada
Quebec, Canada
$19.3K – – –
HCP
572
Hexagon Capital Partners
Arkansas
$16.9K – – –
NCM
573
Northwest Capital Management
Oregon
$15K – – –
C
574
Covestor
United Kingdom
$15K -$2.12K -41 -12%
UB
575
UMB Bank
Missouri
$15K – – –
21 22
23
24 25