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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 %
FRA
551
Front Row Advisors
California
$74.6K 1,474 -702 -32%
AEPWM
552
Atlantic Edge Private Wealth Management
Florida
$72.8K 1,438 +1,438 New
FMTCOCP
553
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$71K 1,407 +550 +64%
DJSG
554
D.J. St. Germain
Massachusetts
$67.2K 1,327 -665 -33%
LFA
555
LGT Financial Advisors
Texas
$61.3K 1,211 +24 +2%
MHR
556
Matthew Hamilton Rosenberg
$57.2K 1,129 – –
SWM
557
Sugarloaf Wealth Management
Georgia
$54.8K 1,083 +22 +2%
RL
558
Rogco LP
Oklahoma
$52.1K 1,030 – –
IA
559
IFS Advisors
Kansas
$50.6K 1,000 – –
BFA
560
BBJS Financial Advisors
Washington
$50.3K 994 – –
HI
561
Horizon Investments
North Carolina
$45.4K 902 -1,483 -62%
CFB
562
Cullen/Frost Bankers
Texas
$45.3K 895 – –
AAP
563
Arax Advisory Partners
Colorado
$40.5K 801 +654 +445%
EWP
564
Elevation Wealth Partners
California
$39.2K 771 – –
HGERS
565
Householder Group Estate & Retirement Specialist
Arizona
$37K 732 +14 +2%
HCM
566
Hollencrest Capital Management
California
$34.8K 687 – –
PS
567
Planned Solutions
California
$32.9K 649 +649 New
SC
568
SouthState Corp
Florida
$32.3K 638 +638 New
FHA
569
First Horizon Advisors
Tennessee
$31.7K 627 -29 -4%
SWC
570
Spectrum Wealth Counsel
Indiana
$30.3K 599 +599 New
HIA
571
Harbor Investment Advisory
Maryland
$29.8K 588 – –
CJ
572
Caitlin John
Michigan
$27.7K 548 +548 New
NS
573
NBC Securities
Alabama
$27K 552 -2,329 -81%
GWSG
574
GPS Wealth Strategies Group
Colorado
$25.8K 509 – –
BLC
575
Brown, Lisle/Cummings
Rhode Island
$25.3K 500 – –
21 22
23
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