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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
$325M
2
Northern Trust
Northern Trust
Illinois
$138M
3
BCM
BlueCrest Capital Management
Jersey
$46.1M
4
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$33.4M
5
AIM
Astor Investment Management
Illinois
$35.5M

Top Sellers

1
AF
Allworth Financial
California
$18.4M
2
Bank of America
Bank of America
North Carolina
$590M
3
AWA
Arete Wealth Advisors
Illinois
$466M
4
ACI
Alpha Cubed Investments
California
$7.11M
5
GT
Glenview Trust
Kentucky
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
576
First Manhattan
New York
$221K -$3.47K -69 -2%
ESB
577
Essex Savings Bank
Connecticut
$220K +$3.27K +65 +2%
CWM
578
Congress Wealth Management
Massachusetts
$217K -$125K -2,482 -36%
NGA
579
Naples Global Advisors
Florida
$217K +$217K +4,315 New
WQ
580
Wealth Quarterback
New Jersey
$217K -$40.3K -801 -16%
WJWM
581
Williams Jones Wealth Management
New York
$214K – – –
CWM
582
Cabot Wealth Management
Massachusetts
$214K -$31.8K -630 -13%
LWP
583
Lumature Wealth Partners
Georgia
$210K -$288K -5,715 -58%
LDFR
584
Lehman & Derafelo Financial Resources
Pennsylvania
$209K – – –
FA
585
Fortis Advisors
Pennsylvania
$208K – – –
SWP
586
Strategic Wealth Partners
Ohio
$206K – – –
AA
587
Addison Advisors
Vermont
$205K +$205K +4,075 New
CAS
588
Coppell Advisory Solutions
Texas
$204K +$204K +4,050 New
CASC
589
Coppell Advisory Solutions Corp
Texas
$204K +$204K +4,050 New
BWA
590
Beam Wealth Advisors
Louisiana
$203K -$94.4K -1,875 -32%
AGP
591
Autumn Glory Partners
Texas
$203K – – –
CWA
592
Clearview Wealth Advisors
Oregon
$201K – – –
CT
593
Cambridge Trust
Massachusetts
$200K – – –
AA
594
Ancora Advisors
Ohio
$184K -$1.66K -33 -0.9%
IFA
595
Interactive Financial Advisors
Illinois
$183K +$8.35K +166 +5%
CAL
596
Capital Advisors Ltd
Ohio
$175K -$353 -7 -0.2%
SIC
597
Salem Investment Counselors
North Carolina
$172K +$172K +3,425 New
BCV
598
Banque Cantonale Vaudoise
Switzerland
$172K -$15.2K -300 -8%
IAIM
599
Industrial Alliance Investment Management
Quebec, Canada
$171K – – –
RFA
600
Resurgent Financial Advisors
Georgia
$159K +$159K +3,160 New
22 23
24
25 26