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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 %
ADL
576
Asset Dedication LLC
California
$14K – – –
TFGT
577
TS Financial Group (TSFG)
Illinois
$14K +$102 +2 +0.7%
KFS
578
Kelly Financial Services
Massachusetts
$13.8K +$203 +4 +1%
CPG
579
Cornerstone Planning Group
New Jersey
$13.4K -$7.38K -145 -36%
FCMT
580
Founders Capital Management (Texas)
Texas
$13.2K – – –
NC
581
NewSquare Capital
Pennsylvania
$10.1K +$10.1K +198 New
BFEC
582
Benjamin F. Edwards & Company
Missouri
$10K -$4.47K -84 -31%
TRCT
583
Tower Research Capital (TRC)
New York
$8.8K +$8.8K +173 New
FAM
584
Flaharty Asset Management
Florida
$8.4K +$8.4K +165 New
AAP
585
Arax Advisory Partners
Colorado
$7.47K -$762 -15 -9%
HT
586
Headlands Technologies
Illinois
$7.18K -$8.14K -160 -53%
PCM
587
Penserra Capital Management
California
$7K +$7K +146 New
PCTC
588
Perkins Coie Trust Company
Washington
$6.36K – – –
HWP
589
Hibernia Wealth Partners
Louisiana
$6.31K +$6.31K +124 New
MAWCM
590
Mine & Arao Wealth Creation & Management
California
$6.19K +$102 +2 +2%
HWA
591
HHM Wealth Advisors
Tennessee
$6.11K – – –
HBW
592
Hazlett, Burt & Watson
West Virginia
$6K – – –
NEAM
593
New England Asset Management
Connecticut
$5.09K +$5.09K +100 New
SS
594
Sunbelt Securities
Texas
$4.99K – – –
OP
595
ORG Partners
Indiana
$4.34K -$30.7K -594 -88%
JWM
596
Janiczek Wealth Management
Colorado
$4.17K +$4.17K +82 New
PWA
597
Provenance Wealth Advisors
Florida
$4.02K +$4.02K +79 New
QPBE
598
Quintet Private Bank (Europe)
Luxembourg
$3.15K +$3.15K +62 New
AWM
599
Avior Wealth Management
Nebraska
$2.6K – – –
IPW
600
Impact Partnership Wealth
Georgia
$2.55K – – –
22 23
24
25 26