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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 %
CFD
601
Creative Financial Designs
Indiana
$154K +$2.11K +42 +1%
KOMWMG
602
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$141K +$141K +2,808 New
OHWP
603
Oak Harbor Wealth Partners
North Carolina
$141K – – –
WBC
604
West Branch Capital
Massachusetts
$136K -$38.4K -763 -22%
Fidelity Investments
605
Fidelity Investments
Massachusetts
$132K -$66.3K -1,317 -33%
FRA
606
Front Row Advisors
California
$128K -$21K -419 -14%
Fifth Third Bancorp
607
Fifth Third Bancorp
Ohio
$126K – – –
HS
608
Horan Securities
United States
$121K – – –
CAL
609
Capital Analysts LLC
Pennsylvania
$120K +$76.2K +1,509 +174%
SWM
610
Sugarloaf Wealth Management
Georgia
$112K +$654 +13 +0.6%
LF
611
Lee Financial
Texas
$109K -$3.83K -76 -3%
FAM
612
Family Asset Management
South Carolina
$103K +$103K +2,050 New
BONH
613
Bank of New Hampshire
New Hampshire
$103K – – –
CLOS
614
Compagnie Lombard Odier SCmA
Switzerland
$101K – – –
National Bank of Canada
615
National Bank of Canada
Quebec, Canada
$93K – – –
WC
616
Westwind Capital
New Mexico
$92K – – –
PFBT
617
Parkside Financial Bank & Trust
Missouri
$89.3K – – –
RBC
618
Romano Brothers & Co
Illinois
$80.5K +$80.5K +1,600 New
YDMI
619
Y.D. More Investments
Israel
$80.2K +$80.2K +1,600 New
GEA
620
Glen Eagle Advisors
New Jersey
$79.8K +$14.1K +280 +21%
BWA
621
BDO Wealth Advisors
Florida
$72.4K – – –
ACP
622
Arcus Capital Partners
Georgia
$66.6K +$66.6K +1,323 New
HIA
623
Harbor Investment Advisory
Maryland
$64.9K – – –
JWA
624
JFS Wealth Advisors
Pennsylvania
$59.1K – – –
LFA
625
LGT Financial Advisors
Texas
$57.6K +$57.6K +1,144 New
23 24
25
26 27