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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 %
CIM
601
Contravisory Investment Management
Massachusetts
$1.27K +$1.27K +25 New
CP
602
Castleview Partners
Texas
$1.02K – – –
BTI
603
Blue Trust Inc
Georgia
$1K – – –
KFI
604
Key Financial Inc
Pennsylvania
$967 – – –
SL
605
Savior LLC
Massachusetts
$919 – – –
AWA
606
Artemis Wealth Advisors
New York
$754 – – –
IHWM
607
Iron Horse Wealth Management
Iowa
$238 – – –
PCM
608
Price Capital Management
Louisiana
– -$12.3M -243,110 Closed
HC
609
Hoese & Co
Minnesota
– -$4.67M -92,010 Closed
HAIM
610
Hunter Associates Investment Management
Pennsylvania
– -$4.21M -82,988 Closed
PL
611
Protective Life
Alabama
– -$2.49M -49,000 Closed
ZIM
612
Zacks Investment Management
Illinois
– -$2.44M -47,965 Closed
MAM
613
MMA Asset Management
Pennsylvania
– -$1.99M -39,090 Closed
SAM
614
Simplify Asset Management
Nevada
– -$1.6M -31,437 Closed
MCC
615
Money Concepts Capital
Florida
– -$1.28M -25,179 Closed
FA
616
Fiducient Advisors
Illinois
– -$994K -19,556 Closed
CA
617
Calton & Associates
Florida
– -$599K -11,783 Closed
CSPAM
618
Cary Street Partners Asset Management
Virginia
– -$562K -11,064 Closed
BTWM
619
Baker Tilly Wealth Management
Wisconsin
– -$511K -10,059 Closed
MHIC
620
Marble Harbor Investment Counsel
Massachusetts
– -$508K -10,000 Closed
Lido Advisors
621
Lido Advisors
California
– -$487K -9,770 Closed
FCBT
622
First Citizens Bank & Trust
North Carolina
– -$456K -8,972 Closed
LWM
623
Liberty Wealth Management
California
– -$453K -8,912 Closed
CPIG
624
Chicago Partners Investment Group
Illinois
– -$450K -8,882 Closed
MCI
625
MRP Capital Investments
Georgia
– -$446K -8,775 Closed
23 24
25
26 27