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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 %
MHR
626
Matthew Hamilton Rosenberg
$56.8K -$2.57K -51 -4%
IA
627
IFS Advisors
Kansas
$50.3K – – –
BFA
628
BBJS Financial Advisors
Washington
$50K +$50K +994 New
ONST
629
Old North State Trust
North Carolina
$46K +$46K +909 New
APC
630
Aspire Private Capital
North Carolina
$40.8K +$40.8K +811 New
HCM
631
Hollencrest Capital Management
California
$34.6K +$34.6K +687 New
PB
632
Pinnacle Bancorp
Nebraska
$32K +$16.1K +325 +102%
FFA
633
Founders Financial Alliance
North Carolina
$31.3K – – –
PCTC
634
Perkins Coie Trust Company
Washington
$29.7K – – –
EW
635
Element Wealth
Mississippi
$28.7K +$28.7K +571 New
C
636
Covestor
United Kingdom
$28K +$1.48K +29 +6%
GFL
637
Granite FO LLC
New Hampshire
$28K +$28K +555 New
EE
638
EWG Elevate
California
$26K +$26K +517 New
BLC
639
Brown, Lisle/Cummings
Rhode Island
$25.2K – – –
BWAM
640
Boyd Watterson Asset Management
Ohio
$25.2K +$25.2K +500 New
NSIM
641
North Star Investment Management
Illinois
$24.7K – – –
UB
642
UMB Bank
Missouri
$24K -$759K -15,029 -97%
PWM
643
Provident Wealth Management
Tennessee
$23.4K – – –
CPG
644
Cornerstone Planning Group
New Jersey
$22.8K +$22.8K +451 New
RFS
645
Retirement Financial Solutions
Tennessee
$18.6K +$18.6K +370 New
IGWM
646
ICA Group Wealth Management
Colorado
$17.5K +$17.5K +347 New
HCP
647
Hexagon Capital Partners
Arkansas
$16.8K -$20.2K -401 -55%
IAS
648
IMA Advisory Services
Colorado
$16.3K – – –
TA
649
Tectonic Advisors
Texas
$15.1K +$15.1K +300 New
RG
650
Retirement Group
California
$15K – – –
24 25
26
27 28