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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 %
LGA
626
Lebenthal Global Advisors
New York
– -$440K -8,657 Closed
CG
627
Colony Group
Massachusetts
– -$334K -6,573 Closed
Vontobel Holding
628
Vontobel Holding
Switzerland
– -$326K -6,413 Closed
W
629
WealthOne
New York
– -$324K -6,377 Closed
CCM
630
Crew Capital Management
Ohio
– -$321K -6,324 Closed
CS
631
Credit Suisse
Switzerland
– -$320K -6,300 Closed
KIG
632
Kowal Investment Group
Wisconsin
– -$316K -6,217 Closed
TF
633
Theory Financial
Colorado
– -$307K -6,040 Closed
LWM
634
Laidlaw Wealth Management
New York
– -$281K -5,533 Closed
LSIA
635
LaSalle St. Investment Advisors
Illinois
– -$265K -5,230 Closed
EA
636
Efficient Advisors
Ohio
– -$262K -5,162 Closed
MWM
637
Meridian Wealth Management
Kentucky
– -$255K -5,027 Closed
AWM
638
Accurate Wealth Management
Florida
– -$238K -4,709 Closed
AWM
639
Alterna Wealth Management
Texas
– -$237K -4,662 Closed
PWP
640
Perfromance Wealth Partners
Illinois
– -$232K -4,579 Closed
AWA
641
Arete Wealth Advisors
Illinois
– -$228K -4,488 Closed
LFAS
642
Level Four Advisory Services
Texas
– -$211K -4,149 Closed
FFS
643
Founders Financial Securities
Maryland
– -$206K -4,059 Closed
BWP
644
Balboa Wealth Partners
Arizona
– -$203K -3,987 Closed
OHWP
645
Oak Harbor Wealth Partners
North Carolina
– -$142K -2,800 Closed
IGWM
646
ICA Group Wealth Management
Colorado
– -$94.6K -1,861 Closed
PIAS
647
PCA Investment Advisory Services
Ohio
– -$84.2K -1,656 Closed
ACA
648
Atlas Capital Advisors
Wyoming
– -$65.3K -1,285 Closed
LFG
649
Larson Financial Group
Missouri
– -$64.1K -1,261 Closed
HS
650
Horan Securities
United States
– -$27.4K -540 Closed
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