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iShares Floating Rate Bond ETF
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Overview Fund Activity

624 hedge funds and large institutions have $5.16B invested in iShares Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 195 increasing their positions, 277 reducing their positions, and 53 closing their positions.

Holders
624
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
9.15%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
74
Increased
195
Reduced
277
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$427M
2
Northern Trust
2
Northern Trust
Illinois
$218M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$76.6M
4
AWM
4
Apollon Wealth Management
South Carolina
$28.7M
5
AIA
5
Angeles Investment Advisors
California
$20.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$68M
2
Bank of America
2
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
BFG
4
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48M
Name Market Value Shares Shares
Change 		Shares
Change %
SPWM
626
Spartan Planning & Wealth Management
North Carolina
$152 3 -51,585 -100%
State Street
627
State Street
Massachusetts
– – -294,598 Closed
SAM
628
Synergy Asset Management
Washington
– – -193,945 Closed
OPAM
629
Ocean Park Asset Management
California
– – -93,800 Closed
BPC
630
Banque Pictet & Cie
Switzerland
– – -84,500 Closed
WMR
631
Wealth Management Resources
Rhode Island
– – -82,482 Closed
SWM
632
Seed Wealth Management
Illinois
– – -58,255 Closed
SAM
633
Securian Asset Management
Minnesota
– – -50,000 Closed
FAP
634
Financial Advisory Partners
Florida
– – -46,946 Closed
PG
635
Patten Group
Tennessee
– – -34,683 Closed
AFA
636
American Financial Advisors
Georgia
– – -21,018 Closed
Citadel Advisors
637
Citadel Advisors
Florida
– – -20,970 Closed
SEI Investments
638
SEI Investments
Pennsylvania
– – -19,036 Closed
Allspring Global Investments
639
Allspring Global Investments
North Carolina
– – -18,522 Closed
IC
640
Innealta Capital
Texas
– – -17,599 Closed
ECM
641
Evergreen Capital Management
Washington
– – -14,500 Closed
ARC
642
Advisor Resource Council
Texas
– – -12,496 Closed
WAS
643
Wealth Advisory Solutions
Indiana
– – -11,402 Closed
CWP
644
Core Wealth Partners
California
– – -8,221 Closed
CF
645
Cantor Fitzgerald
New York
– – -7,503 Closed
MIG
646
McGuire Investment Group
Rhode Island
– – -6,997 Closed
IWM
647
Iams Wealth Management
Nebraska
– – -6,992 Closed
I
648
INVST
Indiana
– – -6,593 Closed
Corient Private Wealth
649
Corient Private Wealth
Florida
– – -6,247 Closed
AWA
650
Acorn Wealth Advisors
Michigan
– – -5,722 Closed
24 25
26
27 28