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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 %
SQA
651
Simon Quick Advisors
New Jersey
– – -5,197 Closed
GL
652
Graypoint LLC
New York
– – -5,010 Closed
JBA
653
Johnson Bixby & Associates
Washington
– – -4,792 Closed
PIA
654
Perennial Investment Advisors
California
– – -4,722 Closed
KAS
655
KPP Advisory Services
Kentucky
– – -4,450 Closed
WAM
656
Weatherly Asset Management
California
– – -4,440 Closed
CFA
657
Cahill Financial Advisors
Minnesota
– – -4,357 Closed
GVAG
658
Great Valley Advisor Group
Delaware
– – -4,309 Closed
QCIG
659
Quad-Cities Investment Group
Iowa
– – -4,209 Closed
WFM
660
Wolff Financial Management
Michigan
– – -4,119 Closed
CWA
661
Clearview Wealth Advisors
Oregon
– – -4,000 Closed
WAP
662
Wealthcare Advisory Partners
Pennsylvania
– – -3,969 Closed
WP
663
WealthShield Partners
North Carolina
– – -3,920 Closed
FAM
664
Family Asset Management
South Carolina
– – -2,050 Closed
BONH
665
Bank of New Hampshire
New Hampshire
– – -2,015 Closed
MIFH
666
Migdal Insurance & Financial Holdings
Israel
– – -1,800 Closed
JWA
667
JFS Wealth Advisors
Pennsylvania
– – -1,175 Closed
GFL
668
Granite FO LLC
New Hampshire
– – -555 Closed
UB
669
UMB Bank
Missouri
– – -294 Closed
FCMT
670
Founders Capital Management (Texas)
Texas
– – -259 Closed
NC
671
NewSquare Capital
Pennsylvania
– – -198 Closed
TRCT
672
Tower Research Capital (TRC)
New York
– – -173 Closed
FAM
673
Flaharty Asset Management
Florida
– – -165 Closed
HT
674
Headlands Technologies
Illinois
– – -141 Closed
HWP
675
Hibernia Wealth Partners
Louisiana
– – -124 Closed
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