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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 %
ACM
676
AlphaStar Capital Management
North Carolina
$553 -$10.4K -205,775 -95%
CMP
677
Coston McIsaac & Partners
Maine
$184 +$184 +3,667 New
SPWM
678
Spartan Planning & Wealth Management
North Carolina
$151 – – –
WIM
679
Westside Investment Management
California
$118 – – –
SAM
680
Synergy Asset Management
Washington
– -$10.6M -210,525 Closed
AC
681
Asio Capital
Kentucky
– -$9.79M -194,760 Closed
FIM
682
Freedom Investment Management
Connecticut
– -$8M -159,074 Closed
Citadel Advisors
683
Citadel Advisors
Florida
– -$5.25M -104,346 Closed
FF
684
Friedenthal Financial
New Jersey
– -$5.12M -101,839 Closed
RHP
685
Royal Harbor Partners
Texas
– -$4.53M -90,046 Closed
ACM
686
Ascendant Capital Management
California
– -$2.97M -59,000 Closed
AWM
687
Altus Wealth Management
Kentucky
– -$2.83M -56,256 Closed
KCM
688
Karp Capital Management
California
– -$2.82M -56,166 Closed
NCM
689
Northside Capital Management
Oregon
– -$2.51M -50,000 Closed
IIA
690
IPG Investment Advisors
California
– -$2.27M -45,108 Closed
NL
691
NWAM LLC
Washington
– -$1.89M -37,572 Closed
TA
692
Townsend & Associates
Colorado
– -$1.55M -30,807 Closed
HF
693
HRT Financial
New York
– -$1.4M -27,758 Closed
RFM
694
Royal Fund Management
Florida
– -$1.06M -21,145 Closed
EA
695
Emerald Advisors
Washington
– -$1M -19,924 Closed
RSS
696
Rosenblum Silverman Sutton
California
– -$992K -19,735 Closed
TD Asset Management
697
TD Asset Management
Ontario, Canada
– -$985K -19,600 Closed
HCC
698
Hirtle Callaghan & Co
Pennsylvania
– -$899K -17,883 Closed
MWM
699
Modera Wealth Management
New Jersey
– -$767K -15,257 Closed
KPWS
700
Kestra Private Wealth Services
Texas
– -$638K -12,684 Closed
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