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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 %
NAM
701
NorthCrest Asset Manangement
Minnesota
– -$637K -12,667 Closed
OMC
702
Old Mission Capital
Illinois
– -$620K -12,326 Closed
CW
703
Connectus Wealth
Ohio
– -$605K -12,033 Closed
ML
704
McAdam LLC
Pennsylvania
– -$548K -10,899 Closed
TGAM
705
TBH Global Asset Management
Tennessee
– -$494K -9,832 Closed
CF
706
Centaurus Financial
California
– -$489K -9,736 Closed
HGERS
707
Householder Group Estate & Retirement Specialist
Arizona
– -$478K -9,524 Closed
JC
708
JB Capital
Connecticut
– -$436K -8,674 Closed
CCM
709
Crew Capital Management
Ohio
– -$436K -8,667 Closed
GFG
710
Greystone Financial Group
Michigan
– -$432K -8,591 Closed
OAM
711
Oak Asset Management
California
– -$427K -8,500 Closed
BFG
712
Barber Financial Group
Kansas
– -$423K -8,423 Closed
SWA
713
Sightline Wealth Advisors
Connecticut
– -$382K -7,631 Closed
SLWA
714
San Luis Wealth Advisors
California
– -$373K -7,411 Closed
FFA
715
First Foundation Advisors
California
– -$369K -7,344 Closed
IWA
716
Icon Wealth Advisors
Texas
– -$369K -7,334 Closed
CIA
717
Compass Ion Advisors
Pennsylvania
– -$346K -6,875 Closed
EWA
718
EverSource Wealth Advisors
Alabama
– -$333K -6,615 Closed
DP
719
Divergent Planning
Maryland
– -$332K -6,596 Closed
HIS
720
Harvest Investment Services
Illinois
– -$327K -6,510 Closed
CA
721
Continuum Advisory
Idaho
– -$312K -6,216 Closed
LA
722
LexAurum Advisors
Kansas
– -$289K -5,750 Closed
SWM
723
Selective Wealth Management
Virginia
– -$276K -5,489 Closed
4WM
724
4J Wealth Management
Virginia
– -$272K -5,418 Closed
MFA
725
Mayflower Financial Advisors
Massachusetts
– -$258K -5,141 Closed
27 28
29
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