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iShares Floating Rate Bond ETF
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Overview Fund Activity

634 hedge funds and large institutions have $5.54B invested in iShares Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 183 increasing their positions, 289 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-45
Holders Change %
-6.63%
% of All Funds
10.15%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.72%
New
76
Increased
183
Reduced
289
Closed
103
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$661M
2
AssetMark Inc
AssetMark Inc
California
+$51.5M
3
BlackRock
BlackRock
New York
+$43.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$37.8M
5
GSC
G&S Capital
Colorado
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$101M
2
Ameriprise
Ameriprise
Minnesota
-$62.8M
3
Morgan Stanley
Morgan Stanley
New York
-$59.8M
4
Bank of America
Bank of America
North Carolina
-$56.8M
5
BCM
BlueCrest Capital Management
Jersey
-$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
701
Narus Financial Partners
Utah
– -$293K -5,828 Closed
EWA
702
Exencial Wealth Advisors
Oklahoma
– -$288K -5,728 Closed
EIC
703
Equity Investment Corp
Georgia
– -$253K -5,025 Closed
BA
704
Bridge Advisory
California
– -$251K -4,986 Closed
AWG
705
Altus Wealth Group
Colorado
– -$249K -4,947 Closed
BJL
706
Brighton Jones LLC
Washington
– -$240K -4,769 Closed
RSWM
707
Robertson Stephens Wealth Management
California
– -$236K -4,686 Closed
JF
708
Jump Financial
Illinois
– -$233K -4,629 Closed
LSPW
709
Lake Street Private Wealth
Illinois
– -$232K -4,610 Closed
QPWM
710
Quadrant Private Wealth Management
Pennsylvania
– -$231K -4,597 Closed
MGIA
711
Moneta Group Investment Advisors
Missouri
– -$229K -4,529 Closed
APA
712
Astoria Portfolio Advisors
New York
– -$226K -4,475 Closed
ESB
713
Essex Savings Bank
Connecticut
– -$220K -4,377 Closed
WQ
714
Wealth Quarterback
New Jersey
– -$217K -4,313 Closed
CWM
715
Cabot Wealth Management
Massachusetts
– -$214K -4,246 Closed
SWP
716
Strategic Wealth Partners
Ohio
– -$206K -4,089 Closed
BWA
717
Beam Wealth Advisors
Louisiana
– -$203K -4,039 Closed
CMP
718
Coston McIsaac & Partners
Maine
– -$184 -3,667 Closed
IFA
719
Interactive Financial Advisors
Illinois
– -$183K -3,634 Closed
IAIM
720
Industrial Alliance Investment Management
Quebec, Canada
– -$171K -3,407 Closed
KOMWMG
721
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$141K -2,808 Closed
WC
722
Westwind Capital
New Mexico
– -$92K -1,821 Closed
RBC
723
Romano Brothers & Co
Illinois
– -$80.5K -1,600 Closed
ACP
724
Arcus Capital Partners
Georgia
– -$66.6K -1,323 Closed
LFA
725
LGT Financial Advisors
Texas
– -$57.6K -1,144 Closed
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