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iShares Floating Rate Bond ETF
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Overview Fund Activity

606 hedge funds and large institutions have $5.04B invested in iShares Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 252 reducing their positions, and 53 closing their positions.

Holders
606
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.66%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.73%
New
58
Increased
203
Reduced
252
Closed
53
Calls
$43K
Puts
–
Net Calls
+$43K
Net Calls Change
+$43K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$151M
2
Northern Trust
2
Northern Trust
Illinois
$187M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$29.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$71.8M
5
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$42.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$419M
2
BCM
2
BlueCrest Capital Management
Jersey
$18.5M
3
SFS
3
Sowell Financial Services
Arkansas
$3.43M
4
DC
4
Davenport & Co
Virginia
$52.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$17.8M -$1.21M -23,688 -6%
Stifel Financial
52
Stifel Financial
Missouri
$17.5M -$3.43M -67,318 -16%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$17.4M +$348K +6,841 +2%
Mariner
54
Mariner
Kansas
$17.1M -$317K -6,223 -2%
US Bancorp
55
US Bancorp
Minnesota
$16.6M -$3.28M -64,405 -17%
GFG
56
Greystone Financial Group
Michigan
$15.4M +$15.2M +297,879 +7,096%
CA
57
Capital Advantage
California
$15.2M +$285K +5,603 +2%
State Street
58
State Street
Massachusetts
$15M -$498K -9,784 -3%
LWM
59
LJI Wealth Management
Indiana
$15M -$217K -4,263 -1%
MC
60
McMorgan & Co
California
$14.7M +$2.65M +52,046 +22%
PA
61
Probity Advisors
Texas
$14.4M -$385K -7,568 -3%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$14.3M +$1.68M +33,109 +13%
Betterment LLC
63
Betterment LLC
New York
$13.8M -$891K -17,515 -6%
AWM
64
AE Wealth Management
Kansas
$13.6M +$8.25M +162,032 +154%
SFA
65
Semmax Financial Advisors
North Carolina
$13.4M +$13.4M +264,396 New
AP
66
Advisors Preferred
Maryland
$12.3M +$3.2M +63,146 +35%
SWP
67
Stratos Wealth Partners
Ohio
$11.7M -$422K -8,296 -3%
RA
68
RFG Advisory
Alabama
$11.7M +$1.27M +24,882 +12%
OAM
69
Occidental Asset Management
California
$11.4M +$1.92M +37,668 +20%
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$11.1M -$374K -7,358 -3%
CTA
71
Colonial Trust Advisors
South Carolina
$10.8M +$3.18M +62,395 +42%
SIM
72
SSI Investment Management
California
$10.2M -$155K -3,053 -1%
SC
73
Scotia Capital
Ontario, Canada
$10M -$2.8M -55,050 -22%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$9.95M +$6.84M +134,434 +220%
SAM
75
Synergy Asset Management
Washington
$9.87M +$9.87M +193,945 New
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