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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
1
BlackRock
New York
$325M
2
Northern Trust
2
Northern Trust
Illinois
$138M
3
BCM
3
BlueCrest Capital Management
Jersey
$46.1M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$33.4M
5
AIM
5
Astor Investment Management
Illinois
$35.5M

Top Sellers

1
AF
1
Allworth Financial
California
$18.4M
2
Bank of America
2
Bank of America
North Carolina
$590M
3
AWA
3
Arete Wealth Advisors
Illinois
$466M
4
ACI
4
Alpha Cubed Investments
California
$7.11M
5
GT
5
Glenview Trust
Kentucky
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$12.4M -$2.73M -54,176 -18%
RWM
77
Rezny Wealth Management
Florida
$12.4M -$1.21M -23,949 -9%
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$12.3M -$698K -13,869 -5%
Allianz Asset Management
79
Allianz Asset Management
Germany
$12.1M +$5.24M +104,200 +77%
PGA
80
Portland Global Advisors
Maine
$11.8M -$165K -3,270 -1%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$11.7M -$1.14M -22,733 -9%
WWM
82
WJ Wealth Management
Arizona
$11.6M -$973K -19,331 -8%
TWA
83
Tillar-Wenstrup Advisors
Ohio
$11.2M +$105K +2,088 +0.9%
MC
84
Middleton & Co
Massachusetts
$11M -$653K -12,975 -6%
CA
85
Cetera Advisors
Colorado
$10.9M +$1.81M +36,045 +20%
ERIM
86
Eagle Ridge Investment Management
Connecticut
$10.7M +$133K +2,652 +1%
Citigroup
87
Citigroup
New York
$10.5M -$201 -4 -0%
LPIC
88
LeJeune Puetz Investment Counsel
Michigan
$10.2M -$110K -2,186 -1%
AWS
89
Atria Wealth Solutions
New York
$10M -$12.1K -241 -0.1%
AssetMark Inc
90
AssetMark Inc
California
$9.98M +$3.77M +74,995 +61%
SFA
91
Semmax Financial Advisors
North Carolina
$9.71M +$193K +3,832 +2%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$9.58M -$611K -12,130 -6%
BIP
93
Blueprint Investment Partners
North Carolina
$9.47M +$3.16M +62,763 +50%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$9.42M -$3.72M -73,957 -28%
IFS
95
Ifrah Financial Services
Arkansas
$9.26M -$113K -2,237 -1%
SIM
96
SSI Investment Management
California
$9.24M +$8.73M +173,372 +1,687%
CS
97
Comerica Securities
Michigan
$9.16M -$881K -17,505 -9%
CW
98
CreativeOne Wealth
Kansas
$8.88M +$3.07M +61,021 +53%
MW
99
MBL Wealth
North Carolina
$8.6M -$73.3K -1,456 -0.8%
SBL
100
Sargent Bickham Lagudis
Colorado
$8.58M +$561K +11,155 +7%
2 3
4
5 6