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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 %
RWP
76
RWA Wealth Partners
Massachusetts
$9.86M +$88.8K +1,745 +0.9%
IFS
77
Ifrah Financial Services
Arkansas
$9.85M +$194K +3,811 +2%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$9.71M -$4.62M -90,750 -32%
CRWM
79
Castle Rock Wealth Management
California
$9.63M +$9.63M +189,825 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$9.4M +$1.01M +19,832 +12%
RC
81
Roundview Capital
New Jersey
$9.02M -$645K -12,671 -7%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$9.01M -$617K -12,132 -6%
WMG
83
WESCAP Management Group
California
$8.84M +$293K +5,761 +3%
FAT
84
First American Trust
California
$8.57M +$3.92M +77,035 +84%
JIR
85
James Investment Research
Ohio
$8.46M -$1.57M -30,875 -16%
WCM
86
Windsor Capital Management
Arizona
$8.4M -$133K -2,623 -2%
Citigroup
87
Citigroup
New York
$8.34M +$184K +3,606 +2%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$8.27M +$2.69M +52,808 +48%
QS
89
Quantitative Strategies
California
$7.98M +$409K +8,030 +5%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$7.89M +$2.93M +57,493 +59%
UCFA
91
United Capital Financial Advisors
Texas
$7.53M -$325K -6,388 -4%
SC
92
Sierra Capital
Florida
$7.47M -$2.24K -44 -0%
CCG
93
Chatham Capital Group
Georgia
$7.45M +$581K +11,420 +8%
HVIA
94
Hudson Valley Investment Advisors
New York
$7.41M -$287K -5,637 -4%
Pictet Asset Management
95
Pictet Asset Management
Switzerland
$7.4M +$7.4M +145,390 New
RWM
96
Rezny Wealth Management
Florida
$7.26M -$193K -3,800 -3%
PA
97
Perennial Advisors
New York
$7.23M -$17.8K -350 -0.2%
PCM
98
Piedmont Capital Management
Montana
$7.21M -$498K -9,782 -6%
WPC
99
White Pine Capital
Minnesota
$6.98M -$276K -5,422 -4%
WFS
100
Weitzel Financial Services
Iowa
$6.94M +$2.32M +45,712 +50%
2 3
4
5 6