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iShares Floating Rate Bond ETF
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Overview Fund Activity

624 hedge funds and large institutions have $5.16B invested in iShares Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 195 increasing their positions, 277 reducing their positions, and 53 closing their positions.

Holders
624
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
9.15%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
74
Increased
195
Reduced
277
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$427M
2
Northern Trust
2
Northern Trust
Illinois
$218M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$76.6M
4
AWM
4
Apollon Wealth Management
South Carolina
$28.7M
5
AIA
5
Angeles Investment Advisors
California
$20.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$68M
2
Bank of America
2
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
BFG
4
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48M
Name Market Value Shares Shares
Change 		Shares
Change %
IFS
76
Ifrah Financial Services
Arkansas
$9.83M 194,152 +589 +0.3%
SC
77
Scotia Capital
Ontario, Canada
$9.36M 184,968 -12,034 -6%
RWP
78
RWA Wealth Partners
Massachusetts
$9.32M 184,168 -9,680 -5%
UCFA
79
United Capital Financial Advisors
Texas
$9.05M 178,842 +30,898 +21%
RFM
80
Royal Fund Management
Florida
$8.95M 176,841 +176,841 New
SIM
81
SSI Investment Management
California
$8.76M 173,053 -27,738 -14%
CA
82
Cetera Advisors
Colorado
$8.64M 170,767 +119,951 +236%
Betterment LLC
83
Betterment LLC
New York
$8.58M 169,552 -100,882 -37%
SPC
84
Sigma Planning Corp
Michigan
$8.58M 169,435 -179,639 -51%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$8.52M 168,330 +5,774 +4%
WMG
86
WESCAP Management Group
California
$8.39M 165,787 -7,866 -5%
WCM
87
Windsor Capital Management
Arizona
$8.23M 162,601 -2,455 -1%
Citigroup
88
Citigroup
New York
$8.19M 161,828 -2,054 -1%
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$8.1M 160,039 -17,036 -10%
KAS
90
Kestra Advisory Services
Texas
$8.05M 159,021 +104,590 +192%
PCP
91
Proficio Capital Partners
Massachusetts
$8.04M 158,820 +86,677 +120%
JIR
92
James Investment Research
Ohio
$8.04M 158,817 -7,453 -4%
QS
93
Quantitative Strategies
California
$8M 158,095 +1,209 +0.8%
CW
94
CreativeOne Wealth
Kansas
$7.94M 156,794 +48,070 +44%
MWC
95
MBM Wealth Consultants
Missouri
$7.82M 153,573 +25,888 +20%
FAT
96
First American Trust
California
$7.42M 146,548 -21,788 -13%
RSS
97
Rosenblum Silverman Sutton
California
$7.38M 145,870 +64,560 +79%
HFS
98
Hoge Financial Services
Pennsylvania
$7.38M 145,768 +145,768 New
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$7.35M 145,102 +145,102 New
SC
100
Sierra Capital
Florida
$7.27M 143,668 -3,187 -2%
2 3
4
5 6