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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 %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$6.92M -$247K -4,856 -3%
OC
102
Oppenheimer & Co
New York
$6.83M -$119K -2,347 -2%
GRP
103
Global Retirement Partners
California
$6.81M -$1.1M -21,724 -14%
GWM
104
GSB Wealth Management
Connecticut
$6.68M -$24.4K -480 -0.4%
SPP
105
Single Point Partners
Massachusetts
$6.52M -$6.51K -128 -0.1%
MWC
106
MBM Wealth Consultants
Missouri
$6.48M +$874K +17,224 +16%
BRWA
107
B. Riley Wealth Advisors
Florida
$6.24M +$538K +10,578 +9%
CC
108
Courier Capital
New York
$6.22M -$203K -3,990 -3%
BWCS
109
Beirne Wealth Consulting Services
Connecticut
$6.22M – – –
FAM
110
Forte Asset Management
New York
$6.11M -$137K -2,688 -2%
GC
111
Guggenheim Capital
Illinois
$6.09M +$1.28M +25,163 +27%
PAG
112
Private Advisory Group
Washington
$6.01M +$2.07M +40,654 +52%
PAG
113
Private Advisor Group
New Jersey
$5.91M +$402K +7,895 +7%
TC
114
TAP Consulting
Missouri
$5.87M +$106K +2,081 +2%
PFWA
115
Paces Ferry Wealth Advisors
Georgia
$5.78M +$21.8K +428 +0.4%
CCP
116
Carmel Capital Partners
California
$5.76M +$1.02M +20,103 +22%
FC
117
FCA Corp
Texas
$5.62M -$124K -2,436 -2%
SPIA
118
Steward Partners Investment Advisory
New York
$5.6M +$56.5K +1,110 +1%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$5.6M +$365K +7,173 +7%
DPI
120
Diversified Portfolios Inc
Michigan
$5.59M +$5.59M +109,853 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$5.55M -$862K -16,989 -13%
CW
122
CreativeOne Wealth
Kansas
$5.53M -$1.75M -34,428 -24%
CT
123
Colonial Trust
South Carolina
$5.48M +$1.19M +23,315 +28%
FHB
124
First Hawaiian Bank
Hawaii
$5.48M -$116K -2,275 -2%
ASN
125
Advisory Services Network
Georgia
$5.3M +$293K +5,761 +6%
3 4
5
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