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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 %
PA
101
Perennial Advisors
New York
$7.08M 139,956 -2,201 -2%
HVIA
102
Hudson Valley Investment Advisors
New York
$7.08M 139,723 -5,824 -4%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$7.04M 139,154 +3,089 +2%
PCM
104
Piedmont Capital Management
Montana
$7.01M 138,566 -3,117 -2%
GC
105
Guggenheim Capital
Illinois
$6.78M 133,994 +14,411 +12%
SPP
106
Single Point Partners
Massachusetts
$6.76M 133,488 +5,399 +4%
OC
107
Oppenheimer & Co
New York
$6.7M 132,301 -1,814 -1%
WFS
108
Weitzel Financial Services
Iowa
$6.68M 131,891 -5,198 -4%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$6.51M 128,641 -152,225 -54%
CCG
110
Chatham Capital Group
Georgia
$6.48M 128,050 -18,340 -13%
WAM
111
WealthTrust Asset Management
Florida
$6.41M 126,588 +44,308 +54%
CCP
112
Carmel Capital Partners
California
$6.37M 125,851 +12,753 +11%
AWM
113
AE Wealth Management
Kansas
$6.32M 123,977 -143,206 -54%
Pictet Asset Management
114
Pictet Asset Management
Switzerland
$6.28M 124,020 -21,370 -15%
PFWA
115
Paces Ferry Wealth Advisors
Georgia
$6.25M 123,521 +9,927 +9%
SWP
116
Stratos Wealth Partners
Ohio
$6.19M 122,373 -107,137 -47%
WSTAM
117
Wilbanks Smith & Thomas Asset Management
Virginia
$5.89M 116,435 +93,868 +416%
GWM
118
GSB Wealth Management
Connecticut
$5.84M 115,455 -15,850 -12%
SPIA
119
Steward Partners Investment Advisory
New York
$5.82M 114,910 +4,901 +4%
CT
120
Colonial Trust
South Carolina
$5.7M 112,631 +4,858 +5%
PAG
121
Private Advisor Group
New Jersey
$5.65M 111,642 -4,502 -4%
FC
122
FCA Corp
Texas
$5.61M 110,796 +459 +0.4%
WPC
123
White Pine Capital
Minnesota
$5.55M 109,585 -27,543 -20%
MFG
124
Monumental Financial Group
Maryland
$5.5M 108,708 +72,320 +199%
BS
125
Banco Santander
Spain
$5.34M 105,462 +26,813 +34%
3 4
5
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