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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 %
MA
126
Mutual Advisors
Nebraska
$6.92M +$4.65M +92,476 +206%
BPA
127
Beacon Pointe Advisors
California
$6.91M +$6.38M +126,861 +1,212%
AI
128
Atria Investments
North Carolina
$6.77M +$4.01M +79,686 +146%
JF
129
JSF Financial
California
$6.7M +$6.7M +133,160 New
CTA
130
Colonial Trust Advisors
South Carolina
$6.69M +$167K +3,323 +3%
CCG
131
Chatham Capital Group
Georgia
$6.68M -$1.46M -28,920 -18%
Creative Planning
132
Creative Planning
Kansas
$6.49M -$626K -12,441 -9%
BEC
133
Blue Edge Capital
Virginia
$6.23M +$251K +4,989 +4%
Bank of New York Mellon
134
Bank of New York Mellon
New York
$6.21M +$4.05M +80,424 +187%
WFS
135
Weitzel Financial Services
Iowa
$6.18M +$2.86M +56,777 +86%
SPP
136
Single Point Partners
Massachusetts
$6.17M +$498K +9,889 +9%
MAG
137
MRA Advisory Group
New Jersey
$6.16M +$820K +16,284 +15%
BIAS
138
Beacon Investment Advisory Services
New Jersey
$6.13M +$353K +7,017 +6%
RC
139
Roundview Capital
New Jersey
$6.09M -$23.3K -463 -0.4%
TF
140
Theory Financial
Colorado
$6.06M +$6.06M +120,474 New
SRWM
141
Shira Ridge Wealth Management
California
$6.03M +$6.03M +119,746 New
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$5.82M +$1.45M +28,819 +33%
HAIM
143
Hunter Associates Investment Management
Pennsylvania
$5.81M +$1.29M +25,682 +29%
FC
144
FCA Corp
Texas
$5.76M +$10.9K +216 +0.2%
BRWA
145
B. Riley Wealth Advisors
Florida
$5.67M +$559K +11,103 +11%
KNW
146
Kesler Norman & Wride
Utah
$5.59M +$3.37M +66,877 +152%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$5.47M -$437K -8,677 -7%
WPC
148
White Pine Capital
Minnesota
$5.45M +$2.68M +53,315 +97%
HC
149
Hoese & Co
Minnesota
$5.4M +$369K +7,326 +7%
SPIA
150
Steward Partners Investment Advisory
New York
$5.38M -$2.37K -47 -0%
4 5
6
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