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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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
Minnesota
$151M
2
Northern Trust
Northern Trust
Illinois
$187M
3
TPWA
TRUE Private Wealth Advisors
Oregon
$29.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$71.8M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$42.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$419M
2
BCM
BlueCrest Capital Management
Jersey
$18.5M
3
SFS
Sowell Financial Services
Arkansas
$3.43M
4
DC
Davenport & Co
Virginia
$52.2M
5
Morgan Stanley
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
126
Capital Advisory Group Advisory Services
Minnesota
$5.02M -$398K -7,822 -7%
OPPS
127
Obsidian Personal Planning Solutions
Maryland
$4.98M +$4.98M +97,799 New
CTA
128
Chesley Taft & Associates
Illinois
$4.89M +$335K +6,575 +7%
OPAM
129
Ocean Park Asset Management
California
$4.77M +$4.77M +93,800 New
Creative Planning
130
Creative Planning
Kansas
$4.64M -$1.67M -32,754 -26%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$4.57M +$141K +2,761 +3%
PIM
132
Penobscot Investment Management
Massachusetts
$4.54M +$3.01M +59,234 +198%
AF
133
Advisornet Financial
Minnesota
$4.44M +$18.1K +356 +0.4%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$4.39M +$4.39M +86,350 New
KNW
135
Kesler Norman & Wride
Utah
$4.39M -$185K -3,627 -4%
SA
136
Scarborough Advisors
Maryland
$4.3M -$78.9K -1,550 -2%
BPC
137
Banque Pictet & Cie
Switzerland
$4.3M +$2.88M +56,500 +202%
AAS
138
Avantax Advisory Services
Texas
$4.29M -$344K -6,769 -7%
SIA
139
Schechter Investment Advisors
Michigan
$4.23M -$34.2K -672 -0.8%
WMR
140
Wealth Management Resources
Rhode Island
$4.2M -$254K -4,998 -6%
WAM
141
WealthTrust Asset Management
Florida
$4.19M +$4.19M +82,280 New
RSS
142
Rosenblum Silverman Sutton
California
$4.14M +$487K +9,575 +13%
WCG
143
Weaver Consulting Group
California
$4.14M -$139K -2,732 -3%
FF
144
Friedenthal Financial
New Jersey
$4.08M +$173K +3,398 +4%
SRWM
145
Shira Ridge Wealth Management
California
$4.05M -$796K -15,647 -16%
BS
146
Banco Santander
Spain
$4M +$1.45M +28,488 +57%
MOS
147
MGO One Seven
Ohio
$3.99M +$1.99M +39,157 +100%
CIC
148
Canal Insurance Company
South Carolina
$3.97M – – –
ST
149
Smithfield Trust
Pennsylvania
$3.92M +$116K +2,272 +3%
UFA
150
US Financial Advisors
Massachusetts
$3.9M +$368K +7,240 +10%
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6
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