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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KNW
126
Kesler Norman & Wride
Utah
$5.31M +$942K +18,618 +22%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$5.28M +$2.64M +52,174 +100%
MSWM
128
Mowery & Schoenfeld Wealth Management
Illinois
$5.28M +$5.28M +104,331 New
EH
129
Equitable Holdings
New York
$5.1M +$2.18M +43,044 +75%
CTA
130
Chesley Taft & Associates
Illinois
$5.07M +$202K +4,000 +4%
CAGAS
131
Capital Advisory Group Advisory Services
Minnesota
$5.01M +$10.7K +211 +0.2%
OPPS
132
Obsidian Personal Planning Solutions
Maryland
$5M +$49K +968 +1%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$4.95M +$411K +8,111 +9%
BWCS
134
Beirne Wealth Consulting Services
Connecticut
$4.87M -$1.33M -26,249 -21%
PAG
135
Private Advisory Group
Washington
$4.86M -$1.12M -22,108 -19%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$4.82M -$5.07M -100,244 -51%
PCIA
137
Prime Capital Investment Advisors
Kansas
$4.63M +$4.63M +91,468 New
HNB
138
Huntington National Bank
Ohio
$4.54M -$3.33M – –
AF
139
Advisornet Financial
Minnesota
$4.45M +$33.5K +661 +0.8%
PIM
140
Penobscot Investment Management
Massachusetts
$4.43M -$84.8K -1,675 -2%
Creative Planning
141
Creative Planning
Kansas
$4.38M -$237K -4,687 -5%
SIA
142
Schechter Investment Advisors
Michigan
$4.35M +$145K +2,858 +3%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$4.32M -$1.22M -24,174 -22%
FHB
144
First Hawaiian Bank
Hawaii
$4.22M -$1.23M -24,336 -23%
WCG
145
Weaver Consulting Group
California
$4.18M +$65.7K +1,298 +2%
SA
146
Scarborough Advisors
Maryland
$4.12M -$155K -3,064 -4%
AWA
147
Arkadios Wealth Advisors
Georgia
$4.04M +$1.26M +24,986 +46%
AAS
148
Avantax Advisory Services
Texas
$3.99M -$270K -5,325 -6%
UFA
149
US Financial Advisors
Massachusetts
$3.99M +$108K +2,128 +3%
ASN
150
Advisory Services Network
Georgia
$3.97M -$1.31M -25,836 -25%
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