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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
BlackRock
New York
$325M
2
Northern Trust
Northern Trust
Illinois
$138M
3
BCM
BlueCrest Capital Management
Jersey
$46.1M
4
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$33.4M
5
AIM
Astor Investment Management
Illinois
$35.5M

Top Sellers

1
AF
Allworth Financial
California
$18.4M
2
Bank of America
Bank of America
North Carolina
$590M
3
AWA
Arete Wealth Advisors
Illinois
$466M
4
ACI
Alpha Cubed Investments
California
$7.11M
5
GT
Glenview Trust
Kentucky
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TB
151
Treynor Bancshares
Iowa
$5.36M +$774K +15,370 +17%
FAM
152
Forte Asset Management
New York
$5.22M +$275K +5,468 +6%
CFGS
153
Concourse Financial Group Securities
Alabama
$5.2M -$345K -6,846 -6%
BWCS
154
Beirne Wealth Consulting Services
Connecticut
$5.12M -$261K -5,191 -5%
MIA
155
MMBG Investment Advisors
Florida
$5.09M -$68.4K -1,360 -1%
RWA
156
Redhawk Wealth Advisors
Minnesota
$5.09M +$90.9K +1,807 +2%
SC
157
Sierra Capital
Florida
$5.08M +$123K +2,452 +2%
FHB
158
First Hawaiian Bank
Hawaii
$5.08M +$4.1M +81,482 +421%
MOS
159
MGO One Seven
Ohio
$4.99M -$2.15M -42,657 -30%
BAM
160
Belpointe Asset Management
Nevada
$4.97M -$3.67M -72,841 -42%
FHA
161
Flagship Harbor Advisors
Massachusetts
$4.91M +$2.04M +40,574 +71%
WSTAM
162
Wilbanks Smith & Thomas Asset Management
Virginia
$4.9M -$1.09M -21,593 -18%
FAT
163
First American Trust
California
$4.84M +$3.37M +66,879 +229%
SWM
164
Seed Wealth Management
Illinois
$4.83M +$4.83M +96,065 New
VCA
165
Verdence Capital Advisors
Maryland
$4.74M -$17.6M -350,366 -79%
William Blair & Company
166
William Blair & Company
Illinois
$4.62M – – –
UCFA
167
United Capital Financial Advisors
Texas
$4.6M +$659K +13,097 +17%
FFG
168
Frisch Financial Group
New York
$4.56M -$34.5K -685 -0.8%
WI
169
WrapManager Inc
California
$4.56M -$366K -7,273 -7%
CAGAS
170
Capital Advisory Group Advisory Services
Minnesota
$4.55M -$136K -2,700 -3%
GM
171
GeoWealth Management
Illinois
$4.54M +$3.77M +74,914 +487%
GRP
172
Global Retirement Partners
California
$4.5M +$137K +2,718 +3%
LG
173
Leuthold Group
Minnesota
$4.47M -$2.37M -47,083 -35%
SA
174
Scarborough Advisors
Maryland
$4.41M -$102K -2,018 -2%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$4.39M +$47.8K +951 +1%
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