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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.

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
1
Ameriprise
Minnesota
$151M
2
Northern Trust
2
Northern Trust
Illinois
$187M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$29.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$71.8M
5
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$42.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$419M
2
BCM
2
BlueCrest Capital Management
Jersey
$18.5M
3
SFS
3
Sowell Financial Services
Arkansas
$3.43M
4
DC
4
Davenport & Co
Virginia
$52.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Astor Investment Management
Illinois
$3.87M -$2.44M -47,858 -39%
VFO
152
Virtus Family Office
Texas
$3.87M -$186K -3,656 -5%
RIA
153
Regal Investment Advisors
Michigan
$3.86M +$100K +1,969 +3%
WI
154
WrapManager Inc
California
$3.83M -$174K -3,422 -4%
WC
155
Waterloo Capital
Texas
$3.8M +$3.41M +66,966 +879%
VWA
156
Visionary Wealth Advisors
Illinois
$3.79M +$54.9K +1,079 +1%
Comerica Bank
157
Comerica Bank
Texas
$3.76M +$3.76M +73,904 New
KWM
158
Kingsview Wealth Management
Oregon
$3.73M -$882K -17,336 -19%
LG
159
LaFleur & Godfrey
Michigan
$3.69M -$76.4K -1,501 -2%
PCP
160
Proficio Capital Partners
Massachusetts
$3.67M +$113K +2,230 +3%
AI
161
AXS Investments
New York
$3.66M +$611K +12,000 +20%
PCA
162
Prosperity Capital Advisors
Ohio
$3.63M -$634K -12,457 -15%
VCA
163
Verdence Capital Advisors
Maryland
$3.57M -$65.3K -1,283 -2%
LCWP
164
Legacy Capital Wealth Partners
Arkansas
$3.5M +$3.5M +68,831 New
MMA
165
Miracle Mile Advisors
California
$3.5M +$108K +2,118 +3%
GC
166
Guidance Capital
Kentucky
$3.47M +$63.8K +1,260 +2%
M&T Bank
167
M&T Bank
New York
$3.47M -$5.58M -109,731 -62%
William Blair & Company
168
William Blair & Company
Illinois
$3.44M – – –
BIP
169
Blueprint Investment Partners
North Carolina
$3.43M +$3.43M +67,373 New
SFS
170
Sowell Financial Services
Arkansas
$3.43M -$25.3M -496,384 -88%
ES
171
ETF Store
Kansas
$3.37M +$60.8K +1,199 +2%
BCM
172
Brookstone Capital Management
Illinois
$3.34M -$920K -18,129 -22%
HNB
173
Huntington National Bank
Ohio
$3.33M -$3.51M – –
RAM
174
Riggs Asset Management
Pennsylvania
$3.3M -$159K -3,117 -5%
GJIA
175
Glass Jacobson Investment Advisors
Maryland
$3.29M +$183K +3,605 +6%
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