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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 %
WI
151
Wintrust Investments
Illinois
$3.96M +$2.72M +53,666 +219%
CIC
152
Canal Insurance Company
South Carolina
$3.95M – – –
SRWM
153
Shira Ridge Wealth Management
California
$3.89M -$142K -2,802 -4%
GRP
154
Global Retirement Partners
California
$3.86M -$2.97M -58,539 -44%
RIA
155
Regal Investment Advisors
Michigan
$3.83M -$7.59K -150 -0.2%
VCA
156
Verdence Capital Advisors
Maryland
$3.8M +$256K +5,056 +7%
MOS
157
MGO One Seven
Ohio
$3.76M -$211K -4,175 -5%
VWA
158
Visionary Wealth Advisors
Illinois
$3.73M -$39.5K -781 -1%
MMA
159
Miracle Mile Advisors
California
$3.7M +$217K +4,287 +6%
SWA
160
Sax Wealth Advisors
New Jersey
$3.67M +$2.77M +54,674 +308%
WI
161
WrapManager Inc
California
$3.67M -$147K -2,897 -4%
BCA
162
Bay Colony Advisors
Massachusetts
$3.62M +$1.38M +27,228 +62%
Comerica Bank
163
Comerica Bank
Texas
$3.6M -$137K -2,702 -4%
OMC
164
Old Mission Capital
Illinois
$3.58M +$3.58M +70,760 New
KWM
165
Kingsview Wealth Management
Oregon
$3.56M -$144K -2,844 -4%
GJIA
166
Glass Jacobson Investment Advisors
Maryland
$3.56M +$286K +5,641 +9%
LG
167
LaFleur & Godfrey
Michigan
$3.55M -$118K -2,328 -3%
AIM
168
Astor Investment Management
Illinois
$3.53M -$327K -6,468 -8%
GC
169
Guidance Capital
Kentucky
$3.5M +$24.9K +491 +0.7%
LCWP
170
Legacy Capital Wealth Partners
Arkansas
$3.46M -$20.8K -411 -0.6%
BCM
171
BlueCrest Capital Management
Jersey
$3.43M -$14.9M -295,055 -81%
ES
172
ETF Store
Kansas
$3.38M +$22.9K +452 +0.7%
IWS
173
Insight Wealth Strategies
California
$3.2M +$209K +4,129 +7%
RAM
174
Riggs Asset Management
Pennsylvania
$3.13M -$152K -3,005 -5%
BCM
175
Brookstone Capital Management
Illinois
$3.12M -$209K -4,136 -6%
5 6
7
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