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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 %
OPWM
176
Oxinas Partners Wealth Management
Indiana
$3.22M -$225K -4,430 -7%
ACI
177
Alpha Cubed Investments
California
$3.12M -$588K -11,557 -16%
CS
178
Comerica Securities
Michigan
$3.11M -$611 -12 -0%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$3.11M -$150K -2,942 -5%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$3.1M -$9.62K -189 -0.3%
IWS
181
Insight Wealth Strategies
California
$3.01M -$17.5M -343,482 -85%
SWM
182
Seed Wealth Management
Illinois
$2.96M -$389K -7,645 -12%
HPM
183
Hudson Portfolio Management
New York
$2.94M +$104K +2,050 +4%
EH
184
Equitable Holdings
New York
$2.94M +$911K +17,901 +45%
RFN
185
RDA Financial Network
Iowa
$2.94M +$50.3K +988 +2%
PGAM
186
Princeton Global Asset Management
New Jersey
$2.89M -$126K -2,485 -4%
BA
187
Bluesphere Advisors
Pennsylvania
$2.86M +$360K +7,074 +14%
WFPG
188
Waller Financial Planning Group
Ohio
$2.8M -$68.2K -1,340 -2%
AWA
189
Arkadios Wealth Advisors
Georgia
$2.79M +$446K +8,755 +19%
AWM
190
Axxcess Wealth Management
California
$2.78M +$2.78M +54,719 New
CAAS
191
Capital Asset Advisory Services
Michigan
$2.77M -$38.4K -758 -1%
KAS
192
Kestra Advisory Services
Texas
$2.77M -$242K -4,752 -8%
Kovitz Investment Group Partners
193
Kovitz Investment Group Partners
Illinois
$2.67M +$369K +7,242 +16%
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$2.66M +$2.39M +47,038 +900%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$2.66M -$646K -12,695 -20%
SPWM
196
Spartan Planning & Wealth Management
North Carolina
$2.63M +$2.63M +51,588 New
CA
197
Cetera Advisors
Colorado
$2.59M +$75.4K +1,481 +3%
VRM
198
Vectors Research Management
New York
$2.59M -$90.4K -1,824 -3%
FHA
199
Flagship Harbor Advisors
Massachusetts
$2.58M -$44.8K -880 -2%
TF
200
Trek Financial
Arizona
$2.55M -$1.64M -32,236 -39%
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