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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 %
Lido Advisors
201
Lido Advisors
California
$3.63M +$52.8K +1,050 +1%
AAS
202
Avantax Advisory Services
Texas
$3.53M -$1.23M -24,389 -26%
DWP
203
Destiny Wealth Partners
Florida
$3.52M +$99.4K +1,975 +3%
MAM
204
MMA Asset Management
Pennsylvania
$3.49M +$433K +8,613 +14%
ES
205
ETF Store
Kansas
$3.48M -$169K -3,332 -5%
RWPA
206
Richard W. Paul & Associates
Michigan
$3.47M +$3.47M +68,972 New
UFA
207
US Financial Advisors
Massachusetts
$3.42M -$68.6K -1,362 -2%
HWM
208
Hohimer Wealth Management
Washington
$3.33M +$2.93M +58,175 +720%
SCA
209
Snowden Capital Advisors
New York
$3.28M -$277K -5,494 -8%
WIC
210
Woodmont Investment Counsel
Tennessee
$3.22M -$183K -3,629 -5%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$3.2M +$346K +6,883 +12%
PAG
212
Private Advisory Group
Washington
$3.16M -$98.1K -1,950 -3%
FUBT
213
First United Bank & Trust
Maryland
$3.08M -$482K -9,580 -14%
LOPW
214
Live Oak Private Wealth
North Carolina
$3.04M -$546K -10,841 -15%
VRM
215
Vectors Research Management
New York
$3.02M -$52.2K -1,038 -2%
PGAM
216
Princeton Global Asset Management
New Jersey
$3M -$75.8K -1,506 -2%
KC
217
Knuff & Co
California
$2.99M -$1.67M -33,205 -36%
HC
218
HNP Capital
New York
$2.93M -$97.3K -1,933 -3%
MMA
219
Miracle Mile Advisors
California
$2.93M +$2.93M +58,171 New
MCA
220
MSH Capital Advisors
Arizona
$2.9M +$701K +13,921 +32%
GJIA
221
Glass Jacobson Investment Advisors
Maryland
$2.86M +$2.86M +56,847 New
RFC
222
Regions Financial Corp
Alabama
$2.86M -$904K -17,959 -24%
BOC
223
Bull Oak Capital
California
$2.82M +$651K +12,926 +30%
CAAS
224
Capital Asset Advisory Services
Michigan
$2.81M +$371K +7,375 +15%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$2.79M +$289K +5,747 +12%
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