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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 %
SAM
201
Securian Asset Management
Minnesota
$2.54M – – –
Principal Financial Group
202
Principal Financial Group
Iowa
$2.49M -$2.34M -46,000 -48%
AAS
203
Ameritas Advisory Services
Nebraska
$2.44M +$2.17M +42,694 +816%
RFC
204
Regions Financial Corp
Alabama
$2.43M -$116K -2,281 -5%
IAN
205
Integrated Advisors Network
Texas
$2.41M -$108K -2,121 -4%
FAP
206
Financial Advisory Partners
Florida
$2.39M -$1.86M -36,558 -44%
JIP
207
Jaffetilchin Investment Partners
Florida
$2.39M +$19.5K +383 +0.8%
SCA
208
Snowden Capital Advisors
New York
$2.34M -$296K -5,812 -11%
CB
209
Cadence Bank
Mississippi
$2.33M +$28.2K +555 +1%
DWP
210
Destiny Wealth Partners
Florida
$2.32M -$754K -14,821 -25%
ACM
211
AlphaStar Capital Management
North Carolina
$2.31M +$893K +17,551 +63%
BFO
212
Boston Family Office
Massachusetts
$2.3M +$95.3K +1,873 +4%
OCM
213
One Capital Management
California
$2.27M -$12.6K -248 -0.6%
BCA
214
Bay Colony Advisors
Massachusetts
$2.25M +$2.05M +40,255 +1,016%
EWA
215
EverSource Wealth Advisors
Alabama
$2.22M -$1.18M -23,157 -35%
OWA
216
Octavia Wealth Advisors
Ohio
$2.21M -$1.26M -24,674 -36%
BIA
217
Bigelow Investment Advisors
Maine
$2.14M -$29.6K -582 -1%
DIA
218
Davidson Investment Advisors
Montana
$2.07M +$24.4K +479 +1%
AI
219
Atria Investments
North Carolina
$2.07M +$121K +2,385 +6%
PCA
220
Providence Capital Advisors
North Carolina
$2.06M +$18.7K +368 +0.9%
AC
221
AlphaCore Capital
California
$1.92M – – –
DG
222
DMC Group
Alabama
$1.91M -$7.58K -149 -0.4%
GKWIM
223
Gerber Kawasaki Wealth & Investment Management
California
$1.88M +$436K +8,566 +30%
SF
224
Summit Financial
New Jersey
$1.85M -$54.1K -1,064 -3%
MFG
225
Monumental Financial Group
Maryland
$1.85M +$72.9K +1,433 +4%
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