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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 %
SFS
201
Sowell Financial Services
Arkansas
$2.39M -$1.02M -20,210 -30%
IA
202
IFP Advisors
Florida
$2.38M +$1.98M +39,162 +493%
JIP
203
Jaffetilchin Investment Partners
Florida
$2.38M +$7.39K +146 +0.3%
RFC
204
Regions Financial Corp
Alabama
$2.38M -$35.9K -710 -1%
CCM
205
Crabel Capital Management
California
$2.34M +$1.73M +34,236 +287%
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$2.3M -$3.26M -64,498 -59%
VFO
207
Virtus Family Office
Texas
$2.3M -$1.55M -30,624 -40%
OPWM
208
Oxinas Partners Wealth Management
Indiana
$2.28M -$917K -18,121 -29%
Toronto Dominion Bank
209
Toronto Dominion Bank
Ontario, Canada
$2.28M +$2.28M +45,000 New
SC
210
Syon Capital
California
$2.26M +$1.31M +25,905 +138%
BRWA
211
B. Riley Wealth Advisors
Florida
$2.26M -$3.94M -77,886 -64%
Bank of New York Mellon
212
Bank of New York Mellon
New York
$2.26M -$828K -16,348 -27%
FAIM
213
Financial Advocates Investment Management
Washington
$2.26M +$1.43M +21,973 +172%
WC
214
Waterloo Capital
Texas
$2.25M -$1.53M -30,156 -40%
DWP
215
Destiny Wealth Partners
Florida
$2.23M -$78.1K -1,541 -3%
FHA
216
Flagship Harbor Advisors
Massachusetts
$2.23M -$334K -6,593 -13%
SCA
217
Snowden Capital Advisors
New York
$2.23M -$99.1K -1,957 -4%
EGA
218
Eagle Global Advisors
Texas
$2.22M +$513K +10,140 +30%
BA
219
Bluesphere Advisors
Pennsylvania
$2.18M -$666K -13,159 -23%
BFO
220
Boston Family Office
Massachusetts
$2.16M -$134K -2,642 -6%
BIA
221
Bigelow Investment Advisors
Maine
$2.13M -$861 -17 -0%
FFA
222
Farther Finance Advisors
California
$2.05M +$877K +17,318 +75%
AI
223
AXS Investments
New York
$2.02M -$1.62M -32,000 -44%
RC
224
Roundview Capital
New Jersey
$2.02M -$6.95M -137,334 -77%
OCM
225
One Capital Management
California
$1.99M -$263K -5,205 -12%
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