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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.

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
1
Ameriprise
Minnesota
$151M
2
Northern Trust
2
Northern Trust
Illinois
$187M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$29.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$71.8M
5
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$42.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$419M
2
BCM
2
BlueCrest Capital Management
Jersey
$18.5M
3
SFS
3
Sowell Financial Services
Arkansas
$3.43M
4
DC
4
Davenport & Co
Virginia
$52.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$205M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$419M 8,228,973 -759,768 -8%
BlackRock
2
BlackRock
New York
$348M 6,833,756 -44,288 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$205M 4,034,765 -344,108 -8%
Northern Trust
4
Northern Trust
Illinois
$187M 3,674,495 +712,205 +24%
Franklin Resources
5
Franklin Resources
California
$187M 3,666,377 -51,557 -1%
NYLIM
6
New York Life Investment Management
New York
$161M 3,164,025 -134,547 -4%
LPL Financial
7
LPL Financial
California
$159M 3,120,045 +156,029 +5%
UBS Group
8
UBS Group
Switzerland
$159M 3,114,912 -273,130 -8%
Ameriprise
9
Ameriprise
Minnesota
$151M 2,959,885 +1,804,501 +156%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$135M 2,643,771 -237,215 -8%
Wells Fargo
11
Wells Fargo
California
$126M 2,478,879 +180,358 +8%
AssetMark Inc
12
AssetMark Inc
California
$111M 2,177,387 -26,774 -1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$100M 1,967,302 -15,395 -0.8%
GT
14
Glenview Trust
Kentucky
$88.4M 1,737,026 +25,560 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$79.9M 1,570,738 +75,839 +5%
Osaic Holdings
16
Osaic Holdings
Arizona
$71.8M 1,410,703 +439,516 +45%
AWMS
17
Advocacy Wealth Management Services
Georgia
$62.9M 1,235,743 +118,138 +11%
HTC
18
Haverford Trust Company
Pennsylvania
$54.6M 1,072,903 +23,381 +2%
B
19
Barings
North Carolina
$52.5M 1,031,000 – –
DC
20
Davenport & Co
Virginia
$52.2M 1,025,275 -387,897 -27%
Renaissance Technologies
21
Renaissance Technologies
New York
$47.3M 929,900 +294,900 +46%
Truist Financial
22
Truist Financial
North Carolina
$46.5M 913,179 +43,259 +5%
MWM
23
Modera Wealth Management
New Jersey
$45M 885,076 +34,971 +4%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$43.7M 858,779 +33,644 +4%
DFG
25
Demars Financial Group
Washington
$43.2M 848,394 +31,599 +4%
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