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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$427M 8,436,394 +4,401,629 +109%
Bank of America
2
Bank of America
North Carolina
$388M 7,655,499 -573,474 -7%
BlackRock
3
BlackRock
New York
$364M 7,197,409 +363,653 +5%
Northern Trust
4
Northern Trust
Illinois
$218M 4,310,607 +636,112 +17%
Franklin Resources
5
Franklin Resources
California
$178M 3,523,793 -142,584 -4%
NYLIM
6
New York Life Investment Management
New York
$159M 3,132,206 -31,819 -1%
LPL Financial
7
LPL Financial
California
$152M 3,010,126 -109,919 -4%
UBS Group
8
UBS Group
Switzerland
$146M 2,884,323 -230,589 -7%
AssetMark Inc
9
AssetMark Inc
California
$123M 2,435,420 +258,033 +12%
Wells Fargo
10
Wells Fargo
California
$120M 2,379,240 -99,639 -4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$114M 2,259,899 +292,597 +15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$107M 2,111,100 -532,671 -20%
GT
13
Glenview Trust
Kentucky
$92.3M 1,823,305 +86,279 +5%
Renaissance Technologies
14
Renaissance Technologies
New York
$76.6M 1,513,400 +583,500 +63%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$73.9M 1,460,838 -109,900 -7%
Ameriprise
16
Ameriprise
Minnesota
$68M 1,341,765 -1,618,120 -55%
HTC
17
Haverford Trust Company
Pennsylvania
$57M 1,126,464 +53,561 +5%
DC
18
Davenport & Co
Virginia
$52.4M 1,034,179 +8,904 +0.9%
AWMS
19
Advocacy Wealth Management Services
Georgia
$51.8M 1,022,341 -213,402 -17%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$51.6M 1,019,434 +236,356 +30%
Osaic Holdings
21
Osaic Holdings
Arizona
$48M 947,675 -463,028 -33%
Truist Financial
22
Truist Financial
North Carolina
$46.5M 918,378 +5,199 +0.6%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$46.2M 912,299 +124,941 +16%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$46M 908,279 +49,500 +6%
B
25
Barings
North Carolina
$44.7M 884,000 -147,000 -14%
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