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iShares Floating Rate Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-23
Holders Change %
-3.69%
% of All Funds
8.71%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.51%
New
53
Increased
227
Reduced
234
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$55.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.2M
3
Jane Street
Jane Street
New York
+$27.1M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$25.1M
5
TAM
TCP Asset Management
Ohio
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$215M
2
BlackRock
BlackRock
New York
-$80.1M
3
AWM
Apollon Wealth Management
South Carolina
-$27.8M
4
Bank of America
Bank of America
North Carolina
-$24.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
276
Clear Point Advisors
New York
$1.22M -$9.96K -195 -0.8%
Wealth Enhancement Advisory Services
277
Wealth Enhancement Advisory Services
Minnesota
$1.22M -$1.3M -25,523 -52%
Principal Financial Group
278
Principal Financial Group
Iowa
$1.2M -$1.61M -31,500 -57%
JPLA
279
Joseph P. Lucia & Associates
New York
$1.18M -$36K -705 -3%
ARC
280
Advisor Resource Council
Texas
$1.16M +$1.16M +22,976 New
RG
281
Retirement Group
California
$1.16M +$1.06M +20,757 +1,052%
AWE
282
Avidian Wealth Enterprises
Texas
$1.16M +$75.6K +1,481 +7%
WWM
283
Western Wealth Management
Colorado
$1.14M +$21.6K +423 +2%
CWS
284
Cypress Wealth Services
California
$1.13M – – –
KPWS
285
Kestra Private Wealth Services
Texas
$1.11M +$124K +2,422 +13%
AWM
286
Apollon Wealth Management
South Carolina
$1.11M -$27.8M -544,842 -96%
MWP
287
MYCIO Wealth Partners
Pennsylvania
$1.1M – – –
FA
288
Forefront Analytics
Pennsylvania
$1.09M +$10.7K +209 +1%
SF
289
Synovus Financial
Georgia
$1.09M -$63.7K -1,248 -6%
PFP
290
Pinnacle Financial Partners
Tennessee
$1.09M +$5.51K +108 +0.5%
WAM
291
WNY Asset Management
New York
$1.09M -$57.9K -1,134 -5%
H
292
HoyleCohen
California
$1.08M +$73.8K +1,446 +7%
AA
293
Alesco Advisors
New York
$1.08M – – –
IWN
294
Independent Wealth Network
Iowa
$1.08M -$96.5K -1,889 -8%
SC
295
Syon Capital
California
$1.08M -$1.21M -23,620 -53%
CWM
296
Connecticut Wealth Management
Connecticut
$1.07M – – –
PCM
297
Parsons Capital Management
Rhode Island
$1.03M -$117K -2,290 -10%
VWM
298
Venturi Wealth Management
Texas
$1.02M – – –
BFC
299
Blue Fin Capital
Rhode Island
$1M +$62.1K +1,216 +7%
FA
300
Flagstar Advisors
New York
$996K +$169K +3,319 +21%
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