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iShares Floating Rate Bond ETF
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Overview Fund Activity

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$52.5M
2
CA
Crane Advisory
California
+$49.8M
3
Bank of America
Bank of America
North Carolina
+$33.5M
4
Morgan Stanley
Morgan Stanley
New York
+$19.9M
5
TPWA
TRUE Private Wealth Advisors
Oregon
+$16.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$43.1M
2
BlackRock
BlackRock
New York
-$41.2M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$39.7M
4
AIA
Angeles Investment Advisors
California
-$33.2M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPPLM
326
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$808K -$35.8K -700 -4%
HGA
327
Hobbs Group Advisors
South Carolina
$799K +$799K +15,647 New
PA
328
Pinnacle Associates
New York
$798K +$40.9K +800 +5%
CF
329
Centaurus Financial
California
$795K +$222K +4,344 +39%
DI
330
Disciplined Investments
Oklahoma
$794K -$65.1K -1,275 -8%
KC
331
Knuff & Co
California
$792K +$792K +15,500 New
PFA
332
Professional Financial Advisors
Nebraska
$789K -$69.9K -1,369 -8%
FPAS
333
Focus Partners Advisor Solutions
Missouri
$783K -$7.36K -144 -0.9%
CCM
334
Coldstream Capital Management
Washington
$770K +$15.4K +301 +2%
AA
335
Alesco Advisors
New York
$767K -$312K -6,105 -29%
KWS
336
Keystone Wealth Services
California
$733K -$56.3K -1,102 -7%
WB
337
WesBanco Bank
West Virginia
$725K – – –
PVI
338
Pine Valley Investments
New Jersey
$722K +$10.7K +210 +2%
BA
339
Bellwether Advisors
Nebraska
$715K +$15.1K +295 +2%
TPA
340
Trivium Point Advisory
Connecticut
$713K +$713K +13,960 New
CTC
341
Central Trust Company
Missouri
$711K -$154K -3,013 -18%
MWM
342
MGB Wealth Management
Texas
$707K +$25.5K +500 +4%
RCG
343
Rock Creek Group
District of Columbia
$702K – – –
RA
344
Rise Advisors
New York
$702K -$237K -4,636 -25%
GS
345
GTS Securities
New York
$694K +$694K +13,577 New
CPA
346
Cardiff Park Advisors
California
$692K +$2.3K +45 +0.3%
UAS
347
United Asset Strategies
New York
$690K +$4.04K +79 +0.6%
SFS
348
Sowell Financial Services
Arkansas
$689K +$86.6K +1,697 +14%
DAS
349
Diversify Advisory Services
Utah
$686K +$106K +2,072 +18%
NAM
350
NorthCrest Asset Manangement
Minnesota
$683K +$31.8K +622 +5%
12 13
14
15 16