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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 %
ST
376
Smithfield Trust
Pennsylvania
$558K – – –
TC
377
TAP Consulting
Missouri
$555K -$2.38M -46,606 -81%
FFS
378
Founders Financial Securities
Maryland
$554K +$332K +6,505 +150%
LA
379
LexAurum Advisors
Kansas
$551K +$240K +4,701 +77%
SPFA
380
Summit Place Financial Advisors
New Jersey
$551K -$102K -2,000 -16%
EBA
381
Eagle Bay Advisors
New York
$544K – – –
PG
382
Patten Group
Tennessee
$542K +$542K +10,609 New
CAC
383
Certified Advisory Corp
Florida
$540K +$76.4K +1,496 +16%
PIA
384
Powell Investment Advisors
Florida
$527K -$239K -4,676 -31%
VC
385
Vicus Capital
Pennsylvania
$518K +$117K +2,281 +29%
FFG
386
Frisch Financial Group
New York
$515K -$2.66K -52 -0.5%
LGA
387
Lebenthal Global Advisors
New York
$510K -$128K -2,508 -20%
CTWM
388
Cherry Tree Wealth Management
Minnesota
$498K +$920 +18 +0.2%
IFO
389
Independent Family Office
New York
$479K – – –
AIC
390
Argus Investors Counsel
New York
$470K – – –
TDC
391
Thompson Davis & Co
Virginia
$470K +$64.1K +1,255 +16%
AI
392
Atria Investments
North Carolina
$470K +$470K +9,198 New
MSFS
393
Main Street Financial Solutions
Pennsylvania
$467K +$766 +15 +0.2%
HCM
394
Hutchinson Capital Management
California
$465K – – –
COCM
395
Charter Oak Capital Management
New Hampshire
$463K -$60.9K -1,193 -12%
FDCDDQ
396
Federation des caisses Desjardins du Quebec
Quebec, Canada
$461K -$76.6K -1,500 -14%
WWM
397
WJ Wealth Management
Arizona
$460K – – –
STA
398
Smith Thornton Advisors
Alabama
$460K +$460K +8,995 New
MFG
399
Merit Financial Group
Georgia
$458K -$9.5K -186 -2%
TC
400
Trilogy Capital
California
$455K +$455K +8,909 New
14 15
16
17 18