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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 %
EWA
401
EP Wealth Advisors
California
$455K +$194K +3,805 +75%
NIWA
402
New Insight Wealth Advisors
California
$445K -$240K -4,705 -35%
HWM
403
Hohimer Wealth Management
Washington
$437K -$17.7K -346 -4%
GSEP
404
Golden State Equity Partners
California
$429K +$429K +8,391 New
NB
405
Northwest Bancshares
Pennsylvania
$428K -$22.3K -436 -5%
BAM
406
BTS Asset Management
Massachusetts
$426K +$67.7K +1,325 +19%
MCM
407
Mattern Capital Management
Colorado
$425K – – –
TCMP
408
Thrive Capital Management (Pennsylvania)
Pennsylvania
$419K +$419K +8,201 New
KDA
409
Kraft Davis & Associates
Missouri
$416K +$25.8K +506 +7%
EL
410
Essex LLC
Illinois
$410K +$410K +8,017 New
CSB
411
City State Bank
Iowa
$403K +$102K +1,995 +34%
SB
412
Strategic Blueprint
Georgia
$398K -$121K -2,375 -23%
FIBT
413
First International Bank & Trust
North Dakota
$396K – – –
CIS
414
Continental Investors Services
Washington
$392K +$3.83K +75 +1%
CFGS
415
Concourse Financial Group Securities
Alabama
$391K +$203K +3,964 +107%
MIH
416
Meitav Investment House
Israel
$388K +$61.3K +1,200 +19%
HCA
417
Heck Capital Advisors
Wisconsin
$388K +$208K +4,063 +115%
BPA
418
Beacon Pointe Advisors
California
$385K -$7.97K -156 -2%
MCI
419
MRP Capital Investments
Georgia
$383K +$383K +7,500 New
USCWA
420
U.S. Capital Wealth Advisors
Texas
$382K – – –
CFIA
421
Cantor Fitzgerald Investment Advisors
New York
$381K +$1.07K +21 +0.3%
BSW
422
Buckingham Strategic Wealth
Missouri
$380K -$1.02M -19,969 -73%
MM
423
Meridian Management
Arkansas
$380K -$85.3K -1,670 -18%
KP
424
Keel Point
Alabama
$378K -$457 -9 -0.1%
CL
425
Choreo LLC
Illinois
$377K +$377K +7,411 New
15 16
17
18 19