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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
$76.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$43.8M
3
Jane Street
Jane Street
New York
$44.5M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$27.8M
5
TAM
TCP Asset Management
Ohio
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$216M
2
BlackRock
BlackRock
New York
$287M
3
AWM
Apollon Wealth Management
South Carolina
$1.11M
4
Bank of America
Bank of America
North Carolina
$366M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATI
451
ARK & TLK Investments
Oklahoma
$293K -$226K -4,422 -44%
Invesco
452
Invesco
Georgia
$292K -$95.2K -1,864 -25%
GFG
453
Greystone Financial Group
Michigan
$290K -$16.4M -320,229 -98%
HWM
454
Howard Wealth Management
Connecticut
$289K -$37K -725 -11%
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$288K +$288K +5,640 New
VHAM
456
Van Hulzen Asset Management
California
$287K +$15K +295 +6%
FFN
457
Focus Financial Network
Minnesota
$283K +$8.93K +175 +3%
PJSIMP
458
P.J. Schmidt Investment Management (PJS)
Wisconsin
$274K +$274K +5,362 New
CWA
459
Clarus Wealth Advisors
Arizona
$273K – – –
NGA
460
Naples Global Advisors
Florida
$270K +$10.2K +200 +4%
CASC
461
Coppell Advisory Solutions Corp
Texas
$265K +$265K +5,186 New
RWM
462
Revisor Wealth Management
Ohio
$264K +$20.8K +408 +9%
IPW
463
Inlet Private Wealth
Florida
$263K -$460 -9 -0.2%
BCV
464
Banque Cantonale Vaudoise
Switzerland
$262K +$69.1K +1,355 +36%
EWA
465
EP Wealth Advisors
California
$260K -$3.63K -71 -1%
PFS
466
Prospera Financial Services
Texas
$260K -$18.4K -360 -7%
MLIC
467
Mandatum Life Insurance Company
Finland
$258K – – –
AA
468
Addison Advisors
Vermont
$258K – – –
WA
469
Wealthstar Advisors
Texas
$257K – – –
Fidelity Investments
470
Fidelity Investments
Massachusetts
$256K -$126K -2,473 -33%
SIC
471
Salem Investment Counselors
North Carolina
$256K -$52.1K -1,020 -17%
FLA
472
Financial Life Advisors
Texas
$256K +$817 +16 +0.3%
MC
473
Middleton & Co
Massachusetts
$255K – – –
WTC
474
WhitTier Trust Company
Nevada
$253K – – –
BFA
475
Beaumont Financial Advisors
Massachusetts
$251K -$15.1K -295 -6%
17 18
19
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