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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.

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
1
Angeles Investment Advisors
California
$76.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$43.8M
3
Jane Street
3
Jane Street
New York
$44.5M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.8M
5
TAM
5
TCP Asset Management
Ohio
$14.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$216M
2
BlackRock
2
BlackRock
New York
$287M
3
AWM
3
Apollon Wealth Management
South Carolina
$1.11M
4
Bank of America
4
Bank of America
North Carolina
$366M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$43.8M 857,542 +689,212 +409%
TPWA
27
TRUE Private Wealth Advisors
Oregon
$41.7M 816,830 +1,344 +0.2%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$38.5M 753,503 -14,265 -2%
DFG
29
Demars Financial Group
Washington
$38.1M 746,686 -24,942 -3%
MML Investors Services
30
MML Investors Services
Massachusetts
$34.9M 683,242 +50,346 +8%
Osaic Holdings
31
Osaic Holdings
Arizona
$34.7M 678,629 -269,046 -28%
TNBTD
32
Trustmark National Bank Trust Department
Mississippi
$32.4M 633,800 -56,684 -8%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$31.9M 623,969 -395,465 -39%
TCM
34
Towercrest Capital Management
Pennsylvania
$31.8M 623,098 +35,556 +6%
MWM
35
Modera Wealth Management
New Jersey
$29.6M 580,154 -251,503 -30%
NA
36
NewEdge Advisors
Louisiana
$28.4M 556,957 +30,984 +6%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$27.8M 544,498 +492,188 +941%
CAN
38
Cetera Advisor Networks
California
$25.6M 500,684 +48,237 +11%
Goldman Sachs
39
Goldman Sachs
New York
$23.8M 466,621 -39,189 -8%
BBVA
40
Banco Bilbao Vizcaya Argentaria
Spain
$23.8M 467,077 +30,553 +7%
DWM
41
Destination Wealth Management
California
$23.7M 464,755 +3,272 +0.7%
IWC
42
Integrated Wealth Concepts
Massachusetts
$23.3M 455,395 +16,018 +4%
CCFCSB
43
Cape Cod Five Cents Savings Bank
Massachusetts
$23M 450,828 +9,986 +2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$19.8M 387,907 -15,643 -4%
DPI
45
Diversified Portfolios Inc
Michigan
$19.7M 385,168 +185,617 +93%
WJA
46
Willis Johnson & Associates
Texas
$19.1M 375,009 +14,320 +4%
SPC
47
Sigma Planning Corp
Michigan
$18.9M 371,010 +201,575 +119%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$18.7M 366,536 -2,165 -0.6%
Stifel Financial
49
Stifel Financial
Missouri
$18.7M 366,229 -31,136 -8%
RWM
50
Rezny Wealth Management
Florida
$18M 352,600 -13,835 -4%
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