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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
1
Northern Trust
Illinois
$266M
2
CA
2
Crane Advisory
California
$50M
3
Bank of America
3
Bank of America
North Carolina
$400M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$58.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.43M
2
BlackRock
2
BlackRock
New York
$246M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$8.08M
4
AIA
4
Angeles Investment Advisors
California
$43M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Angeles Investment Advisors
California
$43M -$33.2M -649,500 -44%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$39.2M +$686K +13,421 +2%
DFG
28
Demars Financial Group
Washington
$37.6M -$530K -10,383 -1%
MML Investors Services
29
MML Investors Services
Massachusetts
$35.6M +$740K +14,485 +2%
NA
30
NewEdge Advisors
Louisiana
$34.9M +$6.45M +126,200 +23%
TCM
31
Towercrest Capital Management
Pennsylvania
$33.5M +$1.62M +31,650 +5%
TNBTD
32
Trustmark National Bank Trust Department
Mississippi
$33.4M +$1.03M +20,173 +3%
DPI
33
Diversified Portfolios Inc
Michigan
$31.6M +$11.9M +232,798 +60%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$30.8M -$1.04M -20,334 -3%
Osaic Holdings
35
Osaic Holdings
Arizona
$29.9M -$4.81M -94,198 -14%
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$29.1M +$1.29M +25,228 +5%
BBVA
37
Banco Bilbao Vizcaya Argentaria
Spain
$28.3M +$4.39M +85,902 +18%
MWM
38
Modera Wealth Management
New Jersey
$27.6M -$2.08M -40,780 -7%
Goldman Sachs
39
Goldman Sachs
New York
$23.8M -$78.3K -1,533 -0.3%
DWM
40
Destination Wealth Management
California
$23.7M -$30.6K -599 -0.1%
Stifel Financial
41
Stifel Financial
Missouri
$23.1M +$4.4M +86,118 +24%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$22.4M +$2.53M +49,600 +13%
CCFCSB
43
Cape Cod Five Cents Savings Bank
Massachusetts
$22.3M -$738K -14,446 -3%
WJA
44
Willis Johnson & Associates
Texas
$20.9M +$1.75M +34,269 +9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$20.8M +$2.06M +40,320 +11%
Comerica Bank
46
Comerica Bank
Texas
$18.7M +$15M +293,549 +406%
SPC
47
Sigma Planning Corp
Michigan
$18.1M -$847K -16,573 -4%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$16.8M -$655K -12,822 -4%
LWM
49
LJI Wealth Management
Indiana
$16.8M +$957K +18,735 +6%
AWS
50
Atria Wealth Solutions
New York
$16.6M -$984K -19,261 -6%
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