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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 %
IFA
476
Interactive Financial Advisors
Illinois
$249K -$761K -14,900 -75%
SWM
477
Seaside Wealth Management
California
$248K +$2.4K +47 +1%
CWP
478
CFM Wealth Partners
Texas
$248K – – –
CA
479
CoreCap Advisors
Michigan
$246K +$21.7K +424 +10%
Koshinski Asset Management
480
Koshinski Asset Management
Illinois
$240K +$240K +4,703 New
RWM
481
RBA Wealth Management
California
$237K -$6.23K -122 -3%
SFG
482
Summit Financial Group
West Virginia
$234K -$211K -4,127 -47%
IA
483
Insight Advisors
Pennsylvania
$233K -$29.2K -571 -11%
WT
484
Whittier Trust
California
$233K -$837K -16,385 -78%
TA
485
TrueWealth Advisors
Alabama
$232K – – –
IAG
486
Investment Advisory Group
Massachusetts
$230K – – –
FHA
487
First Horizon Advisors
Tennessee
$229K +$197K +3,862 +616%
KAS
488
KPP Advisory Services
Kentucky
$227K +$227K +4,450 New
SWA
489
Stratos Wealth Advisors
Ohio
$226K -$27.2K -533 -11%
EIP
490
Ellis Investment Partners
Pennsylvania
$226K -$23.6K -463 -9%
First Manhattan
491
First Manhattan
New York
$224K – – –
ERIC
492
Eagle Rock Investment Company
Georgia
$222K +$222K +4,354 New
FFS
493
Founders Financial Securities
Maryland
$222K +$222K +4,344 New
SPWM
494
Schrum Private Wealth Management
Florida
$222K – – –
PTC
495
Private Trust Company
Ohio
$221K +$12.3K +240 +6%
RWA
496
Redhawk Wealth Advisors
Minnesota
$221K +$1.07K +21 +0.5%
EWA
497
Elevate Wealth Advisory
Georgia
$218K -$180K -3,527 -45%
WJWM
498
Williams Jones Wealth Management
New York
$217K – – –
RCAG
499
Rehmann Capital Advisory Group
Michigan
$213K -$148K -2,905 -41%
SWP
500
Summit Wealth Partners
Florida
$213K – – –
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