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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 %
SWA
501
Stratos Wealth Advisors
Ohio
$228K +$1.28K +25 +0.6%
KAS
502
KPP Advisory Services
Kentucky
$227K – – –
PTC
503
Private Trust Company
Ohio
$227K +$5.62K +110 +3%
Koshinski Asset Management
504
Koshinski Asset Management
Illinois
$225K -$14.3K -280 -6%
EB
505
Exchange Bank
California
$225K +$225K +4,401 New
First Manhattan
506
First Manhattan
New York
$225K – – –
BHBT
507
Burke & Herbert Bank & Trust
Virginia
$224K +$224K +4,385 New
WT
508
Whittier Trust
California
$223K -$9.96K -195 -4%
SPWM
509
Schrum Private Wealth Management
Florida
$222K – – –
RWA
510
Redhawk Wealth Advisors
Minnesota
$220K -$1.07K -21 -0.5%
EWA
511
Elevate Wealth Advisory
Georgia
$218K +$613 +12 +0.3%
WJWM
512
Williams Jones Wealth Management
New York
$217K – – –
EIP
513
Ellis Investment Partners
Pennsylvania
$216K -$10.6K -207 -5%
SWP
514
Summit Wealth Partners
Florida
$213K – – –
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$213K -$75.3K -1,474 -26%
AAM
516
Advisors Asset Management
Colorado
$208K -$96.1K -1,881 -32%
LWANC
517
Laurel Wealth Advisors (North Carolina)
North Carolina
$207K -$3.17K -62 -2%
PA
518
Parallel Advisors
California
$206K +$971 +19 +0.5%
ML
519
McAdam LLC
Pennsylvania
$206K – – –
AA
520
Ancora Advisors
Ohio
$206K +$664 +13 +0.3%
TCWM
521
Total Clarity Wealth Management
Illinois
$204K +$204K +4,001 New
Invesco
522
Invesco
Georgia
$203K -$88.9K -1,740 -30%
LA
523
Lifeworks Advisors
Michigan
$200K -$226K -4,421 -53%
CAL
524
Capital Advisors Ltd
Ohio
$190K -$5.66K -111 -3%
FMTCOCP
525
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$188K +$6.6K +129 +4%
19 20
21
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