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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
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 Holding Trade Value Shares
Change 		Shares
Change %
CSC
526
Cove Street Capital
California
$112K – – –
WBC
527
West Branch Capital
Massachusetts
$109K +$1.07K +21 +1%
CLOS
528
Compagnie Lombard Odier SCmA
Switzerland
$102K – – –
CAL
529
Capital Analysts LLC
Pennsylvania
$101K -$62.7K -1,227 -38%
AIP
530
Ameritas Investment Partners
Nebraska
$101K -$1.28K -25 -1%
LI
531
LRI Investments
Florida
$100K +$100K +1,960 New
PPWM
532
PFG Private Wealth Management
Florida
$99.8K – – –
GCM
533
Gables Capital Management
Florida
$99.4K +$99.4K +1,946 New
GEA
534
Glen Eagle Advisors
New Jersey
$96.5K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$90.6K – – –
FRA
536
Front Row Advisors
California
$86.6K +$11.3K +222 +15%
SWM
537
Sanctuary Wealth Management
Idaho
$68K -$20.4K -399 -23%
DJSG
538
D.J. St. Germain
Massachusetts
$67.8K – – –
FFA
539
Founders Financial Alliance
North Carolina
$65.5K +$65.5K +1,284 New
LFA
540
LGT Financial Advisors
Texas
$62.4K +$562 +11 +0.9%
MHR
541
Matthew Hamilton Rosenberg
$57.4K – – –
SWM
542
Sugarloaf Wealth Management
Georgia
$55.8K +$511 +10 +0.9%
RL
543
Rogco LP
Oklahoma
$52.6K – – –
BTI
544
Blue Trust Inc
Georgia
$52.1K +$51.6K +1,010 +10,100%
IA
545
IFS Advisors
Kansas
$51.1K – – –
BFA
546
BBJS Financial Advisors
Washington
$50.7K – – –
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$50.1K -$65.6K -1,284 -57%
CFB
548
Cullen/Frost Bankers
Texas
$45.7K – – –
AAP
549
Arax Advisory Partners
Colorado
$36.1K -$4.8K -94 -12%
HGERS
550
Householder Group Estate & Retirement Specialist
Arizona
$35.9K -$1.53K -30 -4%
20 21
22
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