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

Top Sellers

1
Jane Street
Jane Street
New York
$1.43M
2
BlackRock
BlackRock
New York
$246M
3
AWMS
Advocacy Wealth Management Services
Georgia
$8.08M
4
AIA
Angeles Investment Advisors
California
$43M
5
IWC
Integrated Wealth Concepts
Massachusetts
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
601
Rothschild Investment LLC
Illinois
$5.52K +$5.52K +108 New
ITIM
602
Indiana Trust & Investment Management
Indiana
$5.11K -$5.11K -100 -50%
PCWA
603
Pacific Capital Wealth Advisors
California
$5.11K – – –
NEAM
604
New England Asset Management
Connecticut
$5.11K +$5.11K +100 New
MG
605
Mather Group
Illinois
$5.01K +$5.01K +98 New
SS
606
Sunbelt Securities
Texas
$5.01K – – –
RFS
607
Richardson Financial Services
Massachusetts
$4.45K -$1.84K -36 -29%
PWA
608
Provenance Wealth Advisors
Florida
$4.04K – – –
CPG
609
Cornerstone Planning Group
New Jersey
$3.94K -$1.52K -30 -28%
PWM
610
Provident Wealth Management
Tennessee
$3.22K – – –
QPBE
611
Quintet Private Bank (Europe)
Luxembourg
$3.18K – – –
ATS
612
Ashton Thomas Securities
New York
$3.06K +$3.06K +60 New
ARC
613
Advisor Resource Council
Texas
$2.06K -$164 -1,700 -7%
TRCT
614
Tower Research Capital (TRC)
New York
$1.38K +$1.38K +27 New
GFPC
615
Global Financial Private Client
Florida
$1.33K – – –
CIM
616
Contravisory Investment Management
Massachusetts
$1.28K – – –
KFI
617
Key Financial Inc
Pennsylvania
$971 – – –
FHC
618
First Heartland Consultants
Missouri
$394 +$15 +289 +4%
IHWM
619
Iron Horse Wealth Management
Iowa
$250 – – –
BMC
620
Bear Mountain Capital
Washington
$204 – – –
AWM
621
Atticus Wealth Management
Florida
$59 – – –
CA
622
Capital Advantage
California
– -$9.6M -188,344 Closed
QS
623
Quantitative Strategies
California
– -$8.64M -169,271 Closed
RFM
624
Royal Fund Management
Florida
– -$4.94M -96,711 Closed
GAA
625
Global Assets Advisory
Florida
– -$1.64M -83,091 Closed
23 24
25
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