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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 %
BFAG
626
Blackston Financial Advisory Group
Florida
– -$371K -7,333 Closed
PMG
627
ProVise Management Group
Florida
– -$370K -7,317 Closed
BFG
628
Bouchey Financial Group
New York
– -$364K -7,190 Closed
HSG
629
Helen Stephens Group
Texas
– -$364K -7,182 Closed
Millennium Management
630
Millennium Management
New York
– -$357K -7,045 Closed
IP
631
Ignite Planners
California
– -$356K -7,027 Closed
TIA
632
Traphagen Investment Advisors
New Jersey
– -$335K -6,624 Closed
IC
633
Inscription Capital
Texas
– -$325K -6,421 Closed
SSWM
634
Sheets Smith Wealth Management
North Carolina
– -$318K -6,282 Closed
WSCM
635
Wellington Shields Capital Management
New York
– -$318K -6,275 Closed
PGF
636
Plan Group Financial
Oklahoma
– -$303K -5,984 Closed
MAM
637
Milestone Asset Management
Pennsylvania
– -$294K -5,802 Closed
CCM
638
Canal Capital Management
Virginia
– -$275K -5,423 Closed
SFP
639
Shepherd Financial Partners
Massachusetts
– -$255K -5,036 Closed
SPWG
640
Syntegra Private Wealth Group
Missouri
– -$250K -4,932 Closed
MWA
641
Muirfield Wealth Advisors
North Carolina
– -$249K -4,922 Closed
IIA
642
IPG Investment Advisors
California
– -$248K -4,900 Closed
SIA
643
Strategic Investment Advisors
Michigan
– -$245K -4,848 Closed
CB
644
Commerce Bank
Missouri
– -$241K -4,760 Closed
MWM
645
Modern Wealth Management
Kansas
– -$237K -4,690 Closed
IWP
646
Invenio Wealth Partners
Florida
– -$219K -4,326 Closed
IAG
647
Investmark Advisory Group
Connecticut
– -$219K -4,322 Closed
AFWM
648
AMJ Financial Wealth Management
Virginia
– -$215K -4,257 Closed
IAIM
649
International Assets Investment Management
Florida
– -$215K -4,256 Closed
EB
650
Exchange Bank
California
– -$215K -4,246 Closed
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