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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 %
AAS
626
Ameritas Advisory Services
Nebraska
– -$3.17M -62,056 Closed
AI
627
AXS Investments
New York
– -$1.68M -33,000 Closed
AIM
628
Astor Investment Management
Illinois
– -$1.44M -28,161 Closed
ES
629
Eagle Strategies
New York
– -$1.33M -26,009 Closed
H
630
HoyleCohen
California
– -$1.08M -21,148 Closed
QC
631
Quadrature Capital
United Kingdom
– -$809K -15,851 Closed
SWP
632
Significant Wealth Partners
Illinois
– -$764K -14,959 Closed
BWM
633
Bulltick Wealth Management
Florida
– -$726K -14,219 Closed
TCM
634
Triumph Capital Management
Colorado
– -$724K -14,175 Closed
LNC
635
Lincoln National Corp
Pennsylvania
– -$481K -9,421 Closed
SG
636
Sharper & Granite
California
– -$458K -9,000 Closed
CNWM
637
Clay Northam Wealth Management
California
– -$403K -7,890 Closed
SA
638
SpiderRock Advisors
Delaware
– -$314K -6,151 Closed
HL
639
HeadInvest LLC
Maine
– -$312K -6,120 Closed
HWM
640
Howard Wealth Management
Connecticut
– -$289K -5,659 Closed
WA
641
Wealthstar Advisors
Texas
– -$257K -5,035 Closed
IA
642
Insight Advisors
Pennsylvania
– -$233K -4,570 Closed
ERIC
643
Eagle Rock Investment Company
Georgia
– -$222K -4,354 Closed
RB
644
Renasant Bank
Mississippi
– -$208K -4,079 Closed
UL
645
Unionview LLC
Washington
– -$205K -4,011 Closed
PWP
646
Private Wealth Partners
California
– -$204K -4,000 Closed
WA
647
Waverly Advisors
Alabama
– -$202K -3,965 Closed
CSC
648
Cove Street Capital
California
– -$112K -2,200 Closed
CLOS
649
Compagnie Lombard Odier SCmA
Switzerland
– -$102K -2,000 Closed
LFA
650
LGT Financial Advisors
Texas
– -$62.4K -1,222 Closed
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