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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.

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 %
AWS
51
Atria Wealth Solutions
New York
$17.6M +$139K +2,721 +0.8%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$17.4M +$315K +6,168 +2%
RJA
53
Raymond James & Associates
Florida
$16.3M -$2.86M -55,963 -15%
LWM
54
LJI Wealth Management
Indiana
$15.8M +$747K +14,628 +5%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$15.8M +$117K +2,294 +0.7%
Mariner
56
Mariner
Kansas
$15.7M -$1.09M -21,444 -7%
TAM
57
TCP Asset Management
Ohio
$14.6M +$13.4M +262,911 +1,186%
PA
58
Probity Advisors
Texas
$12.9M -$541K -10,604 -4%
BFG
59
Beacon Financial Group
Texas
$12.8M -$1.05M -20,552 -8%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$12.6M -$226K -4,432 -2%
Betterment LLC
61
Betterment LLC
New York
$12.2M +$3.53M +69,157 +41%
SFA
62
Semmax Financial Advisors
North Carolina
$12.1M +$158K +3,095 +1%
US Bancorp
63
US Bancorp
Minnesota
$12.1M -$457K -8,950 -4%
HighTower Advisors
64
HighTower Advisors
Illinois
$11.9M -$17.2M -337,047 -59%
OIA
65
OneDigital Investment Advisors
Kansas
$11.8M +$1.34M +26,273 +13%
AWMG
66
Alliance Wealth Management Group
New Jersey
$11.8M +$854K +16,734 +8%
OAM
67
Occidental Asset Management
California
$11.8M +$525K +10,281 +5%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$11.8M +$6.77M +132,561 +136%
CTA
69
Colonial Trust Advisors
South Carolina
$10.9M -$199K -3,901 -2%
CC
70
Courier Capital
New York
$10.5M -$439K -8,605 -4%
CA
71
Cetera Advisors
Colorado
$10.4M +$1.7M +33,243 +19%
IFS
72
Ifrah Financial Services
Arkansas
$10.3M +$410K +8,034 +4%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$10.2M -$579K -11,349 -5%
CWA
74
Cascade Wealth Advisors
Washington
$10.2M +$10.2M +200,082 New
RA
75
RFG Advisory
Alabama
$10.1M -$1.6M -31,369 -14%
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